Circle Wealth Management, LLC Closed Holding Positions

Circle Wealth Management, LLC

Stock	Closed Quarter	Shares Sold	Price Range
JD Jd.Com, Inc. Consumer Cyclical	Q3 2018 Filed on Nov 14, 2018	23,246	$24.51 - $39.46 $570K - $917K
BIDU Baidu, Inc. Communication Services	Q3 2018 Filed on Nov 14, 2018	1,290	$213.47 - $271.45 $275K - $350K
Ctrip Com Intl LTD	Q3 2018 Filed on Nov 14, 2018	6,365	N/A
LMT Lockheed Martin Corp Industrials	Q2 2018 Filed on Aug 15, 2018	611	$294.78 - $358.6 $180K - $219K
Broadcom LTD	Q2 2018 Filed on Aug 15, 2018	878	N/A
NRK Nuveen New York Amt Free Quality Municipal Income Fund Financial Services	Q2 2018 Filed on Aug 15, 2018	19,699	$11.89 - $12.23 $234K - $241K
PAYX Paychex Inc Industrials	Q1 2018 Filed on May 15, 2018	3,563	$59.84 - $70.01 $213K - $249K
Astoria Finl Corp	Q4 2017 Filed on Feb 14, 2018	116,098	N/A
PPT Putnam Premier Income Trust Financial Services	Q4 2017 Filed on Feb 14, 2018	12,700	$5.11 - $5.43 $64.9K - $69K
USB Us Bancorp \De\ Financial Services	Q4 2017 Filed on Feb 14, 2018	7,006	$51.61 - $55.63 $362K - $390K

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