Private Wealth Management Group, LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Private Wealth Management Group, LLC

39,433

Previous 35,492 11.1%

$410 Million

Previous $378 Million 8.5%

0.11%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	N/A	3,941 Added 11.1%	39,433 $410 Million
Q3 2025 Oct 17, 2025	BUY	N/A	884 Added 2.55%	35,492 $378 Million
Q2 2025 Jul 29, 2025	SELL	N/A	-878 Reduced 2.47%	34,608 $362 Million
Q1 2025 May 02, 2025	SELL	N/A	-327 Reduced 0.91%	35,486 $360 Million
Q4 2024 Jan 27, 2025	BUY	N/A	1,105 Added 3.18%	35,813 $362 Million

Q3 2024 Oct 29, 2024	BUY	N/A	2,822 Added 8.85%	34,708 $386 Million
Q2 2024 Aug 13, 2024	BUY	N/A	6,835 Added 27.28%	31,886 $308 Million
Q1 2024 Apr 30, 2024	BUY	N/A	4,894 Added 24.28%	25,051 $246 Million
Q4 2023 Feb 08, 2024	BUY	N/A	20,157 New	20,157 $201 Million

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