1834 Investment Advisors’s First Business Financial Services FBIZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$365K	Buy	6,772 +42	+0.6%	+$2.33K	0.05%	177
2025 Q4	$365K	Buy	6,730 +36	+0.5%	+$1.88K	0.05%	180
2025 Q3	$343K	Buy	6,694 +38	+0.6%	+$1.94K	0.04%	182
2025 Q2	$337K	Buy	6,656 +39	+0.6%	+$1.87K	0.04%	183
2025 Q1	$312K	Buy	6,617 +36	+0.5%	+$1.78K	0.04%	183
2024 Q4	$305K	Buy	6,581 +34	+0.5%	+$1.59K	0.04%	192
2024 Q3	$298K	Buy	6,547 +39	+0.6%	+$1.65K	0.03%	196
2024 Q2	$241K	Buy	6,508 +47	+0.7%	+$1.61K	0.03%	205
2024 Q1	$242K	Buy	6,461 +42	+0.7%	+$1.51K	0.03%	203
2023 Q4	$257K	Buy	+6,419	New	+$216K	0.03%	209
2023 Q1	–	Sell	-6,238	Closed	-$228K	–	243
2022 Q4	$228K	Buy	6,238 +31	+0.5%	+$1.14K	0.03%	172
2022 Q3	$201K	Buy	6,207 +34	+0.6%	+$1.13K	0.03%	190
2022 Q2	$193K	Buy	6,173 +36	+0.6%	+$1.2K	0.03%	197
2022 Q1	$201K	Buy	6,137 +35	+0.6%	+$1.13K	0.02%	194
2021 Q4	$178K	Buy	6,102 +36	+0.6%	+$1.05K	0.02%	200
2021 Q3	$174K	Buy	6,066 +38	+0.6%	+$1.05K	0.02%	206
2021 Q2	$163K	Buy	6,028 +39	+0.7%	+$1.03K	0.02%	203
2021 Q1	$148K	Buy	5,989 +48	+0.8%	+$1.08K	0.02%	218
2020 Q4	$109K	Buy	5,941 +49	+0.8%	+$886	0.01%	227
2020 Q3	$84K	Buy	5,892 +52	+0.9%	+$808	0.01%	235
2020 Q2	$96K	Buy	5,840 +63	+1%	+$985	0.02%	219
2020 Q1	$90K	Buy	5,777 +36	+0.6%	+$822	0.02%	226
2019 Q4	$151K	Buy	5,741 +35	+0.6%	+$868	0.02%	210
2019 Q3	$137K	Buy	5,706 +36	+0.6%	+$847	0.02%	221
2019 Q2	$133K	Buy	5,670 +35	+0.6%	+$795	0.02%	219
2019 Q1	$113K	Buy	5,635 +38	+0.7%	+$803	0.02%	223
2018 Q4	$109K	Buy	5,597 +38	+0.7%	+$788	0.02%	216
2018 Q3	$129K	Buy	5,559 +34	+0.6%	+$800	0.02%	221
2018 Q2	$144K	Buy	5,525 +30	+0.5%	+$775	0.02%	202
2018 Q1	$138K	Buy	5,495 +32	+0.6%	+$770	0.02%	196
2017 Q4	$121K	Buy	+5,463	New	+$123K	0.02%	219