AllSquare Wealth Management’s JBG SMITH JBGS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.12K	Hold	527	–	–	0.01%	388
2025 Q1	$8.49K	Hold	527	–	–	0.01%	395
2024 Q4	$8.1K	Hold	527	–	–	﹤0.01%	399
2024 Q3	$9.21K	Hold	527	–	–	0.01%	390
2024 Q2	$8.03K	Hold	527	–	–	﹤0.01%	393
2024 Q1	$8.46K	Hold	527	–	–	0.01%	390
2023 Q4	$8.96K	Hold	527	–	–	0.01%	379
2023 Q3	$7.62K	Hold	527	–	–	0.01%	392
2023 Q2	$7.47K	Hold	527	–	–	﹤0.01%	411
2023 Q1	$7.94K	Hold	527	–	–	0.01%	395
2022 Q4	$10K	Hold	527	–	–	0.01%	362
2022 Q3	$10K	Hold	527	–	–	0.01%	357
2022 Q2	$12K	Hold	527	–	–	0.01%	349
2022 Q1	$15K	Hold	527	–	–	0.01%	342
2021 Q4	$15K	Hold	527	–	–	0.01%	349
2021 Q3	$16K	Hold	527	–	–	0.01%	333
2021 Q2	$17K	Hold	527	–	–	0.01%	338
2021 Q1	$17K	Hold	527	–	–	0.01%	325
2020 Q4	$16K	Hold	527	–	–	0.01%	304
2020 Q3	$14K	Hold	527	–	–	0.01%	299
2020 Q2	$16K	Hold	527	–	–	0.01%	277
2020 Q1	$17K	Hold	527	–	–	0.01%	255
2019 Q4	$21K	Hold	527	–	–	0.01%	259
2019 Q3	$21K	Hold	527	–	–	0.02%	256
2019 Q2	$21K	Hold	527	–	–	0.02%	261
2019 Q1	$22K	Hold	527	–	–	0.02%	253
2018 Q4	$18K	Hold	527	–	–	0.01%	253
2018 Q3	$19K	Hold	527	–	–	0.01%	278
2018 Q2	$19K	Hold	527	–	–	0.01%	278
2018 Q1	$18K	Hold	527	–	–	0.01%	240
2017 Q4	$18K	Hold	527	–	–	0.01%	246
2017 Q3	$18K	Buy	+527	New	+$18K	0.01%	234