Annex Advisory Services’s Lazard LAZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-11,840	Closed	-$459K	–	121
2016 Q1	$459K	Buy	11,840 +1,447	+14%	+$56.1K	0.13%	74
2015 Q4	$468K	Buy	10,393 +1,049	+11%	+$47.2K	0.14%	72
2015 Q3	$405K	Buy	+9,344	New	+$405K	0.13%	79