Annex Advisory Services’s Liberty All-Star Equity Fund USA Stock Holding History

Annex Advisory Services’s Portfolio USA Stock Details USA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$211K	Hold
2025 Q1	$202K	Hold
2024 Q4	$215K	Buy
2024 Q3	$117K	Sell
2024 Q2	$116K	Sell
2024 Q1	$136K	Buy