Asset Dedication LLC’s ResMed RMD Stock Holding History

Asset Dedication LLC’s Portfolio RMD Stock Details RMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5	Closed	-$1.29K	–	1224
2025 Q2	$1.29K	Hold	5	–	–	﹤0.01%	1064
2025 Q1	$1.12K	Buy	+5	New	+$1.17K	﹤0.01%	1011
2023 Q3	–	Sell	-2	Closed	–	–	1049
2023 Q2	$0	Hold	2	–	–	﹤0.01%	1025
2023 Q1	$0	Hold	2	–	–	﹤0.01%	1053
2022 Q4	$0	Buy	+2	New	+$439	﹤0.01%	1111
2021 Q3	–	Sell	-175	Closed	-$43K	–	1022
2021 Q2	$43K	Hold	175	–	–	0.01%	426
2021 Q1	$34K	Hold	175	–	–	0.01%	377
2020 Q4	$37K	Hold	175	–	–	0.01%	397
2020 Q3	$30K	Hold	175	–	–	0.01%	389
2020 Q2	$34K	Hold	175	–	–	0.01%	346
2020 Q1	$26K	Hold	175	–	–	0.01%	370
2019 Q4	$27K	Hold	175	–	–	0.01%	367
2019 Q3	$24K	Hold	175	–	–	0.01%	368
2019 Q2	$21K	Hold	175	–	–	0.01%	370
2019 Q1	$18K	Hold	175	–	–	0.01%	393
2018 Q4	$20K	Hold	175	–	–	0.01%	362
2018 Q3	$20K	Buy	+175	New	+$19.2K	0.01%	364

Other funds holding RMD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return