AAM

Aureus Asset Management’s Equifax EFX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$337K	Hold	1,300	–	–	0.02%	161
2025 Q1	$317K	Hold	1,300	–	–	0.02%	160
2024 Q4	$331K	Hold	1,300	–	–	0.02%	153
2024 Q3	$382K	Hold	1,300	–	–	0.03%	145
2024 Q2	$315K	Hold	1,300	–	–	0.02%	155
2024 Q1	$348K	Hold	1,300	–	–	0.02%	144
2023 Q4	$321K	Hold	1,300	–	–	0.02%	147
2023 Q3	$238K	Hold	1,300	–	–	0.02%	166
2023 Q2	$306K	Hold	1,300	–	–	0.02%	146
2023 Q1	$264K	Hold	1,300	–	–	0.02%	150
2022 Q4	$253K	Hold	1,300	–	–	0.02%	159
2022 Q3	$223K	Hold	1,300	–	–	0.02%	153
2022 Q2	$238K	Hold	1,300	–	–	0.02%	169
2022 Q1	$308K	Hold	1,300	–	–	0.02%	178
2021 Q4	$381K	Hold	1,300	–	–	0.02%	151
2021 Q3	$329K	Hold	1,300	–	–	0.02%	156
2021 Q2	$311K	Hold	1,300	–	–	0.02%	175
2021 Q1	$235K	Hold	1,300	–	–	0.02%	162
2020 Q4	$251K	Hold	1,300	–	–	0.02%	163
2020 Q3	$204K	Buy	+1,300	New	+$204K	0.02%	169