BerganKDV Wealth Management’s EPR Properties EPR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$11.7K	Hold	250	–	–	﹤0.01%	543
2023 Q1	$9.53K	Hold	250	–	–	﹤0.01%	612
2022 Q4	$9.43K	Hold	250	–	–	﹤0.01%	586
2022 Q3	$9K	Hold	250	–	–	﹤0.01%	584
2022 Q2	$12K	Hold	250	–	–	﹤0.01%	558
2022 Q1	$14K	Hold	250	–	–	﹤0.01%	557
2021 Q4	$12K	Hold	250	–	–	﹤0.01%	634
2021 Q3	$12K	Hold	250	–	–	﹤0.01%	608
2021 Q2	$13K	Hold	250	–	–	﹤0.01%	564
2021 Q1	$12K	Hold	250	–	–	﹤0.01%	557
2020 Q4	$8K	Hold	250	–	–	﹤0.01%	593
2020 Q3	$7K	Hold	250	–	–	﹤0.01%	545
2020 Q2	$8K	Sell	250 -500	-67%	-$14.8K	﹤0.01%	565
2020 Q1	$18K	Hold	750	–	–	﹤0.01%	430
2019 Q4	$53K	Hold	750	–	–	0.01%	339
2019 Q3	$58K	Buy	+750	New	+$57.1K	0.01%	318
2019 Q2	–	Hold	0	–	–	–	312
2019 Q1	–	Hold	0	–	–	–	326
2018 Q4	–	Hold	0	–	–	–	301
2018 Q3	–	Hold	0	–	–	–	315
2018 Q2	–	Hold	0	–	–	–	322