Bond Capital Management’s Clear Secure YOU Stock Holding History

Bond Capital Management’s Portfolio YOU Stock Details YOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-832,970	Closed	-$27.8M	–	6
2025 Q3	$27.8M	Hold	832,970	–	–	13.46%	3
2025 Q2	$23.1M	Hold	832,970	–	–	10.71%	3
2025 Q1	$21.6M	Hold	832,970	–	–	11.62%	3
2024 Q4	$22.2M	Hold	832,970	–	–	9.54%	3
2024 Q3	$27.6M	Sell	832,970 -832,969	-50%	-$21.5M	13.32%	2
2024 Q2	$31.2M	Hold	1,665,939	–	–	17.33%	2
2024 Q1	$35.4M	Hold	1,665,939	–	–	18.91%	2
2023 Q4	$34.4M	Hold	1,665,939	–	–	21.95%	2
2023 Q3	$31.7M	Hold	1,665,939	–	–	20.12%	3
2023 Q2	$38.6M	Hold	1,665,939	–	–	21.62%	2
2023 Q1	$43.6M	Hold	1,665,939	–	–	23.76%	2
2022 Q4	$45.7M	Hold	1,665,939	–	–	32.16%	2
2022 Q3	$38.1M	Sell	1,665,939 -1,665,940	-50%	-$40.9M	25.83%	2
2022 Q2	$66.6M	Hold	3,331,879	–	–	27.1%	2
2022 Q1	$89.6M	Buy	+3,331,879	New	+$82.6M	22.91%	2

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