INDEPENDENT FINANCIAL GROUP, LLC’s Dave Inc DAVE Stock Holding History

INDEPENDENT FINANCIAL GROUP, LLC’s Portfolio DAVE Stock Details DAVE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$964K	Buy
2025 Q3	–	Sell
2025 Q2	$225K	Buy