Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s LifeX 2035 Income Bucket ETF LDDR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LDDR Stock Details LDDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.45M	Sell
2025 Q2	$1.48M	Buy
2025 Q1	$1.25M	Buy