Cary Street Partners’s Aegon AEG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$219K	Sell	30,253 -1,093	-3%	-$7.91K	0.01%	741
2025 Q1	$207K	Sell	31,346 -3,715	-11%	-$24.5K	0.01%	733
2024 Q4	$207K	Buy	+35,061	New	+$207K	0.01%	717