Castle Rock Wealth Management’s Clear Secure YOU Stock Holding History

Castle Rock Wealth 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 Q3	$445K	Sell
2025 Q2	$430K	Sell
2025 Q1	$404K	Buy