Cerity Partners’s Kayne Anderson BDC KBDC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.18M	Buy	143,100 +70,027	+96%	+$1.07M	﹤0.01%	1176
2025 Q1	$1.19M	Buy	73,073 +63,041	+628%	+$1.02M	﹤0.01%	1351
2024 Q4	$170K	Buy	+10,032	New	+$170K	﹤0.01%	2265