Cerity Partners’s Orange County Bancorp OBT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-60,000	Closed	-$1.4M	–	1880
2022 Q4	$1.4M	Hold	60,000	–	–	0.01%	604
2022 Q3	$1.16M	Buy	+60,000	New	+$1.16M	0.01%	480