CIBC Private Wealth Group’s Workhorse Group WKHS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$10	Hold	2	–	–	﹤0.01%	3383
2025 Q3	$21	Hold	2	–	–	﹤0.01%	3045
2025 Q2	$21	Buy	+2	New	+$26	﹤0.01%	3033
2025 Q1	–	Hold	0	–	–	–	3068
2024 Q4	–	Hold	0	–	–	–	2941
2024 Q3	–	Hold	0	–	–	–	3078
2024 Q2	–	Hold	0	–	-$109	–	3307
2024 Q1	–	Hold	0	–	–	–	3011
2021 Q2	–	Sell	-50	Closed	-$2.07M	–	1073
2021 Q1	$2.07M	Buy	50 +7	+16%	+$503K	0.01%	538
2020 Q4	$2.57M	Buy	+43	New	+$2.8M	0.01%	467
2018 Q3	–	Sell	-1	Closed	-$4K	–	1739
2018 Q2	$4K	Hold	1	–	–	﹤0.01%	1783
2018 Q1	$6K	Hold	1	–	–	﹤0.01%	1643
2017 Q4	$6K	Buy	+1	New	+$8.12K	﹤0.01%	1662