Concurrent Investment Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$716K	Buy	+5,325	New	+$716K	0.01%	714
2025 Q1	–	Sell	-10,189	Closed	-$1.17M	–	1249
2024 Q4	$1.17M	Sell	10,189 -61	-0.6%	-$6.98K	0.03%	452
2024 Q3	$1.29M	Buy	+10,250	New	+$1.29M	0.04%	412