Congress Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$672K	Buy	7,147 +1,978	+38%	+$186K	0.01%	826
2025 Q1	$379K	Buy	5,169 +1,228	+31%	+$90K	﹤0.01%	888
2024 Q4	$322K	Buy	+3,941	New	+$322K	﹤0.01%	748