Congress Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.5M	Buy	12,760 +6,693	+110%	+$784K	0.01%	610
2025 Q1	$735K	Buy	+6,067	New	+$735K	0.01%	707