Congress Wealth Management’s Janus Henderson JHG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$457K	Buy	11,772 +5,999	+104%	+$233K	﹤0.01%	954
2025 Q1	$209K	Buy	5,773 +512	+10%	+$18.5K	﹤0.01%	1027
2024 Q4	$224K	Sell	5,261 -5,261	-50%	-$224K	﹤0.01%	827
2024 Q3	$401K	Buy	+10,522	New	+$401K	0.01%	674