Congress Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$477K	Buy	1,566 +655	+72%	+$199K	﹤0.01%	941
2025 Q1	$248K	Buy	+911	New	+$248K	﹤0.01%	981