Creative Financial Designs’s Polaris PII Stock Holding History

Creative Financial Designs’s Portfolio PII Stock Details PII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-63	Closed	-$3.66K	–	2136
2025 Q3	$3.66K	Hold	63	–	–	﹤0.01%	1594
2025 Q2	$2.56K	Sell	63 -5	-7%	-$188	﹤0.01%	1644
2025 Q1	$2.78K	Buy	68 +5	+8%	+$238	﹤0.01%	1615
2024 Q4	$3.63K	Hold	63	–	–	﹤0.01%	1488
2024 Q3	$5.24K	Buy	+63	New	+$5.12K	﹤0.01%	1365
2020 Q1	–	Hold	0	–	–	–	591
2019 Q4	–	Sell	-93	Closed	-$9.03K	–	613
2019 Q3	$8K	Buy	93 +1	+1%	+$87	﹤0.01%	431
2019 Q2	$8K	Sell	92 -3	-3%	-$273	﹤0.01%	423
2019 Q1	$8K	Sell	95 -104	-52%	-$8.82K	﹤0.01%	408
2018 Q4	$15K	Buy	199 +1	+0.5%	+$90	0.01%	314
2018 Q3	$20K	Buy	198 +1	+0.5%	+$112	0.01%	335
2018 Q2	$24K	Hold	197	–	–	0.01%	335
2018 Q1	$23K	Buy	197 +1	+0.5%	+$120	0.01%	310
2017 Q4	$24K	Buy	196 +31	+19%	+$3.68K	0.02%	289
2017 Q3	$17K	Hold	165	–	–	0.01%	357
2017 Q2	$15K	Hold	165	–	–	0.01%	362
2017 Q1	$14K	Buy	165 +9	+6%	+$775	0.01%	366
2016 Q4	$13K	Buy	+156	New	+$12.7K	0.01%	373

Other funds holding PII

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return