Destination Wealth Management’s ePlus PLUS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$290K	Buy	4,029 +29	+0.7%	+$2.09K	0.01%	216
2025 Q1	$244K	Hold	4,000	–	–	0.01%	219
2024 Q4	$296K	Buy	+4,000	New	+$296K	0.01%	201