DWAM

Duncan Williams Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$230K	Buy	+3,760	New	+$230K	0.07%	140
2024 Q4	–	Sell	-10,600	Closed	-$383K	–	150
2024 Q3	$383K	Buy	+10,600	New	+$383K	0.21%	84