EP Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-14,699	Closed	-$299K	–	1456
2025 Q1	$299K	Buy	+14,699	New	+$299K	﹤0.01%	914
2022 Q1	–	Sell	-2,996	Closed	-$94K	–	654
2021 Q4	$94K	Buy	+2,996	New	+$94K	﹤0.01%	537