EFS
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Essex Financial Services’s VanEck Bitcoin Trust HODL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$322K Buy
10,552
+1,560
+17% +$47.5K 0.02% 529
2025
Q1
$210K Buy
8,992
+6,015
+202% +$140K 0.02% 596
2024
Q4
$315K Buy
+2,977
New +$315K 0.02% 480