EFS
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Essex Financial Services’s WisdomTree 7-10 Year Laddered Treasury Fund USIN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,215
Closed -$312K 664
2024
Q3
$312K Buy
+6,215
New +$312K 0.02% 486