Evergreen Wealth Management’s Trade Desk TTD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.39M	Buy	19,354 +2,106	+12%	+$152K	0.78%	37
2025 Q1	$944K	Buy	17,248 +9,133	+113%	+$500K	0.56%	45
2024 Q4	$954K	Buy	8,115 +438	+6%	+$51.5K	0.56%	45
2024 Q3	$842K	Buy	+7,677	New	+$842K	0.51%	48