Evermay Wealth Management’s Trade Desk TTD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-199	Closed	-$9.75K	–	592
2025 Q3	$9.75K	Hold	199	–	–	﹤0.01%	448
2025 Q2	$14.3K	Hold	199	–	–	﹤0.01%	415
2025 Q1	$10.9K	Hold	199	–	–	﹤0.01%	437
2024 Q4	$23.4K	Hold	199	–	–	﹤0.01%	371
2024 Q3	$21.8K	Sell	199 -471	-70%	-$47K	﹤0.01%	391
2024 Q2	$65.4K	Hold	670	–	–	0.01%	321
2024 Q1	$58.6K	Hold	670	–	–	0.01%	340
2023 Q4	$48.2K	Hold	670	–	–	0.01%	329
2023 Q3	$52.4K	Hold	670	–	–	0.01%	298
2023 Q2	$51.7K	Hold	670	–	–	0.01%	308
2023 Q1	$40.8K	Hold	670	–	–	0.01%	316
2022 Q4	$30K	Buy	+670	New	+$34K	0.01%	336
2021 Q3	–	Sell	-100	Closed	-$8K	–	530
2021 Q2	$8K	Buy	+100	New	+$6.39K	﹤0.01%	422