Fidelity Investments

Fidelity Investments’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Fidelity Investments’s Portfolio CSHI Stock Details CSHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4	Closed	-$199	–	5413
2025 Q2	$199	Buy	4 +3	+300%	+$149	﹤0.01%	5102
2025 Q1	$50	Sell	1 -3	-75%	-$149	﹤0.01%	5154
2024 Q4	$199	Buy	4 +1	+33%	+$50	﹤0.01%	5056
2024 Q3	$149	Buy	+3	New	+$150	﹤0.01%	5055

Other funds holding CSHI

Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Atomi Financial Group New York $3.24B AUM 32.85% 1-Year Est. Return