Financial Synergies Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$497K	Hold	8,114	–	–	0.05%	63
2025 Q1	$380K	Buy	+8,114	New	+$380K	0.05%	62
2024 Q2	–	Sell	-253	Closed	-$10.2K	–	239
2024 Q1	$10.2K	Buy	+253	New	+$10.2K	﹤0.01%	249