FIA

Foundations Investment Advisors’s Everest Group EG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,440	Closed	-$523K	–	936
2025 Q1	$523K	Buy	1,440 +779	+118%	+$283K	0.01%	568
2024 Q4	$239K	Buy	661 +37	+6%	+$13.4K	﹤0.01%	729
2024 Q3	$245K	Buy	+624	New	+$245K	0.01%	701