GeoWealth Management’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-76,840	Closed	-$4.61M	–	1764
2024 Q4	$4.61M	Buy	+76,840	New	+$4.61M	0.15%	107