Global Retirement Partners’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$167K	Buy	7,398 +6,154	+495%	+$137K	﹤0.01%	1581
2025 Q3	$27.6K	Buy	1,244 +36	+3%	+$774	﹤0.01%	2239
2025 Q2	$25.1K	Buy	+1,208	New	+$22.4K	﹤0.01%	2162
2024 Q2	–	Sell	-1,000	Closed	-$19.4K	–	3559
2024 Q1	$19.4K	Hold	1,000	–	–	﹤0.01%	1826
2023 Q4	$16.6K	Buy	+1,000	New	+$16.2K	﹤0.01%	1851
2023 Q1	–	Sell	-750	Closed	-$11.7K	–	3217
2022 Q4	$11.7K	Hold	750	–	–	﹤0.01%	1717
2022 Q3	$13K	Hold	750	–	–	﹤0.01%	1566
2022 Q2	$15K	Buy	+750	New	+$17.6K	﹤0.01%	1462
2020 Q2	–	Sell	-750	Closed	-$13K	–	1614
2020 Q1	$13K	Hold	750	–	–	﹤0.01%	934
2019 Q4	$15K	Buy	+750	New	+$15K	﹤0.01%	1034