Global Retirement Partners’s Eastern Bankshares EBC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.27K	Hold	123	–	–	﹤0.01%	3688
2025 Q3	$2.23K	Hold	123	–	–	﹤0.01%	3290
2025 Q2	$1.88K	Buy	+123	New	+$1.85K	﹤0.01%	3262
2024 Q4	$2.12K	Hold	123	–	–	﹤0.01%	3058
2024 Q3	$2.02K	Hold	123	–	–	﹤0.01%	2938
2024 Q2	$1.72K	Buy	123 +3	+3%	+$40	﹤0.01%	3022
2024 Q1	$1.65K	Hold	120	–	–	﹤0.01%	2820
2023 Q4	$1.61K	Hold	120	–	–	﹤0.01%	2752
2023 Q3	$1.42K	Hold	120	–	–	﹤0.01%	2665
2023 Q2	$1.47K	Hold	120	–	–	﹤0.01%	2652
2023 Q1	$1.27K	Hold	120	–	–	﹤0.01%	2656
2022 Q4	$2.07K	Hold	120	–	–	﹤0.01%	2351
2022 Q3	$2K	Hold	120	–	–	﹤0.01%	2222
2022 Q2	$2K	Hold	120	–	–	﹤0.01%	2183
2022 Q1	$2K	Buy	+120	New	+$2.56K	﹤0.01%	2164
2021 Q4	–	Sell	-120	Closed	-$2K	–	619
2021 Q3	$2K	Hold	120	–	–	﹤0.01%	1812
2021 Q2	$2K	Buy	+120	New	+$2.54K	﹤0.01%	1723