Global Retirement Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$67.2K	Hold	6,783	–	–	﹤0.01%	2164
2025 Q3	$68.8K	Hold	6,783	–	–	﹤0.01%	1719
2025 Q2	$69.6K	Buy	+6,783	New	+$67.1K	﹤0.01%	1600
2024 Q4	$1.08K	Hold	111	–	–	﹤0.01%	3258
2024 Q3	$1.17K	Hold	111	–	–	﹤0.01%	3102
2024 Q2	$1.08K	Sell	111 -455	-80%	-$4.4K	﹤0.01%	3142
2024 Q1	$5.52K	Buy	566 +5	+0.9%	+$49	﹤0.01%	2355
2023 Q4	$5.34K	Buy	561 +450	+405%	+$4.1K	﹤0.01%	2297
2023 Q3	$998	Hold	111	–	–	﹤0.01%	2771
2023 Q2	$1.04K	Hold	111	–	–	﹤0.01%	2774
2023 Q1	$1.04K	Sell	111 -2,045	-95%	-$20.5K	﹤0.01%	2721
2022 Q4	$20.2K	Hold	2,156	–	–	﹤0.01%	1477
2022 Q3	$20K	Hold	2,156	–	–	﹤0.01%	1389
2022 Q2	$22K	Hold	2,156	–	–	﹤0.01%	1315
2022 Q1	$22K	Buy	+2,156	New	+$26K	﹤0.01%	1318
2021 Q4	–	Sell	-2,156	Closed	-$28K	–	692
2021 Q3	$28K	Hold	2,156	–	–	﹤0.01%	1083
2021 Q2	$29K	Hold	2,156	–	–	﹤0.01%	1063
2021 Q1	$27K	Hold	2,156	–	–	﹤0.01%	1005
2020 Q4	$27K	Buy	+2,156	New	+$26K	﹤0.01%	940