Graves Light Lenhart Wealth’s KKR Income Opportunities Fund KIO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$172K	Hold	13,728	–	–	0.02%	187
2025 Q1	$169K	Hold	13,728	–	–	0.02%	181
2024 Q4	$184K	Hold	13,728	–	–	0.02%	178
2024 Q3	$203K	Hold	13,728	–	–	0.02%	182
2024 Q2	$187K	Hold	13,728	–	–	0.02%	175
2024 Q1	$186K	Hold	13,728	–	–	0.02%	178
2023 Q4	$173K	Hold	13,728	–	–	0.02%	174
2023 Q3	$162K	Hold	13,728	–	–	0.02%	167
2023 Q2	$159K	Hold	13,728	–	–	0.02%	177
2023 Q1	$151K	Hold	13,728	–	–	0.02%	160
2022 Q4	$151K	Hold	13,728	–	–	0.02%	160
2022 Q3	$157K	Hold	13,728	–	–	0.03%	160
2022 Q2	$160K	Hold	13,728	–	–	0.02%	186
2022 Q1	$198K	Hold	13,728	–	–	0.03%	176
2021 Q4	$232K	Hold	13,728	–	–	0.03%	179
2021 Q3	$225K	Hold	13,728	–	–	0.04%	170
2021 Q2	$229K	Hold	13,728	–	–	0.04%	168
2021 Q1	$217K	Hold	13,728	–	–	0.04%	172
2020 Q4	$198K	Hold	13,728	–	–	0.04%	167
2020 Q3	$186K	Hold	13,728	–	–	0.04%	156
2020 Q2	$169K	Hold	13,728	–	–	0.04%	153
2020 Q1	$146K	Hold	13,728	–	–	0.04%	145
2019 Q4	$217K	Hold	13,728	–	–	0.05%	159
2019 Q3	$211K	Hold	13,728	–	–	0.05%	159
2019 Q2	$216K	Hold	13,728	–	–	0.05%	149
2019 Q1	$213K	Hold	13,728	–	–	0.05%	144
2018 Q4	$196K	Buy	+13,728	New	+$196K	0.06%	140