IEQ Capital’s Live Oak Bancshares LOB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$251K	Buy	+8,422	New	+$251K	﹤0.01%	1500
2022 Q1	–	Sell	-3,000	Closed	-$262K	–	830
2021 Q4	$262K	Buy	+3,000	New	+$262K	0.01%	625