IFP Advisors’s Clear Secure YOU Stock Holding History

IFP Advisors’s Portfolio YOU Stock Details YOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$555	Buy
2025 Q1	–	Sell
2024 Q4	$479	Buy
2023 Q2	–	Sell
2023 Q1	$5.2K	Sell
2022 Q4	$20K	Hold
2022 Q3	$20K	Hold
2022 Q2	$20K	Hold
2022 Q1	$20K	Buy
2021 Q4	$10K	Sell
2021 Q3	$14K	Buy