Independent Solutions Wealth Management’s Dillards DDS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-800	Closed	-$485K	–	190
2025 Q4	$485K	Hold	800	–	–	0.09%	125
2025 Q3	$492K	Hold	800	–	–	0.09%	123
2025 Q2	$334K	Hold	800	–	–	0.07%	147
2025 Q1	$287K	Sell	800 -1,600	-67%	-$689K	0.06%	153
2024 Q4	$1.04M	Hold	2,400	–	–	0.23%	108
2024 Q3	$921K	Hold	2,400	–	–	0.21%	101
2024 Q2	$1.06M	Hold	2,400	–	–	0.24%	96
2024 Q1	$1.13M	Hold	2,400	–	–	0.27%	92
2023 Q4	$969K	Hold	2,400	–	–	0.25%	93
2023 Q3	$794K	Hold	2,400	–	–	0.21%	103
2023 Q2	$783K	Hold	2,400	–	–	0.2%	107
2023 Q1	$738K	Hold	2,400	–	–	0.22%	98
2022 Q4	$776K	Hold	2,400	–	–	0.24%	94
2022 Q3	$655K	Hold	2,400	–	–	0.21%	96
2022 Q2	$529K	Hold	2,400	–	–	0.17%	113
2022 Q1	$644K	Hold	2,400	–	–	0.15%	115
2021 Q4	$588K	Hold	2,400	–	–	0.14%	126
2021 Q3	$414K	Hold	2,400	–	–	0.1%	150
2021 Q2	$434K	Hold	2,400	–	–	0.11%	144
2021 Q1	$232K	Buy	+2,400	New	+$195K	0.06%	179