Independent Solutions Wealth Management’s DocuSign DOCU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,652	Closed	-$284K	–	231
2022 Q1	$284K	Buy	2,652 +368	+16%	+$39.4K	0.07%	177
2021 Q4	$348K	Buy	+2,284	New	+$348K	0.08%	167