Inlight Wealth Management’s Workiva WK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$247K	Hold	3,607	–	–	0.13%	42
2025 Q1	$274K	Hold	3,607	–	–	0.17%	38
2024 Q4	$395K	Buy	+3,607	New	+$395K	0.26%	33