Integrated Wealth Concepts’s Extra Space Storage EXR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$833K	Buy	+5,650	New	+$833K	0.01%	1021
2025 Q1	–	Sell	-1,440	Closed	-$215K	–	1773
2024 Q4	$215K	Buy	+1,440	New	+$215K	﹤0.01%	1562