Integrated Wealth Concepts’s Post Holdings POST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$371K	Buy	+3,757	New	+$383K	﹤0.01%	1724
2025 Q4	–	Sell	-4,138	Closed	-$445K	–	1946
2025 Q3	$445K	Buy	4,138 +192	+5%	+$20.6K	﹤0.01%	1418
2025 Q2	$430K	Buy	3,946 +998	+34%	+$112K	﹤0.01%	1358
2025 Q1	$343K	Sell	2,948 -91	-3%	-$10.1K	﹤0.01%	1329
2024 Q4	$348K	Buy	3,039 +208	+7%	+$23.7K	﹤0.01%	1292
2024 Q3	$328K	Buy	2,831 +295	+12%	+$33.1K	﹤0.01%	1280
2024 Q2	$264K	Buy	2,536 +279	+12%	+$29K	﹤0.01%	1381
2024 Q1	$240K	Sell	2,257 -36	-2%	-$3.61K	﹤0.01%	1440
2023 Q4	$202K	Sell	2,293 -112	-5%	-$9.51K	﹤0.01%	1459
2023 Q3	$206K	Sell	2,405 -10	-0.4%	-$873	﹤0.01%	1399
2023 Q2	$209K	Buy	2,415 +21	+0.9%	+$1.84K	﹤0.01%	1406
2023 Q1	$215K	Buy	+2,394	New	+$218K	﹤0.01%	1196