JNBA Financial Advisors’s Workhorse Group WKHS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4	Hold	1	–	–	﹤0.01%	819
2025 Q4	$6	Buy	+1	New	+$10	﹤0.01%	796
2025 Q3	–	Hold	0	–	–	–	651
2025 Q2	–	Hold	0	–	–	–	650
2025 Q1	–	Hold	0	–	–	–	646
2024 Q4	–	Hold	0	–	–	–	646
2024 Q3	–	Hold	0	–	–	–	649
2024 Q2	–	Hold	0	–	–	–	637
2024 Q1	–	Hold	0	–	–	–	661
2023 Q4	–	Hold	0	–	–	–	695
2023 Q3	–	Hold	0	–	–	–	723
2023 Q2	–	Hold	0	–	–	–	687
2023 Q1	–	Hold	0	–	–	–	688
2022 Q4	–	Hold	0	–	–	–	622
2022 Q3	–	Hold	0	–	–	–	625
2022 Q2	–	Hold	0	–	–	–	705
2022 Q1	–	Hold	0	–	–	–	610
2021 Q4	–	Hold	0	–	–	–	765
2021 Q3	–	Hold	0	–	–	–	625
2021 Q2	–	Hold	0	–	–	–	500
2021 Q1	–	Hold	0	–	–	–	496