Johnson Financial Group Inc (Wisconsin)’s i3 Verticals IIIV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,912	Closed	-$71.8K	–	805
2025 Q1	$71.8K	Hold	2,912	–	–	﹤0.01%	547
2024 Q4	$72.5K	Buy	+2,912	New	+$72.5K	﹤0.01%	419