Jones Financial Companies’s Western Asset Investment Grade Income Fund PAI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.26M	Buy	176,354 +8,461	+5%	+$108K	﹤0.01%	721
2025 Q1	$2.14M	Buy	167,893 +12,794	+8%	+$163K	﹤0.01%	638
2024 Q4	$1.94M	Buy	155,099 +57,376	+59%	+$718K	﹤0.01%	567
2024 Q3	$1.25M	Buy	97,723 +78,494	+408%	+$1M	﹤0.01%	547
2024 Q2	$232K	Buy	+19,229	New	+$232K	﹤0.01%	780