Kestra Advisory Services’s First Business Financial Services FBIZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$496K	Hold	9,200	–	–	﹤0.01%	2233
2025 Q4	$500K	Hold	9,200	–	–	﹤0.01%	2144
2025 Q3	$472K	Hold	9,200	–	–	﹤0.01%	2103
2025 Q2	$466K	Hold	9,200	–	–	﹤0.01%	2018
2025 Q1	$434K	Hold	9,200	–	–	﹤0.01%	1909
2024 Q4	$426K	Hold	9,200	–	–	﹤0.01%	1981
2024 Q3	$419K	Hold	9,200	–	–	﹤0.01%	1876
2024 Q2	$340K	Hold	9,200	–	–	﹤0.01%	2045
2024 Q1	$345K	Hold	9,200	–	–	﹤0.01%	1905
2023 Q4	$369K	Hold	9,200	–	–	﹤0.01%	1717
2023 Q3	$276K	Hold	9,200	–	–	﹤0.01%	1716
2023 Q2	$271K	Hold	9,200	–	–	﹤0.01%	1692
2023 Q1	$281K	Hold	9,200	–	–	﹤0.01%	1608
2022 Q4	$336K	Hold	9,200	–	–	﹤0.01%	1659
2022 Q3	$297K	Hold	9,200	–	–	﹤0.01%	1596
2022 Q2	$287K	Hold	9,200	–	–	﹤0.01%	1658
2022 Q1	$302K	Hold	9,200	–	–	﹤0.01%	1589
2021 Q4	$268K	Hold	9,200	–	–	﹤0.01%	1671
2021 Q3	$264K	Buy	+9,200	New	+$254K	﹤0.01%	1777