KeyBank National Association’s EngageSmart, Inc. ESMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-15,005	Closed	-$270K	–	1120
2023 Q3	$270K	Hold	15,005	–	–	﹤0.01%	891
2023 Q2	$286K	Buy	+15,005	New	+$286K	﹤0.01%	901