KFS
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Kurt F. Somerville’s Broadridge BR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$244K Sell
1,006
-250
-20% -$60.8K 0.04% 103
2025
Q1
$305K Buy
+1,256
New +$305K 0.05% 95