Laird Norton Wetherby Wealth Management’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$660K	Sell	4,058 -68	-2%	-$11.5K	0.03%	483
2025 Q2	$724K	Buy	+4,126	New	+$731K	0.03%	453
2024 Q4	$445K	Buy	2,127 +66	+3%	+$14.4K	0.02%	571
2024 Q3	$442K	Sell	2,061 -237	-10%	-$47.8K	0.02%	606
2024 Q2	$462K	Sell	2,298 -546	-19%	-$119K	0.02%	561
2024 Q1	$694K	Sell	2,844 -36	-1%	-$8.13K	0.03%	460
2023 Q4	$625K	Buy	2,880 +509	+21%	+$103K	0.03%	468
2023 Q3	$493K	Sell	2,371 -356	-13%	-$77.2K	0.03%	526
2023 Q2	$587K	Buy	2,727 +435	+19%	+$91.4K	0.03%	478
2023 Q1	$530K	Sell	2,292 -289	-11%	-$65.6K	0.03%	513
2022 Q4	$589K	Buy	2,581 +148	+6%	+$33.1K	0.04%	471
2022 Q3	$486K	Buy	2,433 +87	+4%	+$17.6K	0.03%	505
2022 Q2	$426K	Sell	2,346 -69	-3%	-$13K	0.03%	553
2022 Q1	$463K	Buy	2,415 +47	+2%	+$9.53K	0.03%	550
2021 Q4	$560K	Sell	2,368 -45	-2%	-$10.2K	0.03%	479
2021 Q3	$499K	Sell	2,413 -2	-0.1%	-$444	0.03%	512
2021 Q2	$531K	Buy	2,415 +854	+55%	+$189K	0.03%	488
2021 Q1	$327K	Sell	1,561 -1,068	-41%	-$212K	0.02%	575
2020 Q4	$524K	Buy	2,629 +1,047	+66%	+$199K	0.04%	446
2020 Q3	$289K	Buy	1,582 +83	+6%	+$14.4K	0.03%	534
2020 Q2	$237K	Buy	+1,499	New	+$229K	0.02%	593