Lehman Financial Resources’s VanEck Merk Gold Trust OUNZ Stock Holding History

Lehman Financial Resources’s Portfolio OUNZ Stock Details OUNZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-1,000	Closed	-$11K	–	252
2015 Q3	$11K	Hold	1,000	–	–	0.01%	300
2015 Q2	$11K	Buy	+1,000	New	+$11.9K	0.01%	305

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Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Gupta Wealth Management San Diego, California $427M AUM 0.52% 1-Year Est. Return

American International Group New York $609M AUM 23.67% 1-Year Est. Return

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Cordasco Financial Network Naples, Florida $138M AUM 10.5% 1-Year Est. Return