Level Four Advisory Services’s Clear Secure YOU Stock Holding History

Level Four Advisory Services’s Portfolio YOU Stock Details YOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$328K	Hold
2025 Q1	$306K	Hold
2024 Q4	$315K	Buy
2023 Q2	–	Sell
2023 Q1	$350K	Buy