LifeWealth Investments’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$13.3M	Buy	265,204 +47,851	+22%	+$2.41M	4.33%	3
2025 Q1	$10.9M	Buy	217,353 +91,231	+72%	+$4.59M	4.48%	2
2024 Q4	$6.35M	Buy	+126,122	New	+$6.35M	4.21%	2