Lindbrook Capital’s i3 Verticals IIIV Stock Holding History

Lindbrook Capital’s Portfolio IIIV Stock Details IIIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$567	Hold
2024 Q4	$530	Hold
2024 Q3	$490	Hold
2024 Q2	$508	Buy
2024 Q1	–	Sell
2023 Q4	$1.42K	Buy
2023 Q1	–	Sell
2022 Q4	$195	Sell
2022 Q3	$2K	Buy
2022 Q2	$1K	Buy