LMR Partners’s Workiva WK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-151,500	Closed	-$11.5M	–	1157
2025 Q1	$11.5M	Buy	151,500 +4,000	+3%	+$304K	0.11%	122
2024 Q4	$16.2M	Buy	+147,500	New	+$16.2M	0.14%	99