Marshall Investment Management’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-67,650	Closed	-$3.84M	–	215
2025 Q1	$3.84M	Buy	+67,650	New	+$3.84M	2.39%	11