Marshall & Sterling Wealth Advisors’s Renaissance IPO ETF IPO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Hold	0	–	–	–	658
2025 Q1	–	Sell	-2	Closed	-$87	–	651
2024 Q4	$87	Buy	+2	New	+$87	﹤0.01%	355