Meriwether Wealth & Planning’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,969	Closed	-$225K	–	130
2025 Q1	$225K	Sell	3,969 -357	-8%	-$20.3K	0.15%	108
2024 Q4	$257K	Buy	+4,326	New	+$257K	0.18%	96