MGB Wealth Management’s Carlyle Secured Lending CGBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-17,199	Closed	-$291K	–	310
2025 Q1	$291K	Buy	+17,199	New	+$291K	0.11%	169