MWM

Mindset Wealth Management’s Barings BDC BBDC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,531	Closed	-$100K	–	154
2025 Q1	$100K	Sell	10,531 -15,500	-60%	-$148K	0.04%	143
2024 Q4	$249K	Sell	26,031 -1,000	-4%	-$9.57K	0.09%	110
2024 Q3	$265K	Buy	+27,031	New	+$265K	0.11%	101