MWM

Modera Wealth Management’s Hingham Institution for Saving HIFS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-923	Closed	-$215K	–	567
2023 Q1	$215K	Hold	923	–	–	0.01%	328
2022 Q4	$255K	Hold	923	–	–	0.01%	303
2022 Q3	$232K	Hold	923	–	–	0.01%	282
2022 Q2	$262K	Hold	923	–	–	0.01%	276
2022 Q1	$317K	Hold	923	–	–	0.01%	275
2021 Q4	$388K	Hold	923	–	–	0.01%	333
2021 Q3	$311K	Hold	923	–	–	0.02%	201
2021 Q2	$268K	Hold	923	–	–	0.01%	196
2021 Q1	$262K	Buy	+923	New	+$262K	0.02%	188
2020 Q1	–	Sell	-1,048	Closed	-$220K	–	156
2019 Q4	$220K	Sell	1,048 -54	-5%	-$11.3K	0.03%	139
2019 Q3	$208K	Hold	1,102	–	–	0.03%	138
2019 Q2	$218K	Buy	+1,102	New	+$218K	0.04%	132
2019 Q1	–	Sell	-1,102	Closed	-$218K	–	146
2018 Q4	$218K	Hold	1,102	–	–	0.04%	122
2018 Q3	$242K	Hold	1,102	–	–	0.05%	123
2018 Q2	$242K	Hold	1,102	–	–	0.05%	116
2018 Q1	$227K	Hold	1,102	–	–	0.05%	118
2017 Q4	$228K	Hold	1,102	–	–	0.05%	117
2017 Q3	$210K	Hold	1,102	–	–	0.05%	121
2017 Q2	$200K	Buy	+1,102	New	+$200K	0.05%	117
2017 Q1	–	Sell	-1,102	Closed	-$217K	–	118
2016 Q4	$217K	Buy	+1,102	New	+$217K	0.07%	98