Modera Wealth Management’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$284K	Buy	17,523 +587	+3%	+$9.5K	﹤0.01%	548
2025 Q1	$288K	Buy	16,936 +522	+3%	+$8.86K	﹤0.01%	521
2024 Q4	$275K	Buy	+16,414	New	+$275K	﹤0.01%	530