MWM

Modern Wealth Management’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$217K	Sell	9,520 -3,500	-27%	-$79.7K	0.01%	712
2025 Q1	$287K	Sell	13,020 -700	-5%	-$15.4K	0.01%	536
2024 Q4	$287K	Buy	+13,720	New	+$287K	0.01%	464