Natixis Advisors’s Pathward Financial CASH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.25M	Buy	28,475 +1,354	+5%	+$107K	﹤0.01%	1051
2025 Q1	$1.98M	Buy	27,121 +3,481	+15%	+$254K	﹤0.01%	1085
2024 Q4	$1.74M	Buy	+23,640	New	+$1.74M	﹤0.01%	1136