NewEdge Advisors’s Clear Secure YOU Stock Holding History

NewEdge Advisors’s Portfolio YOU Stock Details YOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$94.6K	Sell
2025 Q1	$119K	Buy
2024 Q4	$74.1K	Buy
2023 Q1	–	Sell
2022 Q4	$274	Buy