ORG Partners’s DZS Inc. Common Stock DZSI Stock Holding History

ORG Partners’s Portfolio DZSI Stock Details DZSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,000	Closed	-$1.16K	–	1424
2024 Q2	$1.16K	Buy	+1,000	New	+$1.36K	﹤0.01%	1556
2024 Q1	–	Sell	-2,000	Closed	-$3.94K	–	1195
2023 Q4	$3.94K	Buy	2,000 +1,000	+100%	+$1.57K	﹤0.01%	880
2023 Q3	$2.1K	Hold	1,000	–	–	﹤0.01%	1071
2023 Q2	$4K	Buy	+1,000	New	+$5.87K	﹤0.01%	1110

Other funds holding DZSI

One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

ORG Wealth Partners Dallas, Texas $508M AUM 83.62% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return