OWP

ORG Wealth Partners’s KLA KLAC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1	Closed	-$682	–	680
2025 Q1	$682	Sell	1 -3	-75%	-$2.05K	﹤0.01%	714
2024 Q4	$2.52K	Buy	4 +2	+100%	+$1.26K	﹤0.01%	462
2024 Q3	$1.55K	Buy	+2	New	+$1.55K	﹤0.01%	451