Patton Albertson Miller Group’s Carlyle Secured Lending CGBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$344K	Buy	+25,114	New	+$344K	0.05%	178
2020 Q2	–	Sell	-13,750	Closed	-$72K	–	207
2020 Q1	$72K	Buy	+13,750	New	+$72K	0.02%	208