Perigon Wealth Management’s SPDR Loomis Sayles Opportunistic Bond ETF OBND Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,274	Closed	-$213K	–	1068
2024 Q4	$213K	Buy	8,274 +705	+9%	+$18.1K	0.01%	954
2024 Q3	$200K	Buy	+7,569	New	+$200K	0.01%	938