Plancorp LLC’s Bank of New York Mellon BK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$261K	Buy	2,864 +45	+2%	+$4.1K	0.01%	317
2025 Q1	$236K	Buy	+2,819	New	+$236K	0.01%	320