Prestige Wealth Management Group’s WisdomTree 7-10 Year Laddered Treasury Fund USIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$151K	Hold	3,000	–	–	0.03%	180
2025 Q1	$150K	Hold	3,000	–	–	0.03%	172
2024 Q4	$146K	Sell	3,000 -650	-18%	-$31.7K	0.03%	172
2024 Q3	$188K	Buy	+3,650	New	+$188K	0.04%	154