Retirement Income Solutions’s WisdomTree US MidCap Fund EZM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,291	Closed	-$206K	–	150
2024 Q4	$206K	Hold	3,291	–	–	0.04%	139
2024 Q3	$205K	Buy	+3,291	New	+$205K	0.05%	139
2024 Q2	–	Sell	-3,291	Closed	-$201K	–	147
2024 Q1	$201K	Buy	+3,291	New	+$201K	0.05%	151