Rothschild Investment LLC’s Ponce Financial Group PDLB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$484	Buy	35 +5	+17%	+$69	﹤0.01%	2755
2025 Q1	$380	Hold	30	–	–	﹤0.01%	2699
2024 Q4	$390	Buy	+30	New	+$390	﹤0.01%	2628