Rothschild Investment LLC’s NuScale Power SMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$44.5K	Buy	1,125 +350	+45%	+$13.8K	﹤0.01%	806
2025 Q1	$11K	Buy	775 +440	+131%	+$6.23K	﹤0.01%	1147
2024 Q4	$6.01K	Buy	335 +190	+131%	+$3.41K	﹤0.01%	1285
2024 Q3	$1.68K	Buy	145 +80	+123%	+$926	﹤0.01%	1821
2024 Q2	$760	Buy	+65	New	+$760	﹤0.01%	1813