Sandia Investment Management’s TWFG, Inc. Common Stock TWFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,000	Closed	-$154K	–	127
2024 Q4	$154K	Sell	5,000 -5,000	-50%	-$154K	0.29%	71
2024 Q3	$271K	Buy	+10,000	New	+$271K	0.44%	50