Sendero Wealth Management’s Simpson Manufacturing SSD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$514K	Hold	2,993	–	–	0.06%	157
2025 Q4	$483K	Sell	2,993 -3,332	-53%	-$563K	0.05%	162
2025 Q3	$1.06M	Hold	6,325	–	–	0.12%	96
2025 Q2	$982K	Buy	6,325 +705	+13%	+$109K	0.12%	101
2025 Q1	$883K	Buy	5,620 +828	+17%	+$136K	0.12%	99
2024 Q4	$795K	Hold	4,792	–	–	0.12%	97
2024 Q3	$917K	Hold	4,792	–	–	0.14%	86
2024 Q2	$808K	Hold	4,792	–	–	0.14%	87
2024 Q1	$983K	Hold	4,792	–	–	0.17%	80
2023 Q4	$949K	Buy	4,792 +475	+11%	+$75.3K	0.18%	80
2023 Q3	$647K	Buy	4,317 +600	+16%	+$91.2K	0.14%	97
2023 Q2	$515K	Buy	3,717 +590	+19%	+$72.5K	0.11%	109
2023 Q1	$343K	Buy	3,127 +530	+20%	+$55.6K	0.11%	85
2022 Q4	$230K	Buy	+2,597	New	+$227K	0.08%	96