Stonehaven Wealth & Tax Solutions’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.9M	Buy	25,165 +35	+0.1%	+$2.64K	1.85%	14
2025 Q1	$1.7M	Buy	25,130 +7,802	+45%	+$527K	1.79%	15
2024 Q4	$1.23M	Buy	+17,328	New	+$1.23M	1.34%	21