SVB Wealth’s Exponent EXPO Stock Holding History

SVB Wealth’s Portfolio EXPO Stock Details EXPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$80K	Buy
2023 Q3	–	Sell
2023 Q2	$206K	Sell
2023 Q1	$309K	Sell
2022 Q4	$310K	Sell
2022 Q3	$356K	Buy