Tolleson Wealth Management’s TCW Transform 500 ETF VOTE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.85M	Hold	66,650	–	–	0.83%	15
2025 Q1	$4.36M	Buy	66,650 +300	+0.5%	+$19.6K	0.84%	16
2024 Q4	$4.56M	Buy	66,350 +54,350	+453%	+$3.74M	0.94%	13
2024 Q3	$804K	Hold	12,000	–	–	0.15%	43
2024 Q2	$763K	Buy	+12,000	New	+$763K	0.15%	48