Tortoise Investment Management’s JBG SMITH JBGS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.9K	Hold	341	–	–	﹤0.01%	642
2025 Q1	$5.49K	Hold	341	–	–	﹤0.01%	623
2024 Q4	$5.24K	Hold	341	–	–	﹤0.01%	680
2024 Q3	$5.96K	Hold	341	–	–	﹤0.01%	673
2024 Q2	$5.19K	Hold	341	–	–	﹤0.01%	682
2024 Q1	$5.47K	Hold	341	–	–	﹤0.01%	668
2023 Q4	$5.8K	Hold	341	–	–	﹤0.01%	625
2023 Q3	$4.93K	Hold	341	–	–	﹤0.01%	620
2023 Q2	$5.13K	Hold	341	–	–	﹤0.01%	619
2023 Q1	$5.14K	Hold	341	–	–	﹤0.01%	611
2022 Q4	$6.47K	Hold	341	–	–	﹤0.01%	587
2022 Q3	$6K	Hold	341	–	–	﹤0.01%	584
2022 Q2	$8K	Hold	341	–	–	﹤0.01%	543
2022 Q1	$10K	Hold	341	–	–	﹤0.01%	494
2021 Q4	$10K	Hold	341	–	–	﹤0.01%	482
2021 Q3	$10K	Hold	341	–	–	﹤0.01%	465
2021 Q2	$11K	Hold	341	–	–	﹤0.01%	454
2021 Q1	$11K	Hold	341	–	–	﹤0.01%	430
2020 Q4	$11K	Hold	341	–	–	﹤0.01%	404
2020 Q3	$9K	Hold	341	–	–	﹤0.01%	388
2020 Q2	$10K	Hold	341	–	–	﹤0.01%	368
2020 Q1	$11K	Hold	341	–	–	﹤0.01%	348
2019 Q4	$14K	Hold	341	–	–	﹤0.01%	363
2019 Q3	$13K	Hold	341	–	–	﹤0.01%	367
2019 Q2	$13K	Hold	341	–	–	﹤0.01%	395
2019 Q1	$14K	Hold	341	–	–	﹤0.01%	370
2018 Q4	$12K	Hold	341	–	–	﹤0.01%	368
2018 Q3	$13K	Hold	341	–	–	﹤0.01%	373
2018 Q2	$12K	Hold	341	–	–	﹤0.01%	388
2018 Q1	$11K	Hold	341	–	–	﹤0.01%	373
2017 Q4	$12K	Buy	+341	New	+$12K	﹤0.01%	370