Triad Wealth Partners’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-33,965	Closed	-$1.71M	–	225
2024 Q4	$1.71M	Buy	+33,965	New	+$1.71M	0.62%	38