TWD
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True Wealth Design’s FiscalNote NOTE Stock Holding History

True Wealth Design’s Portfolio NOTE Stock Details NOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$17 Buy
3
+1
+50% +$6 ﹤0.01% 2523
2025
Q1 		$22 Buy
+2
New +$22 ﹤0.01% 2573