True Wealth Design’s State Street STT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.1K	Buy	95 +29	+44%	+$3.08K	﹤0.01%	577
2025 Q1	$5.91K	Buy	66 +37	+128%	+$3.31K	﹤0.01%	631
2024 Q4	$2.85K	Buy	+29	New	+$2.85K	﹤0.01%	654