True Wealth Design’s Clear Secure YOU Stock Holding History

True Wealth Design’s Portfolio YOU Stock Details YOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$501	Buy
2025 Q1	–	Sell
2024 Q4	$933	Sell
2024 Q3	$4.74K	Buy