UBS AM’s EngageSmart, Inc. ESMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-46,546	Closed	-$837K	–	2619
2023 Q3	$837K	Buy	+46,546	New	+$837K	﹤0.01%	2047
2021 Q4	–	Sell	-80,000	Closed	-$2.72M	–	2915
2021 Q3	$2.72M	Buy	+80,000	New	+$2.72M	﹤0.01%	1694