UBS AM’s Ibotta IBTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.58M	Buy	43,040 +30,450	+242%	+$1.11M	﹤0.01%	2245
2025 Q1	$531K	Buy	12,590 +6,746	+115%	+$285K	﹤0.01%	2492
2024 Q4	$380K	Buy	5,844 +837	+17%	+$54.5K	﹤0.01%	2592
2024 Q3	$308K	Buy	+5,007	New	+$308K	﹤0.01%	2727