Waverly Advisors’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$385K	Sell	7,734 -907	-10%	-$45.1K	﹤0.01%	886
2025 Q1	$429K	Buy	8,641 +1,000	+13%	+$49.6K	0.01%	820
2024 Q4	$381K	Hold	7,641	–	–	0.01%	750
2024 Q3	$381K	Hold	7,641	–	–	0.01%	631
2024 Q2	$380K	Buy	+7,641	New	+$380K	0.01%	622