West Oak Capital’s Vertex VERX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2	Closed	-$1K	–	316
2024 Q4	$1K	Hold	2	–	–	﹤0.01%	302
2024 Q3	$1	Buy	+2	New	+$1	﹤0.01%	306