WhitTier Trust Company’s StepStone Group STEP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$36.6K	Hold	780	–	–	﹤0.01%	784
2025 Q4	$55.1K	Sell	780 -15	-2%	-$949	﹤0.01%	697
2025 Q3	$53.2K	Buy	795 +52	+7%	+$3.17K	﹤0.01%	678
2025 Q2	$41.2K	Hold	743	–	–	﹤0.01%	830
2025 Q1	$38.8K	Hold	743	–	–	﹤0.01%	830
2024 Q4	$43K	Hold	743	–	–	﹤0.01%	783
2024 Q3	$42.2K	Hold	743	–	–	﹤0.01%	786
2024 Q2	$34.1K	Hold	743	–	–	﹤0.01%	783
2024 Q1	$26.5K	Hold	743	–	–	﹤0.01%	805
2023 Q4	$23.6K	Hold	743	–	–	﹤0.01%	805
2023 Q3	$23.5K	Hold	743	–	–	﹤0.01%	793
2023 Q2	$18.4K	Hold	743	–	–	﹤0.01%	868
2023 Q1	$18K	Hold	743	–	–	﹤0.01%	858
2022 Q4	$18.7K	Hold	743	–	–	﹤0.01%	850
2022 Q3	$18K	Hold	743	–	–	﹤0.01%	831
2022 Q2	$19K	Hold	743	–	–	﹤0.01%	827
2022 Q1	$25K	Buy	+743	New	+$25.6K	﹤0.01%	778