Willow Creek Wealth Management’s Public Storage PSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$228K	Hold	789	–	–	0.02%	165
2025 Q2	$232K	Hold	789	–	–	0.02%	154
2025 Q1	$236K	Hold	789	–	–	0.02%	142
2024 Q4	$236K	Hold	789	–	–	0.02%	141
2024 Q3	$287K	Hold	789	–	–	0.03%	133
2024 Q2	$227K	Hold	789	–	–	0.03%	143
2024 Q1	$229K	Hold	789	–	–	0.03%	140
2023 Q4	$241K	Hold	789	–	–	0.03%	127
2023 Q3	$208K	Sell	789 -1,309	-62%	-$367K	0.03%	129
2023 Q2	$612K	Buy	2,098 +1,309	+166%	+$381K	0.09%	78
2023 Q1	$238K	Hold	789	–	–	0.04%	117
2022 Q4	$221K	Sell	789 -1,328	-63%	-$387K	0.04%	123
2022 Q3	$620K	Buy	2,117 +19	+0.9%	+$6.18K	0.12%	62
2022 Q2	$656K	Buy	2,098 +1,309	+166%	+$453K	0.12%	62
2022 Q1	$308K	Hold	789	–	–	0.06%	91
2021 Q4	$296K	Hold	789	–	–	0.06%	100
2021 Q3	$234K	Hold	789	–	–	0.05%	103
2021 Q2	$237K	Buy	+789	New	+$221K	0.06%	101
2018 Q2	–	Sell	-1,023	Closed	-$205K	–	73
2018 Q1	$205K	Buy	+1,023	New	+$199K	0.11%	66