Base Wealth Management LLC’s iShares Core High Dividend ETF HDV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.59M	Buy	73,338 +5,622	+8%	+$659K	5.51%	7
2025 Q1	$8.2M	Buy	+67,716	New	+$8.2M	6.25%	5