American Century Equity Income Inv

Ticker: TWEIX CUSIP: 025076100 Class: NTF EQUITY FUNDS

ENCOMPASS WEALTH ADVISORS, LLC's Holding History (CIK: 0001849614)

Note: Option positions (PUT/CALL) are excluded.

Q3 2023
Shares 45,360 Value ($000) $385 Avg Close — Range —
Q2 2023
Shares 45,098 Value ($000) $401 Avg Close — Range —
Q1 2023
Shares 44,765 Value ($000) $392 Avg Close — Range —
Q4 2022
Shares 44,561 Value ($000) $390 Avg Close — Range —
Q3 2022
Shares 41,577 Value ($000) $355 Avg Close — Range —
Q2 2022
Shares 41,095 Value ($000) $369 Avg Close — Range —
Q1 2022
Shares 41,095 Value ($000) $405 Avg Close — Range —
Q4 2021
Shares 38,781 Value ($000) $382 Avg Close — Range —
Q3 2021
Shares 38,781 Value ($000) $377 Avg Close — Range —
Q2 2021
Shares 38,627 Value ($000) $379 Avg Close — Range —
Q1 2021
Shares 38,373 Value ($000) $376 Avg Close — Range —