CAPITOL SER TR

Ticker: TACK CUSIP: 14064D550 Class: FAIRLEAD TACTICA

Insight Wealth Partners, LLC's Holding History (CIK: 0001627003)

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

Q4 2025
Shares 62,450 Value ($000) $1,872 Avg Close — Range —
Q3 2025
Shares 61,152 Value ($000) $1,835 Avg Close — Range —
Q2 2025
Shares 58,043 Value ($000) $1,638 Avg Close — Range —
Q1 2025
Shares 56,872 Value ($000) $1,546 Avg Close — Range —
Q4 2024
Shares 51,843 Value ($000) $1,418 Avg Close — Range —
Q3 2024
Shares 52,329 Value ($000) $1,472 Avg Close — Range —
Q2 2024
Shares 51,526 Value ($000) $1,338 Avg Close — Range —
Q1 2024
Shares 47,974 Value ($000) $1,268 Avg Close — Range —
Q4 2023
Shares 42,071 Value ($000) $1,043 Avg Close — Range —
Q3 2023
Shares 42,141 Value ($000) $955 Avg Close — Range —
Q2 2023
Shares 39,549 Value ($000) $940 Avg Close — Range —