TCW ETF TRUST

Ticker: VOTE CUSIP: 29287L106 Class: TRANSFRM 500 ETF

Phoenix Wealth Advisors's Holding History (CIK: 0001842362)

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

Q4 2025
Shares 32,677 Value ($000) $2,621 Avg Close — Range —
Q3 2025
Shares 32,824 Value ($000) $2,576 Avg Close — Range —
Q2 2025
Shares 33,921 Value ($000) $2,467 Avg Close — Range —
Q1 2025
Shares 60,809 Value ($000) $3,976 Avg Close — Range —
Q4 2024
Shares 62,959 Value ($000) $4,331 Avg Close — Range —
Q3 2024
Shares 50,684 Value ($000) $3,398 Avg Close — Range —
Q2 2024
Shares 52,583 Value ($000) $3,343 Avg Close — Range —
Q1 2024
Shares 53,716 Value ($000) $3,290 Avg Close — Range —
Q4 2023
Shares 54,385 Value ($000) $3,003 Avg Close — Range —
Q3 2023
Shares 30,468 Value ($000) $1,520 Avg Close — Range —
Q2 2023
Shares 30,825 Value ($000) $1,591 Avg Close — Range —
Q1 2023
Shares 31,474 Value ($000) $1,498 Avg Close — Range —
Q4 2022
Shares 30,880 Value ($000) $1,366 Avg Close — Range —
Q3 2022
Shares 33,925 Value ($000) $1,411 Avg Close — Range —
Q2 2022
Shares 35,473 Value ($000) $1,553 Avg Close — Range —
Q1 2022
Shares 35,157 Value ($000) $1,835 Avg Close — Range —
Q4 2021
Shares 29,135 Value ($000) $1,630 Avg Close — Range —
Q3 2021
Shares 300 Value ($000) $15 Avg Close — Range —