HARTFORD FDS EXCHANGE TRADED

Ticker: HTRB CUSIP: 41653L305 Class: TOTAL RTRN ETF

Golden State Wealth Management, LLC's Holding History (CIK: 0001776033)

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

Q4 2025
Shares 44,178 Value ($000) $1,509 Avg Close Range
Q3 2025
Shares 45,235 Value ($000) $1,551 Avg Close Range
Q2 2025
Shares 45,407 Value ($000) $1,538 Avg Close Range
Q1 2025
Shares 46,450 Value ($000) $1,573 Avg Close Range
Q4 2024
Shares 113,453 Value ($000) $3,781 Avg Close Range
Q1 2022
Shares 67,357 Value ($000) $2,480 Avg Close Range
Q4 2021
Shares 69,038 Value ($000) $2,743 Avg Close Range
Q3 2021
Shares 5,364 Value ($000) $218 Avg Close Range
Q4 2020
Shares 79,012 Value ($000) $3,297 Avg Close Range
Q3 2020
Shares 89,279 Value ($000) $3,692 Avg Close Range
Q2 2020
Shares 153,243 Value ($000) $6,419 Avg Close Range
Q1 2020
Shares 165 Value ($000) $7 Avg Close Range