JEFFERIES FINL GROUP INC

Ticker: JEF CUSIP: 47233W109 Class: EQTY

Insight Wealth Strategies, LLC's Holding History (CIK: 0001749914)

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

Q3 2025

Shares 81,769 Value ($000) $5,349 Avg Close $59.90 Range $52.82 - $70.00

Q2 2025

Shares 82,194 Value ($000) $4,567 Avg Close $48.27 Range $38.16 - $55.36

Q1 2025

Shares 60,109 Value ($000) $3,220 Avg Close $65.74 Range $49.22 - $79.86

Q4 2024

Shares 55,943 Value ($000) $4,386 Avg Close $69.33 Range $58.29 - $79.25

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	81,769	$5,349	$59.90	$52.82 - $70.00
Q2 2025	82,194	$4,567	$48.27	$38.16 - $55.36
Q1 2025	60,109	$3,220	$65.74	$49.22 - $79.86
Q4 2024	55,943	$4,386	$69.33	$58.29 - $79.25