PERMIAN BASIN RTY TR

Ticker: PBT CUSIP: 714236106 Class: UNIT BEN INT

BWM Planning, LLC's Holding History (CIK: 0002039698)

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

Q4 2025
Shares 104,397 Value ($000) $1,773 Avg Close — Range —
Q3 2025
Shares 104,397 Value ($000) $1,905 Avg Close — Range —
Q2 2025
Shares 103,725 Value ($000) $1,292 Avg Close — Range —
Q1 2025
Shares 104,397 Value ($000) $1,035 Avg Close — Range —
Q4 2024
Shares 104,397 Value ($000) $1,157 Avg Close — Range —
Q3 2024
Shares 103,725 Value ($000) $1,233 Avg Close — Range —