PHILLIPS EDISON & CO INC

Ticker: PECO CUSIP: 71844V201 Class: COMMON STOCK

Lakeridge Wealth Management LLC's Holding History (CIK: 0002012028)

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

Q4 2025
Shares 17,046 Value ($000) $606 Avg Close — Range —
Q3 2025
Shares 16,893 Value ($000) $580 Avg Close — Range —
Q2 2025
Shares 18,158 Value ($000) $636 Avg Close — Range —
Q1 2025
Shares 22,287 Value ($000) $813 Avg Close — Range —
Q4 2024
Shares 22,113 Value ($000) $828 Avg Close — Range —
Q3 2024
Shares 21,946 Value ($000) $828 Avg Close — Range —
Q2 2024
Shares 23,673 Value ($000) $774 Avg Close — Range —
Q1 2024
Shares 23,480 Value ($000) $842 Avg Close — Range —
Q4 2023
Shares 23,973 Value ($000) $875 Avg Close — Range —