STRATEGY SHS

Ticker: ESUM CUSIP: 86280R787 Class: ETF

MONEYWISE, INC.'s Holding History (CIK: 0001703080)

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

Q4 2025
Shares 269,235 Value ($000) $7,251 Avg Close — Range —
Q3 2025
Shares 248,810 Value ($000) $6,763 Avg Close — Range —
Q2 2025
Shares 222,365 Value ($000) $5,780 Avg Close — Range —
Q1 2025
Shares 59,427 Value ($000) $1,403 Avg Close — Range —