VALUED ADVISERS TR

Ticker: MBSF CUSIP: 92046L338 Class: REGAN FLTG RATE

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 17,881 Value ($000) $459 Avg Close — Range —
Q3 2025
Shares 20,110 Value ($000) $512 Avg Close — Range —
Q2 2025
Shares 29,090 Value ($000) $742 Avg Close — Range —
Q1 2025
Shares 32,836 Value ($000) $836 Avg Close — Range —
Q4 2024
Shares 34,852 Value ($000) $885 Avg Close — Range —
Q3 2024
Shares 34,461 Value ($000) $883 Avg Close — Range —
Q2 2024
Shares 34,481 Value ($000) $874 Avg Close — Range —
Q1 2024
Shares 29,752 Value ($000) $752 Avg Close — Range —