WASATCH FDS TR CRE GWTH INSTL

Ticker: WIGRX CUSIP: 936793793 Class: MF

Williams Jones Wealth Management, LLC.'s Holding History (CIK: 0001788587)

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

Q4 2025
Shares 7,000 Value ($000) $533 Avg Close — Range —
Q3 2025
Shares 7,500 Value ($000) $638 Avg Close — Range —
Q2 2025
Shares 8,663 Value ($000) $759 Avg Close — Range —
Q1 2025
Shares 11,853 Value ($000) $984 Avg Close — Range —