WISDOMTREE TR

Ticker: USFR CUSIP: 97717Y527 Class: FLOATNG RAT TREA

Bernardo Wealth Planning LLC's Holding History (CIK: 0001765595)

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

Q4 2025
Shares 95,683 Value ($000) $4,815 Avg Close — Range —
Q3 2025
Shares 99,447 Value ($000) $4,999 Avg Close — Range —
Q2 2025
Shares 149,754 Value ($000) $8 Avg Close — Range —
Q1 2025
Shares 99,462 Value ($000) $5 Avg Close — Range —
Q4 2024
Shares 95,153 Value ($000) $4,796 Avg Close — Range —
Q3 2024
Shares 92,957 Value ($000) $5 Avg Close — Range —
Q2 2024
Shares 95,663 Value ($000) $4,813 Avg Close — Range —
Q1 2024
Shares 80,286 Value ($000) $4,038 Avg Close — Range —
Q4 2023
Shares 69,280 Value ($000) $3,481 Avg Close — Range —
Q3 2023
Shares 54,204 Value ($000) $2,728 Avg Close — Range —
Q2 2023
Shares 50,638 Value ($000) $2,548 Avg Close — Range —
Q1 2023
Shares 45,968 Value ($000) $2,311 Avg Close — Range —
Q4 2022
Shares 43,506 Value ($000) $2,187 Avg Close — Range —