WISDOMTREE TR

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

M Wealth Management, LLC's Holding History (CIK: 0002026150)

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

Q4 2025
Shares 80,865 Value ($000) $4,069 Avg Close — Range —
Q3 2025
Shares 87,496 Value ($000) $4,398 Avg Close — Range —
Q2 2025
Shares 103,796 Value ($000) $5,222 Avg Close — Range —
Q1 2025
Shares 131,596 Value ($000) $6,623 Avg Close — Range —
Q4 2024
Shares 157,172 Value ($000) $7,909 Avg Close — Range —