| Stock | Ownership Trend | Portfolio % | Prev Q % | Q4 2023 Value | Q4 2023 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
GE AEROSPACEGE | 63.79% | 57.78% | $163.5M | 1.3M | $141.7M | 1.3M | 00.00% | Unchanged | |
| SSIMPLIFY EXCHANGE TRADED FUN | 36.21% | 42.22% | $92.8M | 4.2M | $103.5M | 4.2M | 00.00% | Unchanged |