Charter Research & Investment Group, Inc. Purchases in Q1 2025

Charter Research & Investment Group, Inc.

Stock	Shares change	Price Range	Shares Held
SPSM Spdr Portfolio S&P 600 Small C ETFs	33.4K + 477.94%	$40.03 - $46.81 $1.34M - $1.56M	40.3K $1.64M
IBM International Business Machines Corp Technology	28 + 0.14%	$217.4 - $264.74 $6.09K - $7.41K	19.9K $4.95M
GLD Spdr Gold Trust ETFs	15 + 0.14%	$243.19 - $288.14 $3.65K - $4.32K	11K $3.18M
EFG Msci Eafe Growth ETF ETFs	2.54K New	$96.1 - $106.37 $244K - $270K	2.54K $254K
T At&T Inc. Communication Services	215 + 0.5%	$21.56 - $28.28 $4.64K - $6.08K	43.4K $1.23M
DUK Duke Energy Corp Utilities	1.78K New	$105.87 - $121.97 $189K - $217K	1.78K $217K
VEU Vanguard Ftse All World Ex Us ETFs	3.35K New	$56.51 - $62.98 $189K - $211K	3.35K $203K
QQQ Invesco Qqq Trust, Series 1 ETFs	407 + 30.74%	$468.34 - $539.52 $191K - $220K	1.73K $811K
MCD Mcdonalds Corp Consumer Cyclical	107 + 3.82%	$279.74 - $321.29 $29.9K - $34.4K	2.91K $908K
RSP Invesco S&P 500 Equal Weight E ETFs	604 + 16.22%	$169.43 - $182.84 $102K - $110K	4.33K $749K
MMM 3 M CO Industrials	58 + 3.04%	$129.7 - $155.12 $7.52K - $9K	1.97K $289K
PFE Pfizer Inc Healthcare	113 + 0.96%	$25.01 - $27.13 $2.83K - $3.07K	11.9K $302K
BAC Bank Of America Corp Financial Services	500 + 0.68%	$39.61 - $47.74 $19.8K - $23.9K	74.1K $3.09M
MDY Spdr S&P Midcap 400 ETF Trust ETFs	66 + 1.06%	$522.96 - $601.18 $34.5K - $39.7K	6.28K $3.35M
MSFT Microsoft Corp Technology	150 + 2.43%	$375.39 - $447.2 $56.3K - $67.1K	6.32K $2.37M

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