Cypress Point Wealth Management, LLC Closed Holding Positions

Cypress Point Wealth Management, LLC

$361 Million
Q2 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
FMC Fmc Corp Basic Materials	Q1 2021 Filed on May 07, 2021	1,850	$100.77 - $122.25 $186K - $226K
FL Foot Locker, Inc. Consumer Cyclical	Q1 2021 Filed on May 07, 2021	347	$39.1 - $59.06 $13.6K - $20.5K
LBTYK Liberty Global PLC Communication Services	Q1 2021 Filed on May 07, 2021	2,414	$23.53 - $26.56 $56.8K - $64.1K
HD Home Depot, Inc. Consumer Cyclical	Q1 2021 Filed on May 07, 2021	50	$250.93 - $305.25 $12.5K - $15.3K
GWRE Guidewire Software, Inc. Technology	Q1 2021 Filed on May 07, 2021	3,695	$97.8 - $132.54 $361K - $490K
GHC Graham Holdings CO Consumer Defensive	Q1 2021 Filed on May 07, 2021	876	$525.91 - $620.0 $461K - $543K
IEX Idex Corp Industrials	Q1 2021 Filed on May 07, 2021	1,365	$186.19 - $210.46 $254K - $287K
INGR Ingredion Inc Consumer Defensive	Q1 2021 Filed on May 07, 2021	11,500	$74.32 - $92.78 $855K - $1.07M
BEN Franklin Resources Inc Financial Services	Q1 2021 Filed on May 07, 2021	355	$24.28 - $30.26 $8.62K - $10.7K
ALC Alcon Inc Healthcare	Q1 2021 Filed on May 07, 2021	2,425	$65.32 - $76.01 $158K - $184K
FOXA Fox Corp Communication Services	Q1 2021 Filed on May 07, 2021	390	$28.81 - $44.18 $11.2K - $17.2K
WTM White Mountains Insurance Group LTD Financial Services	Q1 2021 Filed on May 07, 2021	95	$1010.0 - $1267.52 $96K - $120K
UNH Unitedhealth Group Inc Healthcare	Q1 2021 Filed on May 07, 2021	960	$324.34 - $379.06 $311K - $364K
Flir Sys Inc	Q1 2021 Filed on May 07, 2021	200	N/A
TJX Tjx Companies Inc Consumer Cyclical	Q1 2021 Filed on May 07, 2021	6,190	$62.55 - $70.23 $387K - $435K
JEF Jefferies Financial Group Inc. Financial Services	Q1 2021 Filed on May 07, 2021	1,065	$23.12 - $34.28 $24.6K - $36.5K
SPB Spectrum Brands Holdings, Inc. Consumer Defensive	Q1 2021 Filed on May 07, 2021	26	$75.57 - $86.92 $1.96K - $2.26K
SRG Seritage Growth Properties Real Estate	Q1 2021 Filed on May 07, 2021	560	$13.86 - $23.22 $7.76K - $13K
JLL Jones Lang Lasalle Inc Real Estate	Q1 2021 Filed on May 07, 2021	3,555	$142.33 - $181.78 $506K - $646K
KMB Kimberly Clark Corp Consumer Defensive	Q1 2021 Filed on May 07, 2021	1,650	$128.33 - $139.05 $212K - $229K
SCHL Scholastic Corp Communication Services	Q1 2021 Filed on May 07, 2021	250	$24.43 - $31.48 $6.11K - $7.87K
SNY Sanofi Healthcare	Q1 2021 Filed on May 07, 2021	235	$45.46 - $50.51 $10.7K - $11.9K
KEX Kirby Corp Industrials	Q1 2021 Filed on May 07, 2021	150	$50.76 - $69.9 $7.61K - $10.5K
TMO Thermo Fisher Scientific Inc. Healthcare	Q1 2021 Filed on May 07, 2021	1,250	$439.85 - $518.83 $550K - $649K
JOUT Johnson Outdoors Inc Consumer Cyclical	Q1 2021 Filed on May 07, 2021	135	$109.0 - $148.5 $14.7K - $20K
UNP Union Pacific Corp Industrials	Q1 2021 Filed on May 07, 2021	1,510	$194.33 - $222.98 $293K - $337K
UL Unilever PLC Consumer Defensive	Q1 2021 Filed on May 07, 2021	9,165	$52.06 - $60.97 $477K - $559K
Twc Tech Hldgs Ii Corp	Q1 2021 Filed on May 07, 2021	1	N/A
TRIP Trip Advisor, Inc. Consumer Cyclical	Q1 2021 Filed on May 07, 2021	472	$28.31 - $61.03 $13.4K - $28.8K
EXPD Expeditors International Of Washington Inc Industrials	Q1 2021 Filed on May 07, 2021	3,645	$89.52 - $108.4 $326K - $395K
EQC Equity Commonwealth Real Estate	Q1 2021 Filed on May 07, 2021	31,675	$26.55 - $29.25 $841K - $926K
TRMB Trimble Inc. Technology	Q1 2021 Filed on May 07, 2021	3,900	$65.91 - $77.79 $257K - $303K
TRV Travelers Companies, Inc. Financial Services	Q1 2021 Filed on May 07, 2021	5,870	$134.53 - $157.92 $790K - $927K
TSCO Tractor Supply CO Consumer Cyclical	Q1 2021 Filed on May 07, 2021	100	$139.71 - $178.48 $14K - $17.8K
ROP Roper Technologies Inc Industrials	Q1 2021 Filed on May 07, 2021	1,050	$371.89 - $438.53 $390K - $460K

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