First Purpose Wealth LLC Purchases in Q1 2024

First Purpose Wealth LLC

Stock	Shares change	Price Range	Shares Held
DFSB Dimensional ETF Tr Dimensional	3.58K + 28.62%	N/A	16.1K $0
GOVT Ishares U.S. Treasury Bond ETF ETFs	331 + 0.79%	$22.51 - $23.08 $7.45K - $7.64K	42.4K $964K
PM Philip Morris International Inc. Consumer Defensive	54 + 1.05%	$88.98 - $96.29 $4.8K - $5.2K	5.17K $474K
CSCO Cisco Systems, Inc. Technology	64 + 0.37%	$48.06 - $52.33 $3.08K - $3.35K	17.3K $861K
AES Aes Corp Utilities	520 + 3.63%	$14.88 - $19.34 $7.74K - $10.1K	14.8K $266K
BRSP Bright Spire Capital, Inc. Real Estate	599 + 2.11%	$6.54 - $7.69 $3.92K - $4.61K	29K $199K
MCD Mcdonalds Corp Consumer Cyclical	6 + 0.58%	$278.58 - $300.53 $1.67K - $1.8K	1.03K $291K
SONY Sony Group Corp Technology	57 + 1.73%	$85.16 - $99.75 $4.85K - $5.69K	3.36K $287K
QLYS Qualys, Inc. Technology	82 + 5.62%	$159.47 - $198.19 $13.1K - $16.3K	1.54K $256K
UNH Unitedhealth Group Inc Healthcare	11 + 0.38%	$472.6 - $545.42 $5.2K - $6K	2.93K $1.45M

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