Steward Partners Investment Advisory, LLC Closed Holding Positions

Steward Partners Investment Advisory, LLC

$10.9 Billion
Q1 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
Woodridge Tx Mun Util Dist, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	130,000	N/A
Rahway N J, Go Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Mc Lean & Woodford Cntys Il Cmnty Unit Sch Dist No 005, Go Ref Sch Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Fulton Cnty Ga Wtr & Sew Rev, Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
CTBB Qwest Corp Nt 6.5% Due 2058 (C ETFs	Q3 2021 Filed on Nov 12, 2021	11	$25.22 - $25.7 $277 - $283
Woodridge Tx Mun Util Dist, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Fulton Cnty Ga Dev Auth Rev, Georgia Tech Facilities Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Barclays Bank PLC 3 Y U.S. Equity Contingent Coupon Callable Yield	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Mc Kinney Tx Indpt Sch Dist, School Bldg Go Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Woodridge Tx Mun Util Dist, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Mc Kinney Tex, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Fulshear Mun Util Dist No 1 Tx Ft Bend Cnty, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	190,000	N/A
Barclays Bank PLC 3 Y U.S. Equity Contingent Coupon Callable Yield	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Woodridge Tx Mun Util Dist, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	130,000	N/A
Mc Kinney Tex, Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Front Royal & Warren Cnty Va Indl Dev Auth Rev, Hosp Rev Bds, Warren Mem	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Barclays Bank PLC 3 Y U.S. Equity Contingent Coupon Callable Yield	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Mc Kinney Tex, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Woodbury N J, Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Quincy Mass, Go Mun Purp Ln Bds	Q3 2021 Filed on Nov 12, 2021	125,000	N/A
Mc Kinney Tex, Go Ref And Impt Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Frisco Tx Indpt Sch Dist, Ultd Tax Sch Bldg And Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Wood Trace Tx Mun Util Dist, Utld Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Barclays Bank PLC 3 Y U.S. Equity Contingent Coupon Callable Yield	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Mc Kinney Tex, Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Frisco Tx Indpt Sch Dist, Ultd Sch Bldg And Ref Bds	Q3 2021 Filed on Nov 12, 2021	145,000	N/A
Invesco Quality Municipal Income Trust, 10 20 Year 84 Cash Monthly	Q3 2021 Filed on Nov 12, 2021	30	N/A
Wood Trace Tx Mun Util Dist, Utld Tax Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Mc Kinney Tex, Go Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Barclays Bank PLC 5.5 Y Trailblazer Sectors 5 Index Fully Protected	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Maui Cnty Hawaii, Go Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Frisco Tx Indpt Sch Dist, Unltd Tax Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Wood Trace Tx Mun Util Dist, Utld Tax Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Barclays Bank PLC 2 Y U.S. Equity Atm Digital Buffered Return Note	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Purdue Univ In Ctf Partn, Ctf Partn	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Maui Cnty Hawaii, Go Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Frisco Tx Indpt Sch Dist, Unltd Tax Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	475,000	N/A
Wood Trace Tx Mun Util Dist, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Pulaski Cnty Ky Sch Dist Fin Corp Sch Bldg Rev, Sch Bldg Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Frisco Tex, Go Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Barclays Bank PLC 5 Y S&P 500 Index Accelerated Barrier Note	Q3 2021 Filed on Nov 12, 2021	150,000	N/A
Maui Cnty Hawaii, Go Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Wolfeboro N H, Go Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Frisco Tex, Go Ref And Impt Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Barclays Bank PLC 5 Y Trailblazer Sectors 5 Index Fully Protected Market Linked	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Puerto Rico Sales Tax Fing Corp Sales Tax Rev, Restructured, Cofina	Q3 2021 Filed on Nov 12, 2021	1,000	N/A
Matanuska Susitna Boro Alaska Lease Rev, Ref Bds, Goose Creek Crtnal Ctr Proj	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Wisconsin St Health & Edl Facilities Auth Rev, Rev Bds, Ascension Health	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Frisco Tex, Go Ref And Impt Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Barclays Bank PLC	Q3 2021 Filed on Nov 12, 2021	25,000	N/A

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