Global Strategic Investment Solutions, LLC Portfolio Holdings

Q3 2025•153 long positions•$1.0B portfolio value

Holding158	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$99.7M 9.95%	-$434.3K Sold	— 1.1M shares	1.1M → 1.1M −$434.3K	-0.43%	— —	Q4 2018 Held for 6y 11m
2 Vanguard Russell 1000 Value ETF VONV	ETF ETF	$81.3M 8.11%	+$3.1M Bought	— 909.9K shares	874.8K → 909.9K +$3.1M	+4.02%	— —	Q2 2020 Held for 5y 5m
3 Vanguard Russell 1000 Growth VONG	ETF ETF	$76.9M 7.68%	-$2.5M Sold	— 638.4K shares	658.9K → 638.4K −$2.5M	-3.11%	— —	Q1 2021 Held for 4y 8m
4 AVLV Avantis U.S. Large Cap Value AVLV	ETF ETF	$50.0M 4.99%	+$1.1M Bought	— 692.3K shares	676.9K → 692.3K +$1.1M	+2.28%	— —	Q2 2024 Held for 1y 5m
5 Vanguard Growth VUG	ETF ETF	$46.7M 4.66%	-$74.8K Sold	— 97.3K shares	97.4K → 97.3K −$74.8K	-0.16%	— —	Q4 2018 Held for 6y 11m
6 iShares Core Total USD Bond Market IUSB	ETF ETF	$46.3M 4.62%	+$5.9M Bought	— 991.2K shares	864.0K → 991.2K +$5.9M	+14.73%	— —	Q3 2023 Held for 2y 2m
7 SPDR Portfolio Developed World ex-US ETF SPDW	ETF ETF	$45.0M 4.49%	+$2.2M Bought	— 1.1M shares	1.0M → 1.1M +$2.2M	+5.08%	— —	Q1 2020 Held for 5y 8m
8 SPDR Portfolio Emerging Markets SPEM	ETF ETF	$32.5M 3.24%	+$259.7K Bought	— 693.7K shares	688.1K → 693.7K +$259.7K	+0.81%	— —	Q4 2018 Held for 6y 11m
9 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$31.1M 3.1%	-$781.9K Sold	— 471.0K shares	482.9K → 471.0K −$781.9K	-2.46%	— —	Q3 2019 Held for 6y 2m
10 iShares National Muni Bond MUB	ETF ETF	$30.6M 3.06%	+$3.6M Bought	— 287.7K shares	253.6K → 287.7K +$3.6M	+13.46%	— —	Q4 2023 Held for 1y 11m
11 Vanguard Tax-Exempt Bond Index Fund VTEB	ETF ETF	$30.0M 2.99%	+$1.4M Bought	— 598.7K shares	571.3K → 598.7K +$1.4M	+4.79%	— —	Q3 2023 Held for 2y 2m
12 JPMorgan Ultra-Short Municipal Income JMST	ETF ETF	$20.9M 2.09%	+$650.1K Bought	— 410.1K shares	397.4K → 410.1K +$650.1K	+3.21%	— —	Q1 2022 Held for 3y 8m
13 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$20.2M 2.02%	-$1.9K Sold	— 634.5K shares	634.6K → 634.5K −$1.9K	-0.01%	— —	Q4 2018 Held for 6y 11m
14 BlackRock Ultra Short-Term Bond ICSH	ETF ETF	$20.2M 2.01%	+$2.4M Bought	— 397.6K shares	350.8K → 397.6K +$2.4M	+13.34%	— —	Q1 2021 Held for 4y 8m
15 iShares Core MSCI International Developed Markets IDEV	ETF ETF	$18.8M 1.87%	—	— 234.1K shares	—	—	— —	Q4 2022 Held for 2y 11m
16 Avantis U.S. Large Cap Equity AVLC	ETF ETF	$17.1M 1.71%	+$2.7M Bought	— 223.4K shares	187.8K → 223.4K +$2.7M	+18.98%	— —	Q2 2025 Held for 5 months
17 Vanguard Value VTV	ETF ETF	$16.9M 1.68%	+$559.5 Bought	— 90.5K shares	90.5K → 90.5K +$559.5	+0.0%	— —	Q4 2018 Held for 6y 11m
18 Avantis International Large Cap Value AVIV	Unknown Unknown	$16.1M 1.6%	+$615.1K Bought	— 238.2K shares	229.1K → 238.2K +$615.1K	+3.98%	— —	Q4 2024 Held for 11 months
19 Schwab U.S. Large-Cap Value SCHV	ETF ETF	$15.6M 1.55%	+$39.2K Bought	— 535.2K shares	533.8K → 535.2K +$39.2K	+0.25%	— —	Q4 2018 Held for 6y 11m
20 iShares Core S&P U.S. Value IUSV	ETF ETF	$14.5M 1.44%	+$48.5K Bought	— 144.8K shares	144.3K → 144.8K +$48.5K	+0.34%	— —	Q1 2020 Held for 5y 8m
21 iShares Core High Dividend HDV	ETF ETF	$11.6M 1.16%	+$62.4K Bought	— 94.7K shares	94.2K → 94.7K +$62.4K	+0.54%	— —	Q1 2020 Held for 5y 8m
22 Innovator International Developed Power Buffer ETF IOCT	ETF ETF	$11.6M 1.15%	-$1.6M Sold	— 338.2K shares	385.9K → 338.2K −$1.6M	-12.37%	— —	Q2 2022 Held for 3y 5m
23 iShares Russell 1000 Growth IWF	ETF ETF	$11.2M 1.12%	+$468.4 Bought	— 24.0K shares	24.0K → 24.0K +$468.4	+0.0%	— —	Q4 2018 Held for 6y 11m
24 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$11.0M 1.1%	-$18.9K Sold	— 92.6K shares	92.8K → 92.6K −$18.9K	-0.17%	— —	Q1 2020 Held for 5y 8m
25 iShares Core S&P U.S. Growth IUSG	ETF ETF	$11.0M 1.1%	-$164.7K Sold	— 66.7K shares	67.7K → 66.7K −$164.7K	-1.48%	— —	Q4 2018 Held for 6y 11m
26 Blackstone Secured Lending Fund BXSL	Asset Management Financial Services	$10.9M 1.09%	-$1.2M Sold	0.182% 418.8K shares	464.5K → 418.8K −$1.2M	-9.82%	$6.0B Mid Cap	Q2 2022 Held for 3y 5m
27 SPDR S&P 500 ETF Trust SPY	ETF ETF	$10.1M 1.01%	+$17.3K Bought	— 15.2K shares	15.2K → 15.2K +$17.3K	+0.17%	— —	Q4 2018 Held for 6y 11m
28 Vanguard FTSE Developed Markets VEA	ETF ETF	$10.0M 1.0%	+$4.4K Bought	— 167.4K shares	167.4K → 167.4K +$4.4K	+0.04%	— —	Q4 2018 Held for 6y 11m
29 Avantis Emerging Markets Value AVES	ETF ETF	$8.4M 0.839%	+$320.4K Bought	— 146.6K shares	141.0K → 146.6K +$320.4K	+3.96%	— —	Q4 2024 Held for 11 months
30 Avantis U.S. Small Cap Value AVUV	ETF ETF	$7.9M 0.784%	-$316.8K Sold	— 78.9K shares	82.1K → 78.9K −$316.8K	-3.88%	— —	Q4 2024 Held for 11 months
31 Innovator Emerging Markets Power Buffer ETF EOCT	ETF ETF	$7.4M 0.739%	-$94.2K Sold	— 238.2K shares	241.2K → 238.2K −$94.2K	-1.26%	— —	Q3 2022 Held for 3y 2m
32 Vanguard High Dividend Yield VYM	ETF ETF	$7.2M 0.721%	-$25.5K Sold	— 51.3K shares	51.5K → 51.3K −$25.5K	-0.35%	— —	Q4 2018 Held for 6y 11m
33 Innovator U.S. Equity Power Buffer ETF PDEC	ETF ETF	$6.8M 0.676%	-$1.4M Sold	— 161.1K shares	194.7K → 161.1K −$1.4M	-17.22%	— —	Q1 2022 Held for 3y 8m
34 Schwab US Dividend Equity SCHD	ETF ETF	$6.0M 0.596%	—	— 218.8K shares	—	—	— —	Q3 2019 Held for 6y 2m
35 Innovator U.S. Equity Power Buffer ETF PJUL	ETF ETF	$5.5M 0.548%	-$98.7K Sold	— 120.4K shares	122.6K → 120.4K −$98.7K	-1.77%	— —	Q3 2022 Held for 3y 2m
36 Innovator International Developed Power Buffer ETF IJUL	ETF ETF	$5.2M 0.523%	+$196.3K Bought	— 160.2K shares	154.2K → 160.2K +$196.3K	+3.89%	— —	Q3 2022 Held for 3y 2m
37 Avantis International Equity AVDE	ETF ETF	$5.2M 0.514%	+$644.7K Bought	— 65.3K shares	57.1K → 65.3K +$644.7K	+14.3%	— —	Q2 2025 Held for 5 months
38 Avantis Emerging Markets Equity AVEM	ETF ETF	$5.1M 0.509%	-$13.9K Sold	— 67.9K shares	68.1K → 67.9K −$13.9K	-0.27%	— —	Q2 2025 Held for 5 months
39 Microsoft MSFT	Software - Infrastructure Technology	$4.5M 0.449%	+$121.7K Bought	0.0% 8.7K shares	8.5K → 8.7K +$121.7K	+2.78%	$3.85T Mega Cap	Q4 2018 Held for 6y 11m
40 Schwab International Equity SCHF	ETF ETF	$4.0M 0.398%	-$209.5 Sold	— 171.3K shares	171.3K → 171.3K −$209.5	-0.01%	— —	Q4 2018 Held for 6y 11m
41 Schwab U.S. Small-Cap ETF SCHA	ETF ETF	$4.0M 0.394%	-$837.0 Sold	— 141.6K shares	141.6K → 141.6K −$837.0	-0.02%	— —	Q4 2018 Held for 6y 11m
42 Apple AAPL	Consumer Electronics Technology	$3.9M 0.392%	-$81.2K Sold	0.0% 15.4K shares	15.8K → 15.4K −$81.2K	-2.03%	$3.78T Mega Cap	Q4 2018 Held for 6y 11m
43 Avantis U.S. Small Cap Equity AVSC	ETF ETF	$3.5M 0.351%	+$790.3K Bought	— 61.4K shares	47.6K → 61.4K +$790.3K	+29.0%	— —	Q2 2025 Held for 5 months
44 iShares Core S&P 500 ETF IVV	ETF ETF	$3.5M 0.35%	+$669.3 Bought	— 5.2K shares	5.2K → 5.2K +$669.3	+0.02%	— —	Q4 2021 Held for 3y 11m
45 Vanguard S&P 500 ETF VOO	ETF ETF	$3.4M 0.34%	+$612.3 Bought	— 5.6K shares	5.6K → 5.6K +$612.3	+0.02%	— —	Q2 2019 Held for 6y 5m
46 SPDR Portfolio S&P 500 High Dividend ETF SPYD	ETF ETF	$3.3M 0.333%	+$21.6K Bought	— 75.8K shares	75.3K → 75.8K +$21.6K	+0.65%	— —	Q4 2022 Held for 2y 11m
47 Innovator U.S. Equity Power Buffer ETF POCT	ETF ETF	$3.2M 0.32%	-$2.1M Sold	— 74.3K shares	122.9K → 74.3K −$2.1M	-39.52%	— —	Q3 2022 Held for 3y 2m
48 Nvidia NVDA	Semiconductors Technology	$3.1M 0.309%	-$27.2K Sold	0.0% 16.6K shares	16.7K → 16.6K −$27.2K	-0.87%	$4.54T Mega Cap	Q4 2021 Held for 3y 11m
49 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$3.0M 0.297%	—	— 28.5K shares	—	—	— —	Q3 2019 Held for 6y 2m
50 Innovator International Developed Power Buffer ETF IJAN	ETF ETF	$2.6M 0.263%	-$469.9K Sold	— 75.0K shares	88.4K → 75.0K −$469.9K	-15.11%	— —	Q1 2022 Held for 3y 8m

Holding158	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$99.7M 9.95%	-$434.3K Sold	— 1.1M shares	1.1M → 1.1M −$434.3K	-0.43%	— —	Q4 2018 Held for 6y 11m
2 Vanguard Russell 1000 Value ETF VONV	ETF ETF	$81.3M 8.11%	+$3.1M Bought	— 909.9K shares	874.8K → 909.9K +$3.1M	+4.02%	— —	Q2 2020 Held for 5y 5m
3 Vanguard Russell 1000 Growth VONG	ETF ETF	$76.9M 7.68%	-$2.5M Sold	— 638.4K shares	658.9K → 638.4K −$2.5M	-3.11%	— —	Q1 2021 Held for 4y 8m
4 AVLV Avantis U.S. Large Cap Value AVLV	ETF ETF	$50.0M 4.99%	+$1.1M Bought	— 692.3K shares	676.9K → 692.3K +$1.1M	+2.28%	— —	Q2 2024 Held for 1y 5m
5 Vanguard Growth VUG	ETF ETF	$46.7M 4.66%	-$74.8K Sold	— 97.3K shares	97.4K → 97.3K −$74.8K	-0.16%	— —	Q4 2018 Held for 6y 11m
6 iShares Core Total USD Bond Market IUSB	ETF ETF	$46.3M 4.62%	+$5.9M Bought	— 991.2K shares	864.0K → 991.2K +$5.9M	+14.73%	— —	Q3 2023 Held for 2y 2m
7 SPDR Portfolio Developed World ex-US ETF SPDW	ETF ETF	$45.0M 4.49%	+$2.2M Bought	— 1.1M shares	1.0M → 1.1M +$2.2M	+5.08%	— —	Q1 2020 Held for 5y 8m
8 SPDR Portfolio Emerging Markets SPEM	ETF ETF	$32.5M 3.24%	+$259.7K Bought	— 693.7K shares	688.1K → 693.7K +$259.7K	+0.81%	— —	Q4 2018 Held for 6y 11m
9 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$31.1M 3.1%	-$781.9K Sold	— 471.0K shares	482.9K → 471.0K −$781.9K	-2.46%	— —	Q3 2019 Held for 6y 2m
10 iShares National Muni Bond MUB	ETF ETF	$30.6M 3.06%	+$3.6M Bought	— 287.7K shares	253.6K → 287.7K +$3.6M	+13.46%	— —	Q4 2023 Held for 1y 11m
11 Vanguard Tax-Exempt Bond Index Fund VTEB	ETF ETF	$30.0M 2.99%	+$1.4M Bought	— 598.7K shares	571.3K → 598.7K +$1.4M	+4.79%	— —	Q3 2023 Held for 2y 2m
12 JPMorgan Ultra-Short Municipal Income JMST	ETF ETF	$20.9M 2.09%	+$650.1K Bought	— 410.1K shares	397.4K → 410.1K +$650.1K	+3.21%	— —	Q1 2022 Held for 3y 8m
13 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$20.2M 2.02%	-$1.9K Sold	— 634.5K shares	634.6K → 634.5K −$1.9K	-0.01%	— —	Q4 2018 Held for 6y 11m
14 BlackRock Ultra Short-Term Bond ICSH	ETF ETF	$20.2M 2.01%	+$2.4M Bought	— 397.6K shares	350.8K → 397.6K +$2.4M	+13.34%	— —	Q1 2021 Held for 4y 8m
15 iShares Core MSCI International Developed Markets IDEV	ETF ETF	$18.8M 1.87%	—	— 234.1K shares	—	—	— —	Q4 2022 Held for 2y 11m
16 Avantis U.S. Large Cap Equity AVLC	ETF ETF	$17.1M 1.71%	+$2.7M Bought	— 223.4K shares	187.8K → 223.4K +$2.7M	+18.98%	— —	Q2 2025 Held for 5 months
17 Vanguard Value VTV	ETF ETF	$16.9M 1.68%	+$559.5 Bought	— 90.5K shares	90.5K → 90.5K +$559.5	+0.0%	— —	Q4 2018 Held for 6y 11m
18 Avantis International Large Cap Value AVIV	Unknown Unknown	$16.1M 1.6%	+$615.1K Bought	— 238.2K shares	229.1K → 238.2K +$615.1K	+3.98%	— —	Q4 2024 Held for 11 months
19 Schwab U.S. Large-Cap Value SCHV	ETF ETF	$15.6M 1.55%	+$39.2K Bought	— 535.2K shares	533.8K → 535.2K +$39.2K	+0.25%	— —	Q4 2018 Held for 6y 11m
20 iShares Core S&P U.S. Value IUSV	ETF ETF	$14.5M 1.44%	+$48.5K Bought	— 144.8K shares	144.3K → 144.8K +$48.5K	+0.34%	— —	Q1 2020 Held for 5y 8m
21 iShares Core High Dividend HDV	ETF ETF	$11.6M 1.16%	+$62.4K Bought	— 94.7K shares	94.2K → 94.7K +$62.4K	+0.54%	— —	Q1 2020 Held for 5y 8m
22 Innovator International Developed Power Buffer ETF IOCT	ETF ETF	$11.6M 1.15%	-$1.6M Sold	— 338.2K shares	385.9K → 338.2K −$1.6M	-12.37%	— —	Q2 2022 Held for 3y 5m
23 iShares Russell 1000 Growth IWF	ETF ETF	$11.2M 1.12%	+$468.4 Bought	— 24.0K shares	24.0K → 24.0K +$468.4	+0.0%	— —	Q4 2018 Held for 6y 11m
24 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$11.0M 1.1%	-$18.9K Sold	— 92.6K shares	92.8K → 92.6K −$18.9K	-0.17%	— —	Q1 2020 Held for 5y 8m
25 iShares Core S&P U.S. Growth IUSG	ETF ETF	$11.0M 1.1%	-$164.7K Sold	— 66.7K shares	67.7K → 66.7K −$164.7K	-1.48%	— —	Q4 2018 Held for 6y 11m
26 Blackstone Secured Lending Fund BXSL	Asset Management Financial Services	$10.9M 1.09%	-$1.2M Sold	0.182% 418.8K shares	464.5K → 418.8K −$1.2M	-9.82%	$6.0B Mid Cap	Q2 2022 Held for 3y 5m
27 SPDR S&P 500 ETF Trust SPY	ETF ETF	$10.1M 1.01%	+$17.3K Bought	— 15.2K shares	15.2K → 15.2K +$17.3K	+0.17%	— —	Q4 2018 Held for 6y 11m
28 Vanguard FTSE Developed Markets VEA	ETF ETF	$10.0M 1.0%	+$4.4K Bought	— 167.4K shares	167.4K → 167.4K +$4.4K	+0.04%	— —	Q4 2018 Held for 6y 11m
29 Avantis Emerging Markets Value AVES	ETF ETF	$8.4M 0.839%	+$320.4K Bought	— 146.6K shares	141.0K → 146.6K +$320.4K	+3.96%	— —	Q4 2024 Held for 11 months
30 Avantis U.S. Small Cap Value AVUV	ETF ETF	$7.9M 0.784%	-$316.8K Sold	— 78.9K shares	82.1K → 78.9K −$316.8K	-3.88%	— —	Q4 2024 Held for 11 months
31 Innovator Emerging Markets Power Buffer ETF EOCT	ETF ETF	$7.4M 0.739%	-$94.2K Sold	— 238.2K shares	241.2K → 238.2K −$94.2K	-1.26%	— —	Q3 2022 Held for 3y 2m
32 Vanguard High Dividend Yield VYM	ETF ETF	$7.2M 0.721%	-$25.5K Sold	— 51.3K shares	51.5K → 51.3K −$25.5K	-0.35%	— —	Q4 2018 Held for 6y 11m
33 Innovator U.S. Equity Power Buffer ETF PDEC	ETF ETF	$6.8M 0.676%	-$1.4M Sold	— 161.1K shares	194.7K → 161.1K −$1.4M	-17.22%	— —	Q1 2022 Held for 3y 8m
34 Schwab US Dividend Equity SCHD	ETF ETF	$6.0M 0.596%	—	— 218.8K shares	—	—	— —	Q3 2019 Held for 6y 2m
35 Innovator U.S. Equity Power Buffer ETF PJUL	ETF ETF	$5.5M 0.548%	-$98.7K Sold	— 120.4K shares	122.6K → 120.4K −$98.7K	-1.77%	— —	Q3 2022 Held for 3y 2m
36 Innovator International Developed Power Buffer ETF IJUL	ETF ETF	$5.2M 0.523%	+$196.3K Bought	— 160.2K shares	154.2K → 160.2K +$196.3K	+3.89%	— —	Q3 2022 Held for 3y 2m
37 Avantis International Equity AVDE	ETF ETF	$5.2M 0.514%	+$644.7K Bought	— 65.3K shares	57.1K → 65.3K +$644.7K	+14.3%	— —	Q2 2025 Held for 5 months
38 Avantis Emerging Markets Equity AVEM	ETF ETF	$5.1M 0.509%	-$13.9K Sold	— 67.9K shares	68.1K → 67.9K −$13.9K	-0.27%	— —	Q2 2025 Held for 5 months
39 Microsoft MSFT	Software - Infrastructure Technology	$4.5M 0.449%	+$121.7K Bought	0.0% 8.7K shares	8.5K → 8.7K +$121.7K	+2.78%	$3.85T Mega Cap	Q4 2018 Held for 6y 11m
40 Schwab International Equity SCHF	ETF ETF	$4.0M 0.398%	-$209.5 Sold	— 171.3K shares	171.3K → 171.3K −$209.5	-0.01%	— —	Q4 2018 Held for 6y 11m
41 Schwab U.S. Small-Cap ETF SCHA	ETF ETF	$4.0M 0.394%	-$837.0 Sold	— 141.6K shares	141.6K → 141.6K −$837.0	-0.02%	— —	Q4 2018 Held for 6y 11m
42 Apple AAPL	Consumer Electronics Technology	$3.9M 0.392%	-$81.2K Sold	0.0% 15.4K shares	15.8K → 15.4K −$81.2K	-2.03%	$3.78T Mega Cap	Q4 2018 Held for 6y 11m
43 Avantis U.S. Small Cap Equity AVSC	ETF ETF	$3.5M 0.351%	+$790.3K Bought	— 61.4K shares	47.6K → 61.4K +$790.3K	+29.0%	— —	Q2 2025 Held for 5 months
44 iShares Core S&P 500 ETF IVV	ETF ETF	$3.5M 0.35%	+$669.3 Bought	— 5.2K shares	5.2K → 5.2K +$669.3	+0.02%	— —	Q4 2021 Held for 3y 11m
45 Vanguard S&P 500 ETF VOO	ETF ETF	$3.4M 0.34%	+$612.3 Bought	— 5.6K shares	5.6K → 5.6K +$612.3	+0.02%	— —	Q2 2019 Held for 6y 5m
46 SPDR Portfolio S&P 500 High Dividend ETF SPYD	ETF ETF	$3.3M 0.333%	+$21.6K Bought	— 75.8K shares	75.3K → 75.8K +$21.6K	+0.65%	— —	Q4 2022 Held for 2y 11m
47 Innovator U.S. Equity Power Buffer ETF POCT	ETF ETF	$3.2M 0.32%	-$2.1M Sold	— 74.3K shares	122.9K → 74.3K −$2.1M	-39.52%	— —	Q3 2022 Held for 3y 2m
48 Nvidia NVDA	Semiconductors Technology	$3.1M 0.309%	-$27.2K Sold	0.0% 16.6K shares	16.7K → 16.6K −$27.2K	-0.87%	$4.54T Mega Cap	Q4 2021 Held for 3y 11m
49 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$3.0M 0.297%	—	— 28.5K shares	—	—	— —	Q3 2019 Held for 6y 2m
50 Innovator International Developed Power Buffer ETF IJAN	ETF ETF	$2.6M 0.263%	-$469.9K Sold	— 75.0K shares	88.4K → 75.0K −$469.9K	-15.11%	— —	Q1 2022 Held for 3y 8m

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