Annex Advisory Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-6,054	Closed	-$570K	–	276
2023 Q3	$570K	Hold	6,054	–	–	0.03%	138
2023 Q2	$592K	Buy	+6,054	New	+$592K	0.03%	135