BerganKDV Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-241	Closed	-$10K	–	953
2020 Q1	$10K	Buy	+241	New	+$10K	﹤0.01%	489