Creative Planning’s ISHARES TARGET DATE 2040 ETF TZV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-50	Closed	-$2K	–	4401
2014 Q3	$2K	Buy	+50	New	+$2K	﹤0.01%	3659