D.J. St. Germain’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
2025 Q2	$58.5K	Buy	+950	New	+$58.5K	﹤0.01%	447
2025 Q1	–	Sell	-950	Closed	-$54.5K	–	812
2024 Q4	$54.5K	Buy	+950	New	+$54.5K	﹤0.01%	410