EWS
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Evergreen Wealth Solutions’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-9,725
Closed -$512K 97
2022
Q3
$512K Buy
+9,725
New +$512K 0.73% 44