EWS

Evergreen Wealth Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,300	Closed	-$589K	–	107
2023 Q1	$589K	Buy	+3,300	New	+$589K	0.68%	47
2022 Q3	–	Sell	-2,186	Closed	-$370K	–	99
2022 Q2	$370K	Buy	+2,186	New	+$370K	0.45%	70