EWS

Evergreen Wealth Solutions’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-790	Closed	-$282K	–	101
2022 Q3	$282K	Buy	+790	New	+$282K	0.4%	74
2022 Q2	–	Sell	-788	Closed	-$356K	–	108
2022 Q1	$356K	Hold	788	–	–	0.35%	70
2021 Q4	$374K	Buy	+788	New	+$374K	0.34%	63