EverSource Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$808K	Buy	9,689 +30	+0.3%	+$2.5K	0.04%	328
2025 Q1	$739K	Buy	+9,659	New	+$739K	0.04%	304