HPIA

Hamilton Point Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-500	Closed	-$123K	–	153
2023 Q3	$123K	Hold	500	–	–	0.03%	119
2023 Q2	$127K	Buy	+500	New	+$127K	0.03%	123
2023 Q1	–	Hold	0	–	–	–	141