HWA

HCR Wealth Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,925	Closed	-$510K	–	240
2019 Q4	$510K	Sell	3,925 -180	-4%	-$23.4K	0.12%	96
2019 Q3	$580K	Buy	+4,105	New	+$580K	0.19%	85