Heritage Wealth Management (Arizona)’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-900	Closed	-$22.7K	–	1098
2022 Q2	$22.7K	Hold	900	–	–	0.01%	523
2022 Q1	$24K	Buy	+900	New	+$24K	0.01%	570
2021 Q3	$25K	Buy	+900	New	+$25K	0.01%	530