KMG Fiduciary Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$986K	Buy	21,410 +1,769	+9%	+$81.4K	0.07%	183
2025 Q1	$862K	Buy	+19,641	New	+$862K	0.07%	193