LifeGoal Wealth Advisors’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.58M	Sell	84,525 -13,988	-14%	-$262K	1.5%	17
2025 Q1	$1.89M	Sell	98,513 -15,403	-14%	-$295K	2.04%	13
2024 Q4	$2.21M	Buy	+113,916	New	+$2.21M	2.39%	14