MKD Wealth Coaches’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,580	Closed	-$205K	–	26
2024 Q4	$205K	Buy	+3,580	New	+$205K	0.21%	27