Octavia Wealth Advisors’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
2023 Q4	–	Sell	-7,127	Closed	-$277K	–	223
2023 Q3	$277K	Buy	+7,127	New	+$277K	0.06%	157