OneDigital Investment 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
2025 Q2	$321K	Buy	+6,963	New	+$321K	﹤0.01%	1125
2020 Q4	–	Sell	-5,000	Closed	-$205K	–	643
2020 Q3	$205K	Buy	+5,000	New	+$205K	0.01%	537