OneDigital Investment Advisors’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-34,516	Closed	-$877K	–	1435
2024 Q3	$877K	Buy	34,516 +19,156	+125%	+$471K	0.01%	701
2024 Q2	$365K	Buy	15,360 +3,960	+35%	+$95.5K	﹤0.01%	1023
2024 Q1	$279K	Buy	11,400 +115	+1%	+$2.86K	﹤0.01%	935
2023 Q4	$286K	Buy	+11,285	New	+$275K	0.01%	924
2021 Q4	–	Sell	-9,360	Closed	-$281K	–	807
2021 Q3	$281K	Buy	9,360 +1,787	+24%	+$55K	0.01%	592
2021 Q2	$238K	Buy	+7,573	New	+$238K	0.01%	624
2020 Q1	–	Sell	-6,291	Closed	-$214K	–	584
2019 Q4	$214K	Hold	6,291	–	–	0.02%	499
2019 Q3	$208K	Buy	6,291 +4,004	+175%	+$136K	0.02%	483
2019 Q2	$79K	Hold	2,287	–	–	0.01%	490
2019 Q1	$76K	Sell	2,287 -552	-19%	-$18.7K	0.01%	416
2018 Q4	$94K	Buy	+2,839	New	+$92.7K	0.02%	346
2018 Q3	–	Sell	-2,772	Closed	-$94K	–	1078
2018 Q2	$94K	Sell	2,772 -852	-24%	-$30.9K	0.02%	350
2018 Q1	$142K	Buy	3,624 +37	+1%	+$1.44K	0.03%	283
2017 Q4	$136K	Buy	3,587 +39	+1%	+$1.46K	0.02%	288
2017 Q3	$136K	Buy	3,548 +36	+1%	+$1.38K	0.05%	184
2017 Q2	$133K	Buy	+3,512	New	+$132K	0.04%	257