OneDigital Investment Advisors’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$338K	Hold	5,450	–	–	﹤0.01%	1125
2025 Q4	$351K	Buy	5,450 +1	+0%	+$63	﹤0.01%	1125
2025 Q3	$338K	Buy	5,449 +4	+0.1%	+$240	﹤0.01%	1111
2025 Q2	$325K	Hold	5,445	–	–	﹤0.01%	1119
2025 Q1	$296K	Hold	5,445	–	–	﹤0.01%	1111
2024 Q4	$262K	Sell	5,445 -1,883	-26%	-$93.8K	﹤0.01%	1200
2024 Q3	$390K	Buy	7,328 +2,323	+46%	+$118K	﹤0.01%	1033
2024 Q2	$250K	Buy	5,005 +194	+4%	+$10.1K	﹤0.01%	1188
2024 Q1	$253K	Hold	4,811	–	–	﹤0.01%	969
2023 Q4	$230K	Sell	4,811 -262	-5%	-$11.6K	﹤0.01%	1010
2023 Q3	$213K	Sell	5,073 -113	-2%	-$5.05K	﹤0.01%	918
2023 Q2	$238K	Hold	5,186	–	–	0.01%	901
2023 Q1	$233K	Buy	+5,186	New	+$223K	0.01%	861