OneDigital Investment Advisors’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$352K	Buy	2,007 +133	+7%	+$23.4K	﹤0.01%	1071
2025 Q1	$339K	Buy	1,874 +254	+16%	+$46K	﹤0.01%	1034
2024 Q4	$339K	Sell	1,620 -64	-4%	-$13.4K	﹤0.01%	1067
2024 Q3	$361K	Buy	1,684 +142	+9%	+$30.5K	﹤0.01%	1069
2024 Q2	$310K	Buy	+1,542	New	+$310K	﹤0.01%	1095