OneDigital Investment Advisors’s Jones Lang LaSalle JLL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$212K	Sell	696 -405	-37%	-$131K	﹤0.01%	1377
2025 Q4	$370K	Sell	1,101 -17	-2%	-$5.33K	﹤0.01%	1099
2025 Q3	$333K	Sell	1,118 -2	-0.2%	-$571	﹤0.01%	1123
2025 Q2	$286K	Buy	1,120 +27	+2%	+$6.19K	﹤0.01%	1192
2025 Q1	$271K	Buy	+1,093	New	+$288K	﹤0.01%	1167
2019 Q3	–	Sell	-86	Closed	-$12K	–	868
2019 Q2	$12K	Hold	86	–	–	﹤0.01%	911
2019 Q1	$13K	Sell	86 -6	-7%	-$902	﹤0.01%	826
2018 Q4	$12K	Hold	92	–	–	﹤0.01%	816
2018 Q3	$13K	Sell	92 -9	-9%	-$1.41K	﹤0.01%	776
2018 Q2	$17K	Sell	101 -9	-8%	-$1.53K	﹤0.01%	869
2018 Q1	$19K	Hold	110	–	–	﹤0.01%	838
2017 Q4	$16K	Buy	110 +4	+4%	+$565	﹤0.01%	872
2017 Q3	$13K	Hold	106	–	–	﹤0.01%	769
2017 Q2	$13K	Buy	+106	New	+$12.2K	﹤0.01%	884