OneDigital Investment Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$441K	Hold	4,363	–	–	﹤0.01%	1002
2025 Q4	$429K	Hold	4,363	–	–	﹤0.01%	1020
2025 Q3	$438K	Hold	4,363	–	–	﹤0.01%	998
2025 Q2	$421K	Sell	4,363 -15	-0.3%	-$1.44K	﹤0.01%	979
2025 Q1	$434K	Buy	4,378 +15	+0.3%	+$1.5K	0.01%	913
2024 Q4	$431K	Hold	4,363	–	–	0.01%	948
2024 Q3	$466K	Hold	4,363	–	–	0.01%	961
2024 Q2	$406K	Hold	4,363	–	–	0.01%	984
2024 Q1	$411K	Hold	4,363	–	–	0.01%	807
2023 Q4	$416K	Hold	4,363	–	–	0.01%	782
2023 Q3	$362K	Sell	4,363 -47	-1%	-$4.22K	0.01%	744
2023 Q2	$399K	Hold	4,410	–	–	0.01%	721
2023 Q1	$392K	Buy	4,410 +10	+0.2%	+$913	0.01%	693
2022 Q4	$383K	Hold	4,400	–	–	0.01%	589
2022 Q3	$371K	Hold	4,400	–	–	0.01%	540
2022 Q2	$418K	Hold	4,400	–	–	0.02%	474
2022 Q1	$516K	Sell	4,400 -31	-0.7%	-$3.53K	0.02%	438
2021 Q4	$541K	Sell	4,431 -1	-0%	-$115	0.02%	427
2021 Q3	$467K	Buy	4,432 +9	+0.2%	+$986	0.02%	434
2021 Q2	$464K	Buy	4,423 +23	+0.5%	+$2.36K	0.02%	426
2021 Q1	$417K	Hold	4,400	–	–	0.02%	417
2020 Q4	$381K	Hold	4,400	–	–	0.02%	414
2020 Q3	$343K	Sell	4,400 -600	-12%	-$47.7K	0.02%	388
2020 Q2	$390K	Sell	5,000 -15	-0.3%	-$1.15K	0.03%	368
2020 Q1	$362K	Buy	5,015 +15	+0.3%	+$1.42K	0.03%	330
2019 Q4	$510K	Hold	5,000	–	–	0.04%	294
2019 Q3	$523K	Buy	5,000 +600	+14%	+$61.1K	0.05%	265
2019 Q2	$435K	Buy	+4,400	New	+$437K	0.03%	274
2018 Q3	–	Sell	-325	Closed	-$31K	–	1178
2018 Q2	$31K	Hold	325	–	–	0.01%	660
2018 Q1	$28K	Hold	325	–	–	0.01%	689
2017 Q4	$30K	Buy	+325	New	+$30.4K	﹤0.01%	661
2017 Q3	–	Sell	-325	Closed	-$30K	–	1151
2017 Q2	$30K	Buy	+325	New	+$30.2K	0.01%	612