Plancorp LLC’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$228K	Hold	5,617	–	–	0.01%	339
2025 Q1	$213K	Hold	5,617	–	–	0.01%	334
2024 Q4	$234K	Buy	5,617 +757	+16%	+$31.5K	0.01%	286
2024 Q3	$202K	Buy	+4,860	New	+$202K	0.01%	301