Plante Moran Financial Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4	Closed	-$401	–	948
2024 Q4	$401	Buy	+4	New	+$401	﹤0.01%	872