Synergy Investment Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-508	Closed	-$62K	–	321
2025 Q1	$62K	Hold	508	–	–	0.03%	214
2024 Q4	$65.3K	Buy	+508	New	+$65.3K	0.03%	212