TPG Financial Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,769	Closed	-$231K	–	67
2025 Q2	$231K	Sell	2,769 -114	-4%	-$8.91K	0.09%	62
2025 Q1	$221K	Buy	2,883 +89	+3%	+$6.93K	0.1%	58
2024 Q4	$214K	Sell	2,794 -17	-0.6%	-$1.33K	0.09%	59
2024 Q3	$222K	Buy	2,811 +96	+4%	+$7.29K	0.1%	65
2024 Q2	$203K	Buy	+2,715	New	+$198K	0.1%	67
2023 Q4	–	Sell	-3,441	Closed	-$218K	–	59
2023 Q3	$218K	Buy	3,441 +218	+7%	+$14.3K	0.11%	53
2023 Q2	$214K	Sell	3,223 -3,547	-52%	-$228K	0.11%	49
2023 Q1	$431K	Sell	6,770 -99	-1%	-$6.18K	0.24%	33
2022 Q4	$410K	Buy	6,869 +2,130	+45%	+$126K	0.25%	34
2022 Q3	$263K	Sell	4,739 -1,142	-19%	-$69.4K	0.16%	38
2022 Q2	$352K	Buy	5,881 +87	+2%	+$5.54K	0.24%	33
2022 Q1	$399K	Buy	5,794 +174	+3%	+$12K	0.24%	33
2021 Q4	$409K	Buy	5,620 +111	+2%	+$8K	0.25%	29
2021 Q3	$385K	Buy	5,509 +482	+10%	+$34.3K	0.25%	31
2021 Q2	$355K	Buy	5,027 +390	+8%	+$27.1K	0.25%	30
2021 Q1	$310K	Buy	4,637 +514	+12%	+$33.9K	0.22%	32
2020 Q4	$265K	Buy	4,123 +61	+2%	+$3.73K	0.2%	35
2020 Q3	$236K	Buy	4,062 +121	+3%	+$6.98K	0.2%	35
2020 Q2	$216K	Buy	+3,941	New	+$205K	0.19%	36
2020 Q1	–	Sell	-3,641	Closed	-$211K	–	46
2019 Q4	$211K	Buy	+3,641	New	+$205K	0.17%	47