WEPOG

Wealth Enhancement & Preservation of GA’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-19,475	Closed	-$2.56M	–	57
2021 Q1	$2.56M	Buy	19,475 +1,271	+7%	+$167K	1.97%	13
2020 Q4	$2.52M	Sell	18,204 -13,796	-43%	-$1.91M	2.17%	16
2020 Q3	$4.32M	Buy	+32,000	New	+$4.32M	4.45%	9