Clarence W Nelson

7 sales had no earlier recorded purchase and are excluded from realized P&L and win rate.

• 

  IJJiShares S&P Mid-Cap 400 Value ETF (IJJ)

  Shares

  -

  Price

  $143.37

  Avg Cost

  -

  Mkt Val

  -

  Realized

  −$91

  Unrealized

  -

• 

  IWMiShares Russell 2000 ETF (IWM)

  Shares

  -

  Price

  $273.67

  Avg Cost

  -

  Mkt Val

  -

  Realized

  -

  Unrealized

  -

• 

  IVViShares Core S&P 500 ETF (IVV)

  Shares

  -

  Price

  $738.68

  Avg Cost

  -

  Mkt Val

  -

  Realized

  -

  Unrealized

  -

• 

  ESMLiShares ESG MSCI USA Small-Cap ETF (ESML)

  Shares

  -

  Price

  $52.73

  Avg Cost

  -

  Mkt Val

  -

  Realized

  -

  Unrealized

  -

• 

  VGSHVanguard Short-Term Treasury ETF (VGSH)

  Shares

  -

  Price

  $57.86

  Avg Cost

  -

  Mkt Val

  -

  Realized

  -

  Unrealized

  -

• 

  BNDVanguard Total Bond Market Index Fund ETF Shares (BND)

  Shares

  -

  Price

  $71.59

  Avg Cost

  -

  Mkt Val

  -

  Realized

  -

  Unrealized

  -

• 

  MSFTMicrosoft Corporation

  Shares

  -

  Price

  $530.61

  Avg Cost

  -

  Mkt Val

  -

  Realized

  -

  Unrealized

  -

• Total-

  Realized

  −$91

  Unrealized

  -

Ticker	Shares	CostAvg Cost	Price	MktMkt Val	Real.Est. Realized	Unrl.Est. Unrealized	% Port
IJJiShares S&P Mid-Cap 400 Value ETF (IJJ)	-	-	$143.37	-	−$91	-	-
IWMiShares Russell 2000 ETF (IWM)	-	No buy on record	$273.67	-	-	-	-
IVViShares Core S&P 500 ETF (IVV)	-	No buy on record	$738.68	-	-	-	-
ESMLiShares ESG MSCI USA Small-Cap ETF (ESML)	-	No buy on record	$52.73	-	-	-	-
VGSHVanguard Short-Term Treasury ETF (VGSH)	-	No buy on record	$57.86	-	-	-	-
BNDVanguard Total Bond Market Index Fund ETF Shares (BND)	-	No buy on record	$71.59	-	-	-	-
MSFTMicrosoft Corporation	-	No buy on record	$530.61	-	-	-	-
Total				-	−$91	-	-

1-7 of 7 tickers