Aggressive Age-Based Option: Aggressive Portfolio's ticker is and the CUSIP is H42388594.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $65,000 | -18.8% | 6,547 | +0.0% | 0.02% | 0.0% |
| Q4 2019 | $80,000 | +6.7% | 6,546 | -0.0% | 0.02% | +30.8% |
| Q3 2019 | $75,000 | +7.1% | 6,547 | 0.0% | 0.01% | -18.8% |
| Q2 2019 | $70,000 | -2.8% | 6,547 | 0.0% | 0.02% | +14.3% |
| Q1 2019 | $72,000 | +12.5% | 6,547 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $64,000 | -11.1% | 6,547 | +0.0% | 0.01% | 0.0% |
| Q3 2018 | $72,000 | +4.3% | 6,546 | 0.0% | 0.01% | -6.7% |
| Q2 2018 | $69,000 | 0.0% | 6,546 | -0.0% | 0.02% | -6.2% |
| Q4 2017 | $69,000 | – | 6,547 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Capital Group, LLC | 6,547 | $72,000 | 0.01% |