Fiduciary Planning LLC Closed Holding Positions

Fiduciary Planning LLC

$220 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
UAVS Ag Eagle Aerial Systems Inc. Technology	Q2 2021 Filed on Aug 06, 2021	250	$4.06 - $8.35 $1.01K - $2.09K
DEO Diageo PLC Consumer Defensive	Q2 2021 Filed on Aug 06, 2021	21	$167.44 - $195.76 $3.52K - $4.11K
LMT Lockheed Martin Corp Industrials	Q2 2021 Filed on Aug 06, 2021	28	$371.02 - $394.1 $10.4K - $11K
IEF Ishares Barclays ETFs	Q2 2021 Filed on Aug 06, 2021	25	$113.04 - $115.78 $2.83K - $2.89K
ACWV Ishares Msci Global Min Vol Fa ETFs	Q2 2021 Filed on Aug 06, 2021	59	$99.22 - $104.02 $5.85K - $6.14K
ESGE Ishares, Inc. Ishares Esg Awar ETFs	Q2 2021 Filed on Aug 06, 2021	1,045	$42.32 - $45.78 $44.2K - $47.8K
ICPT Intercept Pharmaceuticals, Inc. Healthcare	Q2 2021 Filed on Aug 06, 2021	110	$15.46 - $24.5 $1.7K - $2.7K
INTC Intel Corp Technology	Q2 2021 Filed on Aug 06, 2021	179	$53.62 - $68.26 $9.6K - $12.2K
HUM Humana Inc Healthcare	Q2 2021 Filed on Aug 06, 2021	401	$407.15 - $469.97 $163K - $188K
Hexo Corp Com	Q2 2021 Filed on Aug 06, 2021	106	N/A
HAL Halliburton CO Energy	Q2 2021 Filed on Aug 06, 2021	800	$19.06 - $24.72 $15.2K - $19.8K
GS Goldman Sachs Group Inc Financial Services	Q2 2021 Filed on Aug 06, 2021	70	$323.54 - $391.45 $22.6K - $27.4K
LIT Global X Fds Global X Lithium ETFs	Q2 2021 Filed on Aug 06, 2021	329	$58.04 - $72.46 $19.1K - $23.8K
GSK Gsk PLC Healthcare	Q2 2021 Filed on Aug 06, 2021	103	$36.52 - $41.46 $3.76K - $4.27K
IDEV Ishares Core Msci Intl Develop ETFs	Q2 2021 Filed on Aug 06, 2021	9	$65.54 - $69.99 $590 - $630
IPAC Ishares Tr Ishares Core Msci P ETFs	Q2 2021 Filed on Aug 06, 2021	6	$65.17 - $68.78 $391 - $413
L Brands Inc	Q2 2021 Filed on Aug 06, 2021	406	N/A
LX Lexin Fintech Holdings Ltd. Financial Services	Q2 2021 Filed on Aug 06, 2021	1,200	$7.58 - $13.31 $9.1K - $16K
IYK Ishares U.S. Consumer Staples ETFs	Q2 2021 Filed on Aug 06, 2021	104	$175.59 - $184.13 $18.3K - $19.1K
IJJ Ishares S&P Midcap 400 Value E ETFs	Q2 2021 Filed on Aug 06, 2021	584	$102.45 - $110.12 $59.8K - $64.3K
IWS Ishares Russell Midcap Value E ETFs	Q2 2021 Filed on Aug 06, 2021	89	$110.51 - $117.85 $9.84K - $10.5K
EFA Ishares Tr Msci Eafe ETF ETFs	Q2 2021 Filed on Aug 06, 2021	139	$76.86 - $81.95 $10.7K - $11.4K
ESGU Ishares Trust Ishares Esg Awar ETFs	Q2 2021 Filed on Aug 06, 2021	859	$91.95 - $98.47 $79K - $84.6K
ESGD Ishares Trust Ishares Esg Awar ETFs	Q2 2021 Filed on Aug 06, 2021	587	$76.82 - $82.21 $45.1K - $48.3K
EFV Msci Eafe Value ETF ETFs	Q2 2021 Filed on Aug 06, 2021	114	$51.35 - $54.74 $5.85K - $6.24K
IUSV Ishares Core S&P U.S. Value Et ETFs	Q2 2021 Filed on Aug 06, 2021	13	$69.41 - $73.87 $902 - $960
IUSG Ishares Core S&P U.S Growth Et ETFs	Q2 2021 Filed on Aug 06, 2021	9	$91.91 - $101.16 $827 - $910
GIS General Mills Inc Consumer Defensive	Q2 2021 Filed on Aug 06, 2021	179	$59.15 - $64.03 $10.6K - $11.5K
General Electric CO	Q2 2021 Filed on Aug 06, 2021	600	N/A
ONEQ Fidelity Nasdaq Composite Inde ETFs	Q2 2021 Filed on Aug 06, 2021	322	$50.6 - $56.47 $16.3K - $18.2K
FHLC Fidelity Covington Tr Msci Hea ETFs	Q2 2021 Filed on Aug 06, 2021	3,033	$58.75 - $63.84 $178K - $194K
CMRX Chimerix Inc Healthcare	Q2 2021 Filed on Aug 06, 2021	225	$7.54 - $9.79 $1.7K - $2.2K
FVD First Tr Value Line Divid Inde ETFs	Q2 2021 Filed on Aug 06, 2021	393	$38.16 - $40.72 $15K - $16K
FFA First Trust Enhanced Equity Income Fund Financial Services	Q2 2021 Filed on Aug 06, 2021	836	$18.71 - $20.52 $15.6K - $17.2K
FANG Diamondback Energy, Inc. Energy	Q2 2021 Filed on Aug 06, 2021	34	$73.88 - $96.31 $2.51K - $3.27K
DFS Discover Financial Services Financial Services	Q2 2021 Filed on Aug 06, 2021	103	$96.8 - $124.19 $9.97K - $12.8K
F Ford Motor CO Consumer Cyclical	Q2 2021 Filed on Aug 06, 2021	426	$11.26 - $15.99 $4.8K - $6.81K
SCHA Schwab Strategic Tr Us Small C ETFs	Q2 2021 Filed on Aug 06, 2021	13	$48.39 - $52.91 $629 - $688
Frontier Communications Corp Com	Q2 2021 Filed on Aug 06, 2021	4	N/A
Fs Energy And Power Fund Nsa	Q2 2021 Filed on Aug 06, 2021	39,817	N/A
EFX Equifax Inc Industrials	Q2 2021 Filed on Aug 06, 2021	23	$181.59 - $239.85 $4.18K - $5.52K
GTX Garrett Motion Inc. Consumer Cyclical	Q2 2021 Filed on Aug 06, 2021	135	$4.96 - $8.67 $670 - $1.17K
EA Electronic Arts Inc. Communication Services	Q2 2021 Filed on Aug 06, 2021	3	$137.06 - $148.55 $411 - $446
ETN Eaton Corp PLC Industrials	Q2 2021 Filed on Aug 06, 2021	400	$138.46 - $148.51 $55.4K - $59.4K
DOW Dow Inc. Basic Materials	Q2 2021 Filed on Aug 06, 2021	66	$60.93 - $70.91 $4.02K - $4.68K
GUNR Flexshares Tr Morningstar Glob ETFs	Q2 2021 Filed on Aug 06, 2021	43	$36.54 - $40.43 $1.57K - $1.74K
CAT Caterpillar Inc Industrials	Q4 2020 Filed on Feb 10, 2021	13	$146.71 - $182.21 $1.91K - $2.37K
BND Vanguard Bd Index Fd Inc Total ETFs	Q4 2020 Filed on Feb 10, 2021	100	$87.44 - $88.49 $8.74K - $8.85K
WWD Woodward, Inc. Industrials	Q4 2020 Filed on Feb 10, 2021	29	$76.77 - $121.78 $2.23K - $3.53K
COST Costco Wholesale Corp Consumer Defensive	Q4 2020 Filed on Feb 10, 2021	6	$355.01 - $391.77 $2.13K - $2.35K

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