Rockbridge Investment Management, Lcc Closed Holding Positions

Rockbridge Investment Management, Lcc

$772 Billion
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
IWR Ishares Russell Mid Cap ETF ETFs	Q2 2022 Filed on May 28, 2024	248	$62.75 - $78.76 $15.6K - $19.5K
ICLN Ishares ETFs	Q3 2022 Filed on May 28, 2024	1,685	$18.81 - $23.61 $31.7K - $39.8K
SUSB Ishares Tr Ishares Esg Aware 1 ETFs	Q3 2022 Filed on May 28, 2024	1,360	$23.37 - $24.43 $31.8K - $33.2K
ACWX Ishares Msci Acwi Ex Us ETF ETFs	Q3 2022 Filed on May 28, 2024	735	$39.97 - $47.36 $29.4K - $34.8K
ESGD Ishares Trust Ishares Esg Awar ETFs	Q3 2022 Filed on May 28, 2024	1,158	$55.75 - $67.2 $64.6K - $77.8K
IWY Ishares Tr Russell 200 Growth ETFs	Q3 2022 Filed on May 28, 2024	2,093	$119.49 - $146.95 $250K - $308K
IYC Ishares U.S. Consumer Discreti ETFs	Q3 2022 Filed on May 28, 2024	1,172	$57.71 - $70.4 $67.6K - $82.5K
IVE Ishares S&P 500 Value ETF ETFs	Q3 2022 Filed on May 28, 2024	701	$128.52 - $150.96 $90.1K - $106K
IUSB Ishares Core Total Usd Bond Ma ETFs	Q3 2022 Filed on May 28, 2024	2,393	$44.1 - $48.01 $106K - $115K
EFG Msci Eafe Growth ETF ETFs	Q2 2022 Filed on May 28, 2024	1,287	$77.95 - $97.78 $100K - $126K
LQD Ishares Iboxx $ Investment Gra ETFs	Q3 2022 Filed on May 28, 2024	918	$101.44 - $114.61 $93.1K - $105K
EEM Ishares Msci Emerging Markets ETFs	Q3 2022 Filed on May 28, 2024	878	$34.88 - $41.05 $30.6K - $36K
IWB Ishares Tr Russell 1000 ETF ETFs	Q3 2022 Filed on May 28, 2024	479	$197.33 - $237.63 $94.5K - $114K
TLT Ishares Barclays 20+ Year Trea ETFs	Q3 2022 Filed on May 28, 2024	1,386	$100.95 - $120.04 $140K - $166K
IJK Ishares S&P Midcap 400 Growth ETFs	Q2 2023 Filed on May 28, 2024	2,902	$69.13 - $75.0 $201K - $218K
IYW Ishares Dj Us Tech ETF ETFs	Q2 2022 Filed on May 28, 2024	2,000	$77.53 - $105.04 $155K - $210K
IDU Ishares Tr U S Utils ETF ETFs	Q2 2022 Filed on May 28, 2024	806	$78.85 - $93.89 $63.6K - $75.7K
IBDN Ishares Ibonds Dec 2022 Term C ETFs	Q2 2022 Filed on May 28, 2024	2,741	N/A
AOA Ishares Tr Core Aggressive All ETFs	Q3 2022 Filed on May 28, 2024	572	$55.45 - $64.54 $31.7K - $36.9K
EWGS Ishares Msci Germany Small Cap ETFs	Q2 2022 Filed on May 28, 2024	550	N/A
IBDP Ishares Ibonds Dec 2024 Term C ETFs	Q2 2022 Filed on May 28, 2024	1,704	$24.47 - $25.06 $41.7K - $42.7K
IBDO Ishares Ibonds Dec 2023 Term C ETFs	Q2 2022 Filed on May 28, 2024	1,716	$25.0 - $25.26 $42.9K - $43.3K
IYR Ishares Tr ETFs	Q3 2022 Filed on May 28, 2024	70	$80.64 - $103.19 $5.64K - $7.22K
CNYA Ishares Tr Msci China A ETF (D ETFs	Q2 2022 Filed on May 28, 2024	1,179	$31.31 - $38.05 $36.9K - $44.9K
IYF Ishares Tr ETFs	Q2 2022 Filed on May 28, 2024	602	$67.96 - $84.37 $40.9K - $50.8K
IBDD Ishares Ibonds Mar 2023 Term C ETFs	Q2 2022 Filed on May 28, 2024	1,960	N/A
TIP Ishares Tr Tips Bd ETF ETFs	Q3 2022 Filed on May 28, 2024	2	$104.9 - $118.23 $210 - $236
IGIB Ishares Trust Ishares 5 10 Yea ETFs	Q3 2022 Filed on May 28, 2024	175	$47.86 - $52.82 $8.38K - $9.24K
USMV Ishares Msci Usa Min Vol Facto ETFs	Q3 2022 Filed on May 28, 2024	800	$66.1 - $76.63 $52.9K - $61.3K
IDEV Ishares Core Msci Intl Develop ETFs	Q3 2022 Filed on May 28, 2024	1,021	$48.0 - $57.67 $49K - $58.9K
IBCE Ishares Ibonds Mar 2023 Term C ETFs	Q2 2022 Filed on May 28, 2024	9,069	$24.19 - $24.36 $219K - $221K
VRTX Vertex Pharmaceuticals Inc Healthcare	Q3 2022 Filed on May 28, 2024	50	$273.83 - $305.53 $13.7K - $15.3K
VIGI Vanguard Whitehall Fds Intl Di ETFs	Q3 2022 Filed on May 28, 2024	100	$61.33 - $72.1 $6.13K - $7.21K
VYMI Vanguard Whitehall Fds Intl Hi ETFs	Q3 2022 Filed on May 28, 2024	813	$52.04 - $61.21 $42.3K - $49.8K
VCLT Vanguard Lg Trm Corp Bd ETF ETFs	Q2 2022 Filed on May 28, 2024	200	$78.88 - $94.44 $15.8K - $18.9K
VONG Vanguard Russell 1000 Growth E ETFs	Q2 2022 Filed on May 28, 2024	3,965	$54.1 - $72.84 $215K - $289K
VONV Vanguard Russell 1000 Value Et ETFs	Q2 2022 Filed on May 28, 2024	45,408	$62.21 - $73.88 $2.82M - $3.35M
VONE Vanguard Russell 1000 ETF ETFs	Q3 2022 Filed on May 28, 2024	520	$163.38 - $196.39 $85K - $102K
VNQI Vanguard Global Ex U.S. Real ETFs	Q3 2022 Filed on May 28, 2024	84	$37.49 - $46.16 $3.15K - $3.88K
VT Vanguard Total World Stk Index ETFs	Q3 2022 Filed on May 28, 2024	85	$78.88 - $94.48 $6.7K - $8.03K
VEU Vanguard Ftse All World Ex Us ETFs	Q2 2023 Filed on May 28, 2024	3,878	$52.62 - $56.04 $204K - $217K
VXF Vanguard Extended Market ETF ETFs	Q3 2022 Filed on May 28, 2024	306	$126.36 - $155.13 $38.7K - $47.5K
BNDX Vanguard Total International B ETFs	Q3 2022 Filed on May 28, 2024	2,006	$47.32 - $51.35 $94.9K - $103K
BLV Vanguard Bd Index Fd Inc Long ETFs	Q3 2022 Filed on May 28, 2024	206	$70.98 - $83.52 $14.6K - $17.2K
VSGX Vanguard World Fd Esg Intl Stk ETFs	Q3 2022 Filed on May 28, 2024	2,046	$43.44 - $51.83 $88.9K - $106K
MGC Vanguard Mega Cap ETF ETFs	Q3 2022 Filed on May 28, 2024	11	$124.82 - $150.2 $1.37K - $1.65K
VRSK Verisk Analytics, Inc. Industrials	Q2 2022 Filed on May 28, 2024	40	$158.23 - $220.25 $6.33K - $8.81K
VEEV Veeva Systems Inc Healthcare	Q2 2022 Filed on May 28, 2024	30	$153.1 - $216.76 $4.59K - $6.5K
VIS Vanguard Industrial ETF ETFs	Q3 2022 Filed on May 28, 2024	10	$157.54 - $190.84 $1.58K - $1.91K
VAW Vanguard Materials ETF ETFs	Q3 2022 Filed on May 28, 2024	16	$147.73 - $179.69 $2.36K - $2.88K

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