Prepared Retirement Institute LLC Reduced Holdings in Q4 2024

Prepared Retirement Institute LLC

Stock	Shares change	Price Range	Shares Held
MSFT Microsoft Corp Technology	-539 - 8.71%	$406.35 - $454.46 $219K - $245K	5.65K $2.38B
PFFD Global X Fds U S Pfd ETF (De) ETFs	-1.48K - 0.75%	$19.47 - $20.95 $28.8K - $31K	196K $3.83B
AAPL Apple Inc. Technology	-1.48K - 20.69%	$221.69 - $259.02 $328K - $383K	5.67K $1.42B
DGRO Ishares Core Dividend Growth E ETFs	-1.85K - 6.25%	$60.73 - $64.94 $112K - $120K	27.7K $1.7B
FLOT Ishares Tr Fltg Rate Nt ETF ETFs	-2.67K - 13.1%	$50.73 - $51.08 $135K - $136K	17.7K $899M
MRK Merck & Co., Inc. Healthcare	-246 - 3.09%	$96.31 - $114.76 $23.7K - $28.2K	7.71K $767M
DEED First Tr Exch Trd Fd Viii Firs ETFs	-1.73K - 11.45%	$20.56 - $21.8 $35.5K - $37.7K	13.4K $276M
PFE Pfizer Inc Healthcare	-465 - 3.04%	$24.8 - $30.19 $11.5K - $14K	14.9K $394M
Te Connectivity PLC	-18 - 0.37%	N/A	4.89K $699M
PFF Ishares Trust Ishares Pfd And ETFs	-531 - 4.0%	$31.23 - $33.51 $16.6K - $17.8K	12.7K $400M
VXF Vanguard Extended Market ETF ETFs	-239 - 12.73%	$179.17 - $207.15 $42.8K - $49.5K	1.64K $311M
VCSH Vanguard Sht Term Corp Bd ETF ETFs	-307 - 7.46%	$77.86 - $79.27 $23.9K - $24.3K	3.81K $297M
T At&T Inc. Communication Services	-107 - 1.07%	$21.22 - $23.88 $2.27K - $2.56K	9.9K $225M
IVV Ishares Core S&P 500 ETF ETFs	-5 - 0.2%	$570.51 - $610.59 $2.85K - $3.05K	2.52K $1.48B
VUG Vanguard Growth ETF ETFs	-244 - 3.95%	$378.79 - $428.11 $92.4K - $104K	5.93K $2.43B

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