Altfest L J & CO Inc ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VTC Vanguard Scottsdale Fds Total	$0	$359,000 0.05% of portfolio	4,654	Q2 2025 Added 2.4%
VIS Vanguard Industrial ETF	$0	$353,000 0.05% of portfolio	1,263	Q2 2025 Reduced 37.48%
EMXC Ishares Inc Msci Emerging Mkts	$0	$331,000 0.05% of portfolio	5,251	Q3 2024 Added 0.15%
VGT Vanguard Information Technolog	$0	$330,000 0.05% of portfolio	499	Q2 2025 Added 1.22%
VTV Vanguard Value ETF	$0	$323,000 0.05% of portfolio	1,831	Q2 2025 Reduced 0.05%
UJUL Innovator U.S. Equity Ultra Bu	$0	$316,000 0.04% of portfolio	8,595	Q3 2024 Reduced 27.61%
KWEB Kraneshares Tr Csi China Inter	$0	$315,000 0.04% of portfolio	9,197	Q2 2025 Reduced 42.48%
ITOT Ishares Core S&P Total U.S. St	$0	$297,000 0.04% of portfolio	2,201	Q2 2025 Added 0.32%
IBB Ishares Biotechnology ETF	$0	$294,000 0.04% of portfolio	2,326	Q2 2025 Reduced 6.55%
MBB Ishares Tr	$0	$291,000 0.04% of portfolio	3,109	Q2 2025 Reduced 40.14%
CMF Ishares California Muni Bond E	$0	$290,000 0.04% of portfolio	5,218	Q3 2024 New
XHB Spdr Series Tr Spdr S&P Homebu	$0	$288,000 0.04% of portfolio	2,929	Q2 2025 Added 0.07%
EFG Msci Eafe Growth ETF	$0	$276,000 0.04% of portfolio	2,473	Q1 2025 Reduced 2.56%
IMCV Ishares Morningstar Mid Cap Va	$0	$273,000 0.04% of portfolio	3,601	Q2 2025 Reduced 50.87%
EAGG Ishares Esg Aware U.S. Aggrega	$0	$258,000 0.04% of portfolio	5,444	Q2 2025 Reduced 7.18%
XLV Select Sector Spdr Fund Health	$0	$258,000 0.04% of portfolio	1,919	Q2 2025 Reduced 17.92%
DFIV Dimensional ETF Tr	$0	$257,000 0.04% of portfolio	6,014	Q2 2025 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$247,000 0.03% of portfolio	4,995	Q2 2025 Reduced 13.42%
MUNI Pimco ETF Tr Inter Mun Bd Acti	$0	$246,000 0.03% of portfolio	4,798	Q4 2024 New
IWF Ishares Russell 1000 Gr ETF	$0	$229,000 0.03% of portfolio	540	Q2 2025 New
GII Spdr S&P Global Infrasture ETF	$0	$224,000 0.03% of portfolio	3,340	Q2 2025 Added 0.81%
VDC Vanguard Consumer Staples ETF	$0	$222,000 0.03% of portfolio	1,015	Q2 2025 New
IWP Ishares Russell Mid Cap Growth	$0	$222,000 0.03% of portfolio	1,604	Q2 2025 New
VIG Vanguard Dividend Appreciation	$0	$214,000 0.03% of portfolio	1,175	Q1 2025 Added 0.51%
SPSM Spdr Portfolio S&P 600 Small C	$0	$208,000 0.03% of portfolio	4,904	Q2 2025 Reduced 42.45%
TBUX T Rowe Price Exchange Traded F	$0	$200,000 0.03% of portfolio	4,027	Q2 2025 New

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