Bernardo Wealth Planning LLC Purchases in Q3 2024

Bernardo Wealth Planning LLC

Stock	Shares change	Price Range	Shares Held
UNH Unitedhealth Group Inc Healthcare	4 + 0.51%	$488.01 - $604.18 $1.95K - $2.42K	783 $443K
ABT Abbott Laboratories Healthcare	37 + 1.76%	$100.07 - $118.13 $3.7K - $4.37K	2.13K $252K
AGG Ishares Core U.S. Aggregate Bo ETFs	224 + 4.69%	$96.25 - $101.98 $21.6K - $22.8K	5K $497K
IJH Ishares Core S&P Mid Cap ETF ETFs	30 + 0.56%	$57.32 - $62.65 $1.72K - $1.88K	5.4K $345K
XOM Exxon Mobil Corp Energy	5 + 0.09%	$109.72 - $119.0 $549 - $595	5.34K $643K
VIG Vanguard Dividend Appreciation ETFs	4 + 0.26%	$182.15 - $182.15 $729 - $729	1.54K $309K
WFC Wells Fargo & Company Financial Services	10 + 0.26%	$51.58 - $60.97 $516 - $610	3.84K $247K
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	13 + 0.32%	$60.84 - $67.51 $791 - $878	4.07K $279K
VEA Vanguard Ftse Developed Market ETFs	29 + 0.69%	$47.6 - $53.31 $1.38K - $1.55K	4.23K $218K
GOOGL Alphabet Inc. Communication Services	128 + 9.0%	$148.65 - $191.18 $19K - $24.5K	1.55K $253K
SCHV Schwab Strategic Tr Us Large C ETFs	14.4K + 139.96%	$73.43 - $80.37 $1.06M - $1.16M	24.8K $676K
GOOG Alphabet Inc. Communication Services	107 + 1.19%	$149.54 - $192.66 $16K - $20.6K	9.1K $1.5M

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