Daniels&Tansey,Llp Closed Holding Positions

Daniels&Tansey,Llp

$438 Million
Q3 2023

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
QUAL Ishares Msci Usa Quality Facto ETFs	Q2 2022 Filed on Jul 29, 2022	1,663	$108.57 - $135.98 $181K - $226K
PRF Invesco Exchange Traded Fd Tr ETFs	Q2 2022 Filed on Jul 29, 2022	2,149	$145.08 - $172.75 $312K - $371K
QQQ Invesco Qqq Trust, Series 1 ETFs	Q2 2022 Filed on Jul 29, 2022	936	$271.39 - $369.3 $254K - $346K
ACWX Ishares Msci Acwi Ex Us ETF ETFs	Q1 2022 Filed on May 05, 2022	13,007	$48.26 - $56.7 $628K - $737K
DFAC Dimensional ETF Tr U S Core Eq ETFs	Q1 2022 Filed on May 05, 2022	11,921	$25.76 - $29.21 $307K - $348K
JPM Jpmorgan Chase & CO Financial Services	Q1 2022 Filed on May 05, 2022	1,409	$128.3 - $168.44 $181K - $237K
XSLV Invesco ETF Tr Ii S&P Smallcap ETFs	Q1 2022 Filed on May 05, 2022	5,505	$47.33 - $52.58 $261K - $289K
AMGN Amgen Inc Healthcare	Q2 2021 Filed on Aug 04, 2021	862	$233.58 - $259.14 $201K - $223K
GVI Ishares Tr ETFs	Q1 2021 Filed on May 06, 2021	2,557	$114.79 - $117.59 $294K - $301K
AGG Ishares Core U.S. Aggregate Bo ETFs	Q1 2021 Filed on May 06, 2021	28,578	$113.42 - $118.04 $3.24M - $3.37M
MBB Ishares Tr ETFs	Q1 2021 Filed on May 06, 2021	4,885	$108.32 - $110.29 $529K - $539K
MUB Ishares National Muni Bond ETF ETFs	Q4 2020 Filed on Feb 04, 2021	5,345	$115.08 - $117.2 $615K - $626K
IGIB Ishares Trust Ishares 5 10 Yea ETFs	Q4 2020 Filed on Feb 04, 2021	48,762	$60.52 - $61.79 $2.95M - $3.01M
IGSB Ishares Trust Ishares 1 5 Year ETFs	Q4 2020 Filed on Feb 04, 2021	68,945	$54.79 - $55.17 $3.78M - $3.8M
VB Vanguard Small Cap ETF ETFs	Q4 2020 Filed on Feb 04, 2021	22,316	$156.0 - $196.91 $3.48M - $4.39M
Ishares Comex Gold Trust	Q4 2020 Filed on Feb 04, 2021	144,366	N/A

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