Discipline Wealth Solutions, LLC Sells in Q4 2024

Discipline Wealth Solutions, LLC

Stock	Shares change	Price Range	Shares Held
AGG Ishares Core U.S. Aggregate Bo ETFs	-5.11K - 30.3%	$96.64 - $101.23 $494K - $517K	11.7K $1.14M
SHY Ishares Barclays 1 3 Year Trea ETFs	-4.45K - 39.3%	$81.68 - $82.93 $363K - $369K	6.86K $562K
BSV Vanguard Bd Index Fd Inc Short ETFs	-3.72K - 15.32%	$77.02 - $78.58 $286K - $292K	20.6K $1.59M
TQQQ Proshares Ultrapro Qqq ETFs	-4.43K - 18.9%	$69.42 - $93.29 $307K - $413K	19K $1.5M
VBR Vanguard Small Cap Value ETF ETFs	-657 - 9.85%	$197.36 - $217.3 $130K - $143K	6.01K $1.19M
EFV Msci Eafe Value ETF ETFs	-891 - 7.4%	$51.78 - $57.15 $46.1K - $50.9K	11.2K $585K
IVE Ishares S&P 500 Value ETF ETFs	-351 - 7.74%	$189.5 - $206.17 $66.5K - $72.4K	4.18K $798K
BND Vanguard Bd Index Fd Inc Total ETFs	-775 - 12.66%	$71.75 - $75.11 $55.6K - $58.2K	5.35K $384K
VTV Vanguard Value ETF ETFs	-226 - 5.19%	$168.32 - $181.87 $38K - $41.1K	4.13K $699K
VB Vanguard Small Cap ETF ETFs	-287 - 7.07%	$233.76 - $261.58 $67.1K - $75.1K	3.77K $905K
EFA Ishares Tr Msci Eafe ETF ETFs	-241 - 6.07%	$75.1 - $82.99 $18.1K - $20K	3.73K $282K
DGS Wisdomtree Emerging Markets Sm ETFs	-392 - 8.72%	$48.87 - $53.53 $19.2K - $21K	4.1K $200K
VTI Vanguard Total Stock Market Et ETFs	-183 - 5.4%	$280.04 - $302.45 $51.2K - $55.3K	3.21K $929K
IWC Russell Micro Cap ETF ETFs	-174 - 6.11%	$120.3 - $138.84 $20.9K - $24.2K	2.67K $348K

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