Eagle Strategies LLC ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
HYGH Ishares U S ETF Tr Int Rate He	$0	$586,000 0.09% of portfolio	6,783	Q4 2024 Added 7.79%
VEA Vanguard Ftse Developed Market	$0	$565,000 0.09% of portfolio	9,913	Q2 2025 Added 68.33%
VBK Vanguard Small Cap Growth ETF	$0	$563,000 0.09% of portfolio	2,034	Q2 2025 Added 6.72%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$527,000 0.08% of portfolio	931	Q2 2025 Reduced 3.02%
SLYG Spdr S&P 600 Small Cap Growth	$0	$514,000 0.08% of portfolio	5,802	Q2 2025 Added 5.45%
IJH Ishares Core S&P Mid Cap ETF	$0	$510,000 0.08% of portfolio	8,237	Q2 2025 Added 1.88%
HDV Ishares Core High Dividend ETF	$0	$487,000 0.07% of portfolio	4,157	Q2 2025 Reduced 4.52%
VNQ Vanguard Specialized Funds Van	$0	$485,000 0.07% of portfolio	5,448	Q2 2025 Reduced 1.38%
VXF Vanguard Extended Market ETF	$0	$480,000 0.07% of portfolio	2,493	Q2 2025 Added 4.57%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$472,000 0.07% of portfolio	1,073	Q2 2025 Reduced 5.21%
DVYE Ishares Emerging Markets Divid	$0	$467,000 0.07% of portfolio	16,310	Q2 2025 Reduced 56.47%
HEDJ Wisdomtree Europe Hedged Equit	$0	$453,000 0.07% of portfolio	9,418	Q2 2025 Added 5.52%
RODM Hartford Multifactor Developed	$0	$436,000 0.07% of portfolio	12,787	Q2 2025 Added 1.94%
IJJ Ishares S&P Midcap 400 Value E	$0	$429,000 0.07% of portfolio	3,477	Q2 2025 Reduced 0.6%
SPHD Invesco ETF Tr Ii S&P 500 High	$0	$410,000 0.06% of portfolio	8,635	Q2 2025 Added 18.53%
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$402,000 0.06% of portfolio	19,245	Q2 2025 Added 65.21%
EFG Msci Eafe Growth ETF	$0	$391,000 0.06% of portfolio	3,497	Q2 2025 Added 62.88%
FDN First Tr Fd Dow Jones	$0	$390,000 0.06% of portfolio	1,451	Q1 2025 Reduced 15.25%
DXJ Wisdomtree Trust Japan Hedged	$0	$384,000 0.06% of portfolio	3,362	Q2 2025 Added 6.66%
ACWX Ishares Msci Acwi Ex Us ETF	$0	$380,000 0.06% of portfolio	6,245	Q2 2025 Added 0.06%
VCLT Vanguard Lg Trm Corp Bd ETF	$0	$377,000 0.06% of portfolio	4,974	Q2 2025 Added 7.85%
PSCT Invesco S&P Smallcap Informati	$0	$357,000 0.05% of portfolio	7,735	Q2 2025 Added 6.5%
XSVM Invesco S&P Smallcap Value Wit	$0	$352,000 0.05% of portfolio	6,777	Q2 2025 Added 6.21%
SLV I Shares Silver Trust	$18.7B	$351,000 0.05% of portfolio	10,721	Q2 2025 Reduced 92.86%
SKYY First Trust Cloud Computing Et	$0	$346,000 0.05% of portfolio	2,851	Q2 2025 Added 0.04%
SPSB Spdr Portfolio Short Term Corp	$0	$344,000 0.05% of portfolio	11,407	Q2 2025 New
IJT Ishares S&P Small Cap 600 Grow	$0	$343,000 0.05% of portfolio	2,585	Q2 2025 Added 1.49%
SHY Ishares Barclays 1 3 Year Trea	$0	$339,000 0.05% of portfolio	4,094	Q2 2025 Reduced 20.72%
IBDR Ishares Tr Ibonds Dec 2026 Ter	$0	$330,000 0.05% of portfolio	13,933	Q2 2025 Added 0.69%
IFRA Ishares Tr	$0	$329,000 0.05% of portfolio	6,693	Q2 2025 New
DLN Wisdomtree Tr U.S Largecap Div	$0	$324,000 0.05% of portfolio	3,955	Q2 2025 New
MLPA Global X Mlp ETF	$0	$319,000 0.05% of portfolio	6,374	Q2 2025 Reduced 4.55%
IBDS Ishares Tr Ibonds Dec 2027 Ter	$0	$317,000 0.05% of portfolio	13,079	Q2 2025 Added 0.75%
SJNK Spdr Bloomberg Short Term High	$0	$306,000 0.05% of portfolio	12,046	Q2 2025 Added 0.32%
FDL First Tr Morningstar Dividend	$0	$287,000 0.04% of portfolio	6,873	Q2 2025 Added 3.7%
ACWI Ishares Msci Acwi ETF	$0	$276,000 0.04% of portfolio	2,147	Q2 2025 Added 0.42%
IBDQ Ishares Ibonds Dec 2025 Term C	$0	$271,000 0.04% of portfolio	10,768	Q2 2025 Added 0.44%
VGLT Vanguard Long Term Treasury Et	$0	$268,000 0.04% of portfolio	4,791	Q2 2025 Added 6.75%
JPST Jp Morgan ETF Tr Ultra Short I	$0	$265,000 0.04% of portfolio	5,239	Q2 2025 New
KRMA Global X Fds Global X Consciou	$0	$247,000 0.04% of portfolio	6,132	Q2 2025 Added 0.94%
LIT Global X Fds Global X Lithium	$0	$232,000 0.04% of portfolio	6,050	Q2 2025 Added 0.88%
SUSA Ishares Tr Msci Usa Esg Select	$0	$230,000 0.04% of portfolio	1,817	Q2 2025 Reduced 5.41%
SUB Ishares Short Term National Mu	$0	$211,000 0.03% of portfolio	1,985	Q2 2025 Reduced 3.97%
XLK Technology Sector Spdr	$0	$205,000 0.03% of portfolio	813	Q2 2025 New

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