Iam Advisory, LLC Closed Holding Positions

Iam Advisory, LLC

$392 Million
Q4 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
EFV Msci Eafe Value ETF ETFs	Q3 2021 Filed on Oct 14, 2021	1,062	$49.8 - $52.99 $52.9K - $56.3K
BND Vanguard Bd Index Fd Inc Total ETFs	Q3 2021 Filed on Oct 14, 2021	5,142	$85.45 - $86.85 $439K - $447K
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	Q3 2021 Filed on Oct 14, 2021	187,309	$91.45 - $91.48 $17.1M - $17.1M
Jpmorgan Betabuilders Canada	Q3 2021 Filed on Oct 14, 2021	345,742	N/A
AGG Ishares Core U.S. Aggregate Bo ETFs	Q3 2021 Filed on Oct 14, 2021	1,671	$114.77 - $116.58 $192K - $195K
IEMG Ishares Inc ETFs	Q3 2021 Filed on Oct 14, 2021	1,052,546	$60.55 - $66.68 $63.7M - $70.2M
SCHB Schwab Strategic Tr Us Broad M ETFs	Q3 2021 Filed on Oct 14, 2021	6,622	$51.32 - $54.83 $340K - $363K
SCHA Schwab Strategic Tr Us Small C ETFs	Q3 2021 Filed on Oct 14, 2021	205	$48.3 - $52.49 $9.9K - $10.8K
MUB Ishares National Muni Bond ETF ETFs	Q3 2021 Filed on Oct 14, 2021	11,549	$116.12 - $117.94 $1.34M - $1.36M
IWD Ishares Russell 1000 Val ETF ETFs	Q3 2021 Filed on Oct 14, 2021	1,826	$154.62 - $164.07 $282K - $300K
IVV Ishares Core S&P 500 ETF ETFs	Q3 2021 Filed on Oct 14, 2021	42,781	$426.8 - $455.27 $18.3M - $19.5M
ITOT Ishares Core S&P Total U.S. St ETFs	Q3 2021 Filed on Oct 14, 2021	664,461	$97.33 - $103.96 $64.7M - $69.1M
IPAC Ishares Tr Ishares Core Msci P ETFs	Q3 2021 Filed on Oct 14, 2021	412,902	$64.89 - $70.4 $26.8M - $29.1M
IJR Ishares Core S&P Sm Cap ETF ETFs	Q3 2021 Filed on Oct 14, 2021	26,147	$104.62 - $113.69 $2.74M - $2.97M
IEUR Ishares Tr Ishares Core Msci E ETFs	Q3 2021 Filed on Oct 14, 2021	700,674	$55.75 - $60.04 $39.1M - $42.1M
ARKG Ark Genomic Revolution ETF (De ETFs	Q2 2021 Filed on Jul 20, 2021	2,955	$73.64 - $93.1 $218K - $275K
ARKK Ark ETF Tr Innovation ETF (De) ETFs	Q2 2021 Filed on Jul 20, 2021	1,800	$99.48 - $130.88 $179K - $236K
ADSK Autodesk, Inc. Technology	Q2 2021 Filed on Jul 20, 2021	3,365	$269.54 - $300.16 $907K - $1.01M
CVNA Carvana Co. Consumer Cyclical	Q2 2021 Filed on Jul 20, 2021	4,199	$223.87 - $314.73 $940K - $1.32M
Qraft Ai Enhanced U.S. Large Cap Momentum ETF	Q2 2021 Filed on Jul 20, 2021	5,682	N/A
CHGG Chegg, Inc Consumer Defensive	Q2 2021 Filed on Jul 20, 2021	11,283	$72.78 - $95.97 $821K - $1.08M
PPL Ppl Corp Utilities	Q1 2021 Filed on May 10, 2021	7,474	$26.19 - $29.69 $196K - $222K
TDOC Teladoc Health, Inc. Healthcare	Q1 2021 Filed on May 10, 2021	4,346	$171.3 - $294.54 $744K - $1.28M
GSAT Globalstar, Inc. Communication Services	Q1 2021 Filed on May 10, 2021	19,000	$0.34 - $2.57 $6.46K - $48.8K

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