Legacy Bridge, LLC ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XLF Financial Sector Spdr	$0	$67,000 0.04% of portfolio	1,485	Q2 2024 Reduced 25.19%
IBDQ Ishares Ibonds Dec 2025 Term C	$0	$65,000 0.04% of portfolio	2,606	Q3 2024 Reduced 58.67%
QQQ Invesco Qqq Trust, Series 1	$0	$58,000 0.03% of portfolio	120	Q3 2024 Added 60.0%
PRF Invesco Exchange Traded Fd Tr	$0	$58,000 0.03% of portfolio	1,450	Q3 2023 Added 400.0%
IBDT Ishares Tr Ibonds Dec 2028 Ter	$0	$48,000 0.03% of portfolio	1,900	Q4 2023 New
GUNR Flexshares Tr Morningstar Glob	$0	$48,000 0.03% of portfolio	1,182	Q4 2018 New
DVY Ishares Tr	$0	$47,000 0.03% of portfolio	350	Q4 2018 New
SCHZ Schwab Us Aggregate Bond ETF	$0	$36,000 0.02% of portfolio	765	Q4 2023 Reduced 70.18%
EWJ Ishares Msci Japan ETF	$0	$35,000 0.02% of portfolio	500	Q2 2021 Reduced 33.33%
XLI Industrial Sector Spdr	$0	$33,000 0.02% of portfolio	250	Q4 2023 Reduced 16.67%
IJT Ishares S&P Small Cap 600 Grow	$0	$32,000 0.02% of portfolio	236	Q3 2024 Added 73.53%
EFV Msci Eafe Value ETF	$0	$30,000 0.02% of portfolio	525	Q2 2023 Reduced 65.57%
IAU Ishares Gold Trust	$43.3B	$28,000 0.02% of portfolio	579	Q1 2024 Added 15.8%
GSIE Goldman Sachs ETF Tr Activebet	$0	$27,000 0.02% of portfolio	883	Q3 2021 New
XLB Select Sector Spdr Fd Material	$0	$24,000 0.01% of portfolio	255	Q4 2023 Reduced 8.93%
XLV Select Sector Spdr Fund Health	$0	$20,000 0.01% of portfolio	132	Q1 2020 Added 144.44%
CUT Invesco ETF Tr Ii Msci Global	$0	$19,000 0.01% of portfolio	539	Q4 2018 New
VNQ Vanguard Specialized Funds Van	$0	$19,000 0.01% of portfolio	204	Q1 2024 Added 148.78%
IGF Ishares Global Infrastructure	$0	$17,000 0.01% of portfolio	317	Q4 2019 New
VSS Vanguard Intl Eqty Ftse All Wo	$0	$17,000 0.01% of portfolio	140	Q4 2018 New
SCHE Schwab Strategic Tr Us Emergin	$0	$12,000 0.01% of portfolio	440	Q1 2020 Reduced 40.54%
IBDR Ishares Tr Ibonds Dec 2026 Ter	$0	$11,000 0.01% of portfolio	496	Q2 2024 Added 16.71%
SCHD Schwab Strategic Tr Us Dividen	$0	$8,000 0.0% of portfolio	100	Q2 2024 Reduced 28.06%
USRT Ishares Core U.S. Reit ETF	$0	$8,000 0.0% of portfolio	130	Q3 2024 Added 23.81%
IBDP Ishares Ibonds Dec 2024 Term C	$0	$5,000 0.0% of portfolio	200	Q1 2024 New
VGK Vanguard Ftse Europe ETF Ftse	$0	$5,000 0.0% of portfolio	81	Q4 2021 New
IBDS Ishares Tr Ibonds Dec 2027 Ter	$0	$4,000 0.0% of portfolio	182	Q4 2023 New
XLC Select Sector Spdr Tr Communic	$0	$3,000 0.0% of portfolio	37	Q2 2024 New
BSV Vanguard Bd Index Fd Inc Short	$0	$3,000 0.0% of portfolio	50	Q4 2018 New
TIP Ishares Tr Tips Bd ETF	$0	$3,000 0.0% of portfolio	28	Q2 2022 Reduced 77.95%
BIV Vanguard Bd Index Fd Inc Inter	$0	$3,000 0.0% of portfolio	50	Q4 2018 New
FMAT Fidelity Covington Tr Msci Mat	$0	$2,000 0.0% of portfolio	50	Q1 2024 Reduced 50.0%
IWD Ishares Russell 1000 Val ETF	$0	$2,000 0.0% of portfolio	12	Q2 2024 New
JNK Spdr Bloomberg High Yield Bond	$0	$2,000 0.0% of portfolio	26	Q1 2024 New
VTV Vanguard Value ETF	$0	$1,000 0.0% of portfolio	11	Q2 2024 Reduced 95.53%
RYH Invesco S&P 500 Equal Weight H	$0	$0 0.0% of portfolio	5,210	Q3 2023 Added 900.0%
AGG Ishares Core U.S. Aggregate Bo	$0	$0 0.0% of portfolio	5	Q1 2024 New
EZU Ishares Inc Msci Eurozone ETF	$0	$0 0.0% of portfolio	15	Q1 2024 New

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