Retirement Solution Inc. Closed Holding Positions

Retirement Solution Inc.

$171 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
CDNA Care Dx, Inc. Healthcare	Q2 2022 Filed on Jul 21, 2022	7,316	$20.49 - $39.72 $150K - $291K
META Meta Platforms, Inc. Communication Services	Q2 2022 Filed on Jul 21, 2022	1,644	$155.85 - $233.89 $256K - $385K
ADP Automatic Data Processing Inc Industrials	Q2 2022 Filed on Jul 21, 2022	967	$199.94 - $238.5 $193K - $231K
KEYS Keysight Technologies, Inc. Technology	Q2 2022 Filed on Jul 21, 2022	1,316	$130.61 - $159.59 $172K - $210K
A Agilent Technologies, Inc. Healthcare	Q1 2022 Filed on Apr 29, 2022	1,421	$126.0 - $156.48 $179K - $222K
SHOP Shopify Inc. Technology	Q1 2022 Filed on Apr 29, 2022	243	$51.26 - $136.31 $12.5K - $33.1K
PNTG Pennant Group, Inc. Healthcare	Q4 2021 Filed on Mar 17, 2022	7,925	$18.94 - $28.04 $150K - $222K
General Fin Corp Del	Q1 2021 Filed on Mar 17, 2022	19,600	N/A
MDT Medtronic PLC Healthcare	Q4 2021 Filed on Mar 17, 2022	2,249	$99.53 - $127.75 $224K - $287K
LLY Eli Lilly & CO Healthcare	Q4 2021 Filed on Mar 17, 2022	1,065	$224.85 - $279.04 $239K - $297K
ISRG Intuitive Surgical Inc Healthcare	Q1 2021 Filed on Mar 17, 2022	918	$228.3 - $272.92 $210K - $251K
Invesco Exch Trd Slf Idx Fd	Q4 2021 Filed on Mar 17, 2022	129,158	N/A
VGIT Vanguard Intermediate Term Tre ETFs	Q3 2021 Filed on Mar 17, 2022	6,261	$67.44 - $68.68 $422K - $430K
Invesco Exch Trd Slf Idx Fd	Q4 2021 Filed on Mar 17, 2022	124,841	N/A
VTI Vanguard Total Stock Market Et ETFs	Q2 2021 Filed on Mar 17, 2022	1,961	$209.28 - $222.82 $410K - $437K
XEL Xcel Energy Inc Utilities	Q1 2021 Filed on Mar 17, 2022	4,433	$58.03 - $67.0 $257K - $297K

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