Roger Wittlin Investment Advisory, LLC Purchases and Sells in Q2 2025

Roger Wittlin Investment Advisory, LLC

19 operations

Stock	Shares change	Price Range	Shares Held
SCHB	767 + 0.12%	$19.1 - $23.83 $14.6K - $18.3K	621K $14.8M
BOND	13.3K + 30.95%	$89.87 - $92.93 $1.19M - $1.24M	56.3K $5.19M
QQQ	23 + 0.17%	$416.06 - $551.64 $9.57K - $12.7K	13.2K $7.29M
VLU	1.48K + 3.64%	$162.34 - $192.15 $240K - $285K	42.1K $8.1M
IAU	4.95K + 118.53%	$56.1 - $64.74 $278K - $321K	9.13K $569K
BND	3.64K + 11.5%	$72.02 - $73.82 $262K - $268K	35.2K $2.59M

4 operations

Stock	Shares change	Price Range	Shares Held
SPMO	13.2K New	$82.32 - $112.47 $1.08M - $1.48M	13.2K $1.48M
IUSB	8.81K New	$45.12 - $46.23 $398K - $407K	8.81K $407K
SHY	3.64K New	$82.21 - $83.12 $300K - $303K	3.64K $301K
VEA	3.61K New	$45.65 - $57.01 $165K - $206K	3.61K $205K

19 operations

Stock	Shares change	Price Range	Shares Held
LONZ	-39.6K - 13.6%	$48.48 - $50.99 $1.92M - $2.02M	252K $12.8M
ITOT	-19K - 14.48%	$108.12 - $135.04 $2.06M - $2.57M	112K $15.2M
RSP	-4.03K - 15.5%	$152.93 - $181.74 $616K - $732K	22K $3.99M
PLD	-3.93K - 65.41%	$89.76 - $112.34 $353K - $442K	2.08K $218K
FLRN	-5.28K - 28.82%	$30.29 - $30.83 $160K - $163K	13K $402K
VXUS	-7.37K - 14.11%	$55.54 - $69.09 $409K - $509K	44.8K $3.1M

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