Us Financial Advisors, LLC Closed Holding Positions

Us Financial Advisors, LLC

$338 Million
Q1 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
GSLC Goldman Sachs ETF Tr Activebet ETFs	Q2 2021 Filed on Aug 10, 2021	5,475	$80.03 - $86.07 $438K - $471K
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	Q2 2021 Filed on Aug 10, 2021	5,944	$35.87 - $38.34 $213K - $228K
BSV Vanguard Bd Index Fd Inc Short ETFs	Q2 2021 Filed on Aug 10, 2021	33,773	$82.08 - $82.43 $2.77M - $2.78M
BLV Vanguard Bd Index Fd Inc Long ETFs	Q2 2021 Filed on Aug 10, 2021	3,068	$97.54 - $103.68 $299K - $318K
BIV Vanguard Bd Index Fd Inc Inter ETFs	Q2 2021 Filed on Aug 10, 2021	15,846	$88.27 - $90.15 $1.4M - $1.43M
SCHE Schwab Strategic Tr Us Emergin ETFs	Q2 2021 Filed on Aug 10, 2021	86,006	$31.06 - $33.61 $2.67M - $2.89M
FVD First Tr Value Line Divid Inde ETFs	Q2 2021 Filed on Aug 10, 2021	8,745	$38.16 - $40.72 $334K - $356K
IUSG Ishares Core S&P U.S Growth Et ETFs	Q2 2021 Filed on Aug 10, 2021	6,432	$91.91 - $101.16 $591K - $651K
PEP Pepsico Inc Consumer Defensive	Q2 2021 Filed on Aug 10, 2021	3,542	$141.28 - $148.58 $500K - $526K
EFG Msci Eafe Growth ETF ETFs	Q2 2021 Filed on Aug 10, 2021	3,529	$102.07 - $109.39 $360K - $386K
EFV Msci Eafe Value ETF ETFs	Q2 2021 Filed on Aug 10, 2021	7,388	$51.35 - $54.74 $379K - $404K
MRNA Moderna, Inc. Healthcare	Q2 2021 Filed on Aug 10, 2021	3,494	$129.91 - $234.98 $454K - $821K
LQD Ishares Iboxx $ Investment Gra ETFs	Q2 2021 Filed on Aug 10, 2021	3,855	$129.85 - $134.36 $501K - $518K
M Macy'S, Inc. Consumer Cyclical	Q2 2021 Filed on Aug 10, 2021	20,000	$15.72 - $19.62 $314K - $392K
IYH Ishares Tr ETFs	Q2 2021 Filed on Aug 10, 2021	1,739	$251.53 - $273.61 $437K - $476K
TIP Ishares Tr Tips Bd ETF ETFs	Q2 2021 Filed on Aug 10, 2021	15,072	$125.2 - $128.01 $1.89M - $1.93M
IGIB Ishares Trust Ishares 5 10 Yea ETFs	Q2 2021 Filed on Aug 10, 2021	20,656	$59.11 - $60.52 $1.22M - $1.25M
IGSB Ishares Trust Ishares 1 5 Year ETFs	Q2 2021 Filed on Aug 10, 2021	48,193	$54.57 - $54.92 $2.63M - $2.65M
SCHF Schwab Strategic Tr Intl Eqty ETFs	Q2 2021 Filed on Aug 10, 2021	81,505	$38.15 - $40.84 $3.11M - $3.33M
IJH Ishares Core S&P Mid Cap ETF ETFs	Q2 2021 Filed on Aug 10, 2021	2,282	$260.21 - $276.38 $594K - $631K
TT Trane Technologies PLC Industrials	Q2 2021 Filed on Aug 10, 2021	1,800	$165.44 - $187.54 $298K - $338K
SAVE Spirit Airlines, Inc. Industrials	Q2 2021 Filed on Aug 10, 2021	12,165	$30.44 - $38.29 $370K - $466K
XBI Spdr Ser Tr Spdr S&P Biotech E ETFs	Q2 2021 Filed on Aug 10, 2021	1,636	$122.48 - $139.69 $200K - $229K
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	Q2 2021 Filed on Aug 10, 2021	32,392	$54.58 - $55.46 $1.77M - $1.8M
XLI Industrial Sector Spdr ETFs	Q2 2021 Filed on Aug 10, 2021	4,520	$98.78 - $105.53 $446K - $477K
XLF Financial Sector Spdr ETFs	Q2 2021 Filed on Aug 10, 2021	14,443	$34.47 - $38.47 $498K - $556K
XLY Select Sector Spdr Consumer Di ETFs	Q2 2021 Filed on Aug 10, 2021	1,805	$166.65 - $179.87 $301K - $325K
XLC Select Sector Spdr Tr Communic ETFs	Q2 2021 Filed on Aug 10, 2021	4,939	$74.58 - $81.56 $368K - $403K
IXUS Ishares Tr ETFs	Q2 2021 Filed on Aug 10, 2021	12,023	$71.2 - $75.53 $856K - $908K
SCHM Schwab Strategic U.S. Mid Cap ETFs	Q2 2021 Filed on Aug 10, 2021	49,155	$74.64 - $79.12 $3.67M - $3.89M
XLP Consumer Staples Sector Spdr ETFs	Q1 2021 Filed on Apr 30, 2021	2,981	N/A
XLU Utilities Sector Spdr ETFs	Q1 2021 Filed on Apr 30, 2021	3,442	$58.36 - $64.15 $201K - $221K
IYW Ishares Dj Us Tech ETF ETFs	Q1 2021 Filed on Apr 30, 2021	2,508	$82.45 - $93.1 $207K - $233K
Wpx Energy Inc	Q1 2021 Filed on Apr 30, 2021	30,000	N/A
VHT Vanguard Health Care ETF ETFs	Q1 2021 Filed on Apr 30, 2021	1,312	$218.21 - $236.79 $286K - $311K

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