Welch & Forbes LLC ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$541,000 0.01% of portfolio	10,600	Q1 2025 Reduced 5.57%
IVE Ishares S&P 500 Value ETF	$0	$495,000 0.01% of portfolio	2,600	Q1 2025 Reduced 11.47%
VUG Vanguard Growth ETF	$0	$438,000 0.01% of portfolio	1,183	Q1 2025 Reduced 7.58%
QTEC First Trust Nasdaq 100 Technol	$0	$432,000 0.01% of portfolio	2,493	Q1 2019 New
MOAT Vaneck Morningstar Wide Moat E	$0	$399,000 0.01% of portfolio	4,656	Q2 2024 Reduced 2.61%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$382,000 0.01% of portfolio	911	Q1 2024 Reduced 12.4%
VGT Vanguard Information Technolog	$0	$372,000 0.0% of portfolio	686	Q3 2024 New
VIG Vanguard Dividend Appreciation	$0	$331,000 0.0% of portfolio	1,818	Q1 2025 Reduced 5.21%
VGSH Vanguard	$0	$329,000 0.0% of portfolio	5,612	Q1 2025 New
IEF Ishares Barclays	$0	$301,000 0.0% of portfolio	3,162	Q3 2024 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$297,000 0.0% of portfolio	7,298	Q4 2024 Added 2.47%
VDE Vanguard Energy ETF	$0	$282,000 0.0% of portfolio	2,178	Q3 2024 Reduced 18.67%
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$281,000 0.0% of portfolio	4,275	Q1 2025 Reduced 4.47%
IBB Ishares Biotechnology ETF	$0	$269,000 0.0% of portfolio	2,107	Q2 2024 Reduced 3.44%
SOXX Ishares Semiconductor ETF	$0	$266,000 0.0% of portfolio	1,414	Q4 2024 Added 1.14%
TAN Invesco ETF Tr Ii Solar ETF	$0	$261,000 0.0% of portfolio	8,600	Q4 2024 Reduced 6.52%
RSP Invesco S&P 500 Equal Weight E	$0	$260,000 0.0% of portfolio	1,504	Q1 2025 Added 13.17%
PDP Invesco Exchange Traded Fd Tr	$0	$241,000 0.0% of portfolio	2,419	Q4 2023 Reduced 17.21%
SMH Vaneck ETF Tr Semiconductor Et	$0	$236,000 0.0% of portfolio	1,118	Q1 2024 New
VV Vanguard Large Cap ETF	$0	$227,000 0.0% of portfolio	884	Q4 2024 New
ESGU Ishares Trust Ishares Esg Awar	$0	$208,000 0.0% of portfolio	1,707	Q1 2025 Reduced 8.28%
NOBL Proshares S&P 500 Dividend Ari	$0	$201,000 0.0% of portfolio	1,975	Q1 2025 New
ESGD Ishares Trust Ishares Esg Awar	$0	$200,000 0.0% of portfolio	2,453	Q1 2025 New

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