LFS
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Legacy Financial Strategies’s iShares Core S&P 500 ETF IVV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,065
Closed -$292K 55
2018
Q3
$292K Buy
+1,065
New +$292K 0.3% 49