LFS

Legacy Financial Strategies’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-5,078	Closed	-$374K	–	78
2018 Q2	$374K	Buy	5,078 +433	+9%	+$31.9K	0.33%	67
2018 Q1	$321K	Sell	4,645 -597	-11%	-$41.3K	0.31%	72
2017 Q4	$366K	Buy	+5,242	New	+$366K	0.39%	56