LIS

Legacy Investment Solutions’s Schwab US Broad Market ETF SCHB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.03K	Buy	+43	New	+$1.03K	﹤0.01%	587
2024 Q4	$1.26K	Buy	+54	New	+$1.26K	﹤0.01%	556