LWMM

Legacy Wealth Management (Mississippi)’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$602K	Buy	30,631 +14,208	+87%	+$279K	0.18%	58
2025 Q1	$322K	Buy	+16,423	New	+$322K	0.11%	78
2024 Q4	–	Sell	-82,000	Closed	-$1.62M	–	92
2024 Q3	$1.62M	Buy	+82,000	New	+$1.62M	0.59%	39