LDFR

Lehman & Derafelo Financial Resources’s iShares Core S&P US Value ETF IUSV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-150	Closed	-$9K	–	141
2022 Q3	$9K	Hold	150	–	–	﹤0.01%	166
2022 Q2	$10K	Buy	+150	New	+$10K	﹤0.01%	168
2021 Q4	–	Sell	-150	Closed	-$11K	–	141
2021 Q3	$11K	Hold	150	–	–	﹤0.01%	165
2021 Q2	$11K	Hold	150	–	–	﹤0.01%	192
2021 Q1	$10K	Hold	150	–	–	﹤0.01%	196
2020 Q4	$9K	Hold	150	–	–	﹤0.01%	195
2020 Q3	$8K	Hold	150	–	–	﹤0.01%	194
2020 Q2	$8K	Hold	150	–	–	﹤0.01%	184
2020 Q1	$7K	Hold	150	–	–	﹤0.01%	165
2019 Q4	$9K	Hold	150	–	–	﹤0.01%	174
2019 Q3	$9K	Hold	150	–	–	﹤0.01%	163
2019 Q2	$9K	Hold	150	–	–	﹤0.01%	154
2019 Q1	$8K	Hold	150	–	–	﹤0.01%	158
2018 Q4	$7K	Buy	+150	New	+$7K	﹤0.01%	151