LAM

Lifestyle Asset Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$10.2M	Buy	56,389 +1,280	+2%	+$233K	4.78%	4
2025 Q1	$9.55M	Buy	+55,109	New	+$9.55M	5.25%	3
2023 Q2	–	Sell	-13,094	Closed	-$1.89M	–	97
2023 Q1	$1.89M	Buy	+13,094	New	+$1.89M	1.27%	12