Tanglewood Legacy Advisors’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

Tanglewood Legacy Advisors’s Portfolio GJAN Stock Details GJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.56M	Buy	84,835 +14,382	+20%	+$614K	1.29%	14
2025 Q4	$3.01M	Hold	70,453	–	–	1.13%	15
2025 Q3	$2.94M	Sell	70,453 -280	-0.4%	-$11.4K	1.13%	13
2025 Q2	$2.83M	Buy	70,733 +5,570	+9%	+$213K	1.16%	13
2025 Q1	$2.45M	Buy	65,163 +26,588	+69%	+$1.03M	1.08%	17
2024 Q4	$1.49M	Hold	38,575	–	–	0.64%	27
2024 Q3	$1.46M	Hold	38,575	–	–	0.65%	26
2024 Q2	$1.42M	Hold	38,575	–	–	0.67%	25
2024 Q1	$1.38M	Buy	38,575 +21,915	+132%	+$770K	0.68%	24
2023 Q4	$574K	Hold	16,660	–	–	0.31%	46
2023 Q3	$537K	Hold	16,660	–	–	0.32%	45
2023 Q2	$542K	Hold	16,660	–	–	0.31%	45
2023 Q1	$516K	Buy	+16,660	New	+$507K	0.33%	42

Other funds holding GJAN

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return