Benchmark Wealth Management, LLC Closed Holding Positions

Benchmark Wealth Management, LLC

$203 Million
Q4 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
HD Home Depot, Inc. Consumer Cyclical	Q1 2022 Filed on Apr 14, 2022	525	$299.33 - $412.84 $157K - $217K
PFF Ishares Trust Ishares Pfd And ETFs	Q3 2021 Filed on Oct 12, 2021	6,414	$38.55 - $39.48 $247K - $253K
VNLA Janus Henderson Short Duration ETFs	Q1 2021 Filed on Apr 15, 2021	13,513	$50.12 - $50.51 $677K - $683K
ICSH Blackrock Ultra Short Term Bon ETFs	Q1 2021 Filed on Apr 15, 2021	9,900	$50.49 - $50.55 $500K - $500K
PDI Pimco Dynamic Income Fund Financial Services	Q1 2021 Filed on Apr 15, 2021	16,941	$25.92 - $28.66 $439K - $486K
T At&T Inc. Communication Services	Q4 2020 Filed on Jan 12, 2021	7,943	$20.02 - $23.76 $159K - $189K
New Amer High Income Fd Inc	Q4 2020 Filed on Jan 12, 2021	11,000	N/A
IYK Ishares U.S. Consumer Staples ETFs	Q4 2020 Filed on Jan 12, 2021	1,500	$144.79 - $173.41 $217K - $260K
NOBL Proshares S&P 500 Dividend Ari ETFs	Q4 2020 Filed on Jan 12, 2021	3,095	$70.5 - $80.65 $218K - $250K
ZNOG Zion Oil & Gas Inc Energy	Q3 2020 Filed on Nov 05, 2020	10,000	$0.15 - $0.5 $1.5K - $5K
Alps ETF Tr	Q2 2020 Filed on Jul 09, 2020	14,206	N/A
IGR Cbre Global Real Estate Income Fund Financial Services	Q2 2020 Filed on Jul 09, 2020	42,091	$4.71 - $6.53 $198K - $275K
Pimco Dynamic Cr & Mtg Inc F	Q2 2020 Filed on Jul 09, 2020	10,111	N/A
UTG Reaves Utility Income Fund Financial Services	Q2 2020 Filed on Jul 09, 2020	7,005	$24.29 - $36.06 $170K - $253K
PFN Pimco Income Strategy Fund Ii Financial Services	Q2 2020 Filed on Jul 09, 2020	31,552	$7.0 - $9.2 $221K - $290K

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