Legacy Financial Strategies, LLC Closed Holding Positions

Legacy Financial Strategies, LLC

$448 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
RYF Invesco S&P 500 Equal Weight F ETFs	Q3 2018 Filed on Nov 14, 2018	7,735	$42.32 - $45.11 $327K - $349K
Invesco Exch Trd Slf Idx Fd	Q3 2018 Filed on Nov 14, 2018	9,688	N/A
MDYG Spdr S&P 400 Mid Cap Growth Et ETFs	Q3 2018 Filed on Nov 14, 2018	9,723	N/A
BSV Vanguard Bd Index Fd Inc Short ETFs	Q3 2018 Filed on Nov 14, 2018	2,949	N/A
VV Vanguard Large Cap ETF ETFs	Q3 2018 Filed on Nov 14, 2018	1,917	N/A
TIP Ishares Tr Tips Bd ETF ETFs	Q3 2018 Filed on Nov 14, 2018	4,076	$110.43 - $113.01 $450K - $461K
GAL Ssga Active ETF Tr ETFs	Q3 2018 Filed on Nov 14, 2018	15,549	N/A
VDE Vanguard Energy ETF ETFs	Q3 2018 Filed on Nov 14, 2018	7,722	N/A
VO Vanguard Mid Cap ETF ETFs	Q3 2018 Filed on Nov 14, 2018	3,826	N/A
VTWG Vanguard Russell 2000 Growth E ETFs	Q3 2018 Filed on Nov 14, 2018	3,670	N/A
GWW W.W. Grainger, Inc. Industrials	Q3 2018 Filed on Nov 14, 2018	1,718	$297.76 - $369.15 $512K - $634K
WFC Wells Fargo & Company Financial Services	Q3 2018 Filed on Nov 14, 2018	4,066	$52.56 - $59.19 $214K - $241K
VCR Vanguard Consumer Discretionar ETFs	Q3 2018 Filed on Nov 14, 2018	4,280	N/A
VIOO Vanguard S&P Small Cap 600 ETF ETFs	Q3 2018 Filed on Nov 14, 2018	3,751	N/A
Rydex ETF Trust	Q2 2018 Filed on Aug 14, 2018	5,443	N/A
Powershares ETF Tr Ii	Q2 2018 Filed on Aug 14, 2018	4,913	N/A
VIS Vanguard Industrial ETF ETFs	Q2 2018 Filed on Aug 14, 2018	2,693	N/A
Rydex ETF Trust	Q2 2018 Filed on Aug 14, 2018	3,512	N/A
PNR Pentair PLC Industrials	Q2 2018 Filed on Aug 14, 2018	5,583	$41.74 - $48.29 $233K - $270K
Powershares ETF Trust	Q2 2018 Filed on Aug 14, 2018	23,385	N/A
Rydex ETF Trust	Q2 2018 Filed on Aug 14, 2018	8,126	N/A
VHT Vanguard Health Care ETF ETFs	Q2 2018 Filed on Aug 14, 2018	2,985	N/A
Rydex ETF Trust	Q2 2018 Filed on Aug 14, 2018	2,432	N/A
AOR Ishares Tr Core Growth Allocat ETFs	Q2 2018 Filed on Aug 14, 2018	95,980	N/A
VWO Vanguard Ftse Emerging Mkts Et ETFs	Q2 2018 Filed on Aug 14, 2018	6,054	$41.13 - $47.04 $249K - $285K
Rydex ETF Trust	Q2 2018 Filed on Aug 14, 2018	6,054	N/A
AOA Ishares Tr Core Aggressive All ETFs	Q2 2018 Filed on Aug 14, 2018	53,416	$52.7 - $54.7 $2.82M - $2.92M
AOK Ishares Tr Core Conservative A ETFs	Q2 2018 Filed on Aug 14, 2018	6,492	$33.85 - $34.34 $220K - $223K
Rydex ETF Trust	Q2 2018 Filed on Aug 14, 2018	2,213	N/A
MO Altria Group, Inc. Consumer Defensive	Q1 2018 Filed on May 14, 2018	3,160	$59.27 - $71.56 $187K - $226K
VDC Vanguard Consumer Staples ETF ETFs	Q1 2018 Filed on May 14, 2018	2,742	N/A
SRLN Ssga Active Trust ETFs	Q1 2018 Filed on May 14, 2018	58,053	N/A
WBA Walgreens Boots Alliance, Inc. Healthcare	Q1 2018 Filed on May 14, 2018	3,644	$65.43 - $80.27 $238K - $293K
IBB Ishares Biotechnology ETF ETFs	Q1 2018 Filed on May 14, 2018	3,426	N/A
SLYV Spdr S&P 600 Small Cap Value E ETFs	Q1 2018 Filed on May 14, 2018	2,461	N/A
CWB Spdr Bloomberg Convertible Sec ETFs	Q1 2018 Filed on May 14, 2018	4,000	N/A
VZ Verizon Communications Inc Communication Services	Q1 2018 Filed on May 14, 2018	4,342	$46.29 - $54.72 $201K - $238K
LMT Lockheed Martin Corp Industrials	Q1 2018 Filed on May 14, 2018	630	$318.54 - $361.0 $201K - $227K
Federal Realty Invt Tr	Q1 2018 Filed on May 14, 2018	1,903	N/A
KO Coca Cola CO Consumer Defensive	Q1 2018 Filed on May 14, 2018	7,875	$42.33 - $48.53 $333K - $382K
Rydex ETF Trust	Q1 2018 Filed on May 14, 2018	3,599	N/A
Indexiq ETF Tr	Q1 2018 Filed on May 14, 2018	151,667	N/A
VCIT Vanguard Intermediate Term Cor ETFs	Q1 2018 Filed on May 14, 2018	4,677	N/A
EMB Ishares Tr ETFs	Q1 2018 Filed on May 14, 2018	16,014	$111.09 - $116.72 $1.78M - $1.87M
VGK Vanguard Ftse Europe ETF Ftse ETFs	Q1 2018 Filed on May 14, 2018	3,662	N/A

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