Rice Partnership, LLC ETFs

Rice Partnership, LLC

$667 Million
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
EFV Msci Eafe Value ETF	$0	$84,000 0.01% of portfolio	1,246	Q3 2025 Added 33.4%
ESGD Ishares Trust Ishares Esg Awar	$0	$79,000 0.01% of portfolio	859	Q3 2025 Reduced 0.35%
IVE Ishares S&P 500 Value ETF	$0	$78,000 0.01% of portfolio	382	Q3 2025 Added 30.82%
IEFA Ishares Tr	$0	$78,000 0.01% of portfolio	900	Q3 2025 Added 5.02%
MUB Ishares National Muni Bond ETF	$0	$76,000 0.01% of portfolio	717	Q3 2025 Added 25.57%
VV Vanguard Large Cap ETF	$0	$68,000 0.01% of portfolio	223	Q2 2024 New
IJR Ishares Core S&P Sm Cap ETF	$0	$61,000 0.01% of portfolio	518	Q3 2025 New
VNQ Vanguard Specialized Funds Van	$0	$53,000 0.01% of portfolio	580	Q3 2025 Added 5.26%
IEF Ishares Barclays	$0	$52,000 0.01% of portfolio	543	Q3 2025 New

IJS Ishares S&P Smallcap 600 Value	$0	$51,000 0.01% of portfolio	470	Q3 2025 Added 370.0%
IXN Ishares Global Information Tec	$0	$50,000 0.01% of portfolio	494	Q3 2024 New
TLH Ishares Barclays 10 20 Yr Trea	$0	$46,000 0.01% of portfolio	448	Q3 2025 New
VTV Vanguard Value ETF	$0	$46,000 0.01% of portfolio	249	Q2 2025 Reduced 0.8%
VGT Vanguard Information Technolog	$0	$44,000 0.01% of portfolio	60	Q2 2025 New
JMST Jp Morgan Ultra Short Mun Inco	$0	$43,000 0.01% of portfolio	844	Q3 2025 New
STIP Ishares Barclays 0 5 Year Tips	$0	$41,000 0.01% of portfolio	402	Q3 2025 New
IDU Ishares Tr U S Utils ETF	$0	$39,000 0.01% of portfolio	358	Q3 2025 New
EFG Msci Eafe Growth ETF	$0	$36,000 0.01% of portfolio	320	Q3 2025 Added 28.0%

XLP Consumer Staples Sector Spdr	$0	$34,000 0.01% of portfolio	458	Q1 2025 Added 15.37%
ESGU Ishares Trust Ishares Esg Awar	$0	$29,000 0.0% of portfolio	204	Q3 2025 Reduced 4.23%
EWC Ishares Msci Canada ETF	$0	$28,000 0.0% of portfolio	571	Q3 2025 Reduced 48.37%
XSD Spdr Tr Ser Spdr S&P Semicondu	$0	$28,000 0.0% of portfolio	90	Q1 2024 New
IYW Ishares Dj Us Tech ETF	$0	$27,000 0.0% of portfolio	138	Q3 2025 Added 28.97%
XLC Select Sector Spdr Tr Communic	$0	$27,000 0.0% of portfolio	233	Q3 2025 Reduced 59.97%
MTUM Ishares Msci Usa Momentum Fact	$0	$26,000 0.0% of portfolio	105	Q3 2025 Added 29.63%
SPTL Spdr Portfolio Long Term Treas	$0	$26,000 0.0% of portfolio	976	Q3 2025 New
DVY Ishares Tr	$0	$24,000 0.0% of portfolio	175	Q3 2025 Reduced 12.5%
USMV Ishares Msci Usa Min Vol Facto	$0	$23,000 0.0% of portfolio	243	Q2 2025 New
QUAL Ishares Msci Usa Quality Facto	$0	$22,000 0.0% of portfolio	117	Q3 2025 New
IGM Ishares Expanded Tech Sector E	$0	$16,000 0.0% of portfolio	128	Q3 2025 New
FNDX Schwab Fundamental U S Large C	$0	$16,000 0.0% of portfolio	618	Q1 2025 Reduced 81.19%
JPST Jp Morgan ETF Tr Ultra Short I	$0	$14,000 0.0% of portfolio	292	Q3 2025 New
XLRE Select Sector Spdr Tr Real Est	$0	$11,000 0.0% of portfolio	278	Q1 2023 Reduced 26.46%
XLV Select Sector Spdr Fund Health	$0	$11,000 0.0% of portfolio	81	Q3 2025 Reduced 79.55%
IAGG Ishares Tr Core Intl Aggregate	$0	$11,000 0.0% of portfolio	229	Q3 2025 New
JEPI J P Morgan Exchange Traded Fd	$0	$11,000 0.0% of portfolio	200	Q3 2025 New
IWS Ishares Russell Midcap Value E	$0	$10,000 0.0% of portfolio	72	Q3 2025 New
IWP Ishares Russell Mid Cap Growth	$0	$10,000 0.0% of portfolio	71	Q3 2025 Added 222.73%
BBJP Jp Morgan ETF Trust Betabuilde	$0	$9,000 0.0% of portfolio	150	Q3 2025 New
OEF Ishares S&P 100 ETF	$0	$7,000 0.0% of portfolio	28	Q3 2025 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$7,000 0.0% of portfolio	12	Q1 2024 New
VDE Vanguard Energy ETF	$0	$6,000 0.0% of portfolio	52	Q1 2025 Added 1.96%
IUSG Ishares Core S&P U.S Growth Et	$0	$5,000 0.0% of portfolio	31	Q3 2025 New
EFAV Ishares Msci Eafe Min Vol Fact	$0	$3,000 0.0% of portfolio	37	Q3 2025 New
IUSV Ishares Core S&P U.S. Value Et	$0	$3,000 0.0% of portfolio	35	Q3 2025 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$2,000 0.0% of portfolio	36	Q3 2025 New
SCHR Schwab Intermediate Term Us Tr	$0	$2,000 0.0% of portfolio	80	Q3 2025 New
VB Vanguard Small Cap ETF	$0	$1,000 0.0% of portfolio	5	Q2 2025 Reduced 58.33%
INDY Ishares India 50 ETF	$0	$1,000 0.0% of portfolio	27	Q2 2025 Added 50.0%
VSGX Vanguard World Fd Esg Intl Stk	$0	$1,000 0.0% of portfolio	20	Q2 2025 Added 5.26%

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