Sandbox Financial Partners, LLC Purchases in Q4 2024

Sandbox Financial Partners, LLC

Stock	Shares change	Price Range	Shares Held
IBM International Business Machines Corp Technology	23 + 0.26%	$204.9 - $238.04 $4.71K - $5.47K	8.89K $1.95M
MPB Mid Penn Bancorp Inc Financial Services	46 + 0.63%	$28.76 - $33.02 $1.32K - $1.52K	7.37K $212K
PG Procter & Gamble CO Consumer Defensive	62 + 2.12%	$161.05 - $179.7 $9.99K - $11.1K	2.99K $501K
USMV Ishares Msci Usa Min Vol Facto ETFs	5 + 0.16%	$88.59 - $94.57 $443 - $473	3.22K $286K
EAGG Ishares Esg Aware U.S. Aggrega ETFs	210 + 2.53%	$46.33 - $48.6 $9.73K - $10.2K	8.51K $395K
CVX Chevron Corp Energy	25 + 0.44%	$141.15 - $162.53 $3.53K - $4.06K	5.74K $831K
NUBD Nuveen Esg U.S. Aggregate Bond ETFs	185 + 0.98%	$21.66 - $22.69 $4.01K - $4.2K	19.1K $416K
HD Home Depot, Inc. Consumer Cyclical	1 + 0.07%	$385.02 - $431.37 $385 - $431	1.41K $546K
PEP Pepsico Inc Consumer Defensive	50 + 2.83%	$151.29 - $176.1 $7.56K - $8.81K	1.82K $276K
UNH Unitedhealth Group Inc Healthcare	17 + 3.28%	$485.52 - $625.25 $8.25K - $10.6K	535 $270K
O Realty Income Corp Real Estate	76 + 1.96%	$51.76 - $64.71 $3.93K - $4.92K	3.95K $211K
ABBV Abb Vie Inc. Healthcare	111 + 3.56%	$164.99 - $203.87 $18.3K - $22.6K	3.23K $573K
KBWY Invesco ETF Tr Ii Kbw Premium ETFs	75 + 0.54%	$17.71 - $21.16 $1.33K - $1.59K	13.9K $248K
LMT Lockheed Martin Corp Industrials	4 + 0.52%	$479.66 - $614.62 $1.92K - $2.46K	780 $379K
MSFT Microsoft Corp Technology	462 + 1.13%	$406.35 - $454.46 $188K - $210K	41.2K $17.4M

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