Union Savings Bank ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XLB Select Sector Spdr Fd Material	$0	$96.4 Million 0.05% of portfolio	1,000	Q2 2024 Reduced 10.87%
XLV Select Sector Spdr Fund Health	$0	$92.4 Million 0.05% of portfolio	600	Q2 2023 New
VOX Vanguard Communication Service	$0	$90.1 Million 0.04% of portfolio	620	Q3 2024 Reduced 26.45%
BNDX Vanguard Total International B	$0	$88.4 Million 0.04% of portfolio	1,759	Q2 2024 New
VGSH Vanguard	$0	$87.3 Million 0.04% of portfolio	1,479	Q1 2024 Added 136.64%
CWB Spdr Bloomberg Convertible Sec	$0	$85.3 Million 0.04% of portfolio	1,114	Q2 2023 New
XLY Select Sector Spdr Consumer Di	$0	$84 Million 0.04% of portfolio	419	Q2 2023 New
IWO Ishares Russell 2000 Gwt ETF	$0	$82.1 Million 0.04% of portfolio	289	Q3 2024 Reduced 4.62%
USMV Ishares Msci Usa Min Vol Facto	$0	$67.6 Million 0.03% of portfolio	740	Q2 2023 New
VOOG Vanguard S&P 500 Growth ETF	$0	$65.6 Million 0.03% of portfolio	190	Q1 2024 Reduced 33.33%
VV Vanguard Large Cap ETF	$0	$64.8 Million 0.03% of portfolio	246	Q3 2024 Added 14.42%
VGIT Vanguard Intermediate Term Tre	$0	$64.6 Million 0.03% of portfolio	1,070	Q1 2024 Reduced 2.37%
LQD Ishares Iboxx $ Investment Gra	$0	$64.3 Million 0.03% of portfolio	569	Q3 2024 Reduced 1.9%
IJJ Ishares S&P Midcap 400 Value E	$0	$60.6 Million 0.03% of portfolio	490	Q2 2023 New
XLI Industrial Sector Spdr	$0	$56.7 Million 0.03% of portfolio	419	Q3 2024 Reduced 21.54%
IEMG Ishares Inc	$0	$52.7 Million 0.03% of portfolio	918	Q3 2024 Added 98.7%
VO Vanguard Mid Cap ETF	$0	$51.7 Million 0.03% of portfolio	196	Q2 2023 New
SPIB Spdr Portfolio Intermediate Te	$0	$50.3 Million 0.02% of portfolio	1,492	Q1 2024 Reduced 5.81%
RTH Vaneck ETF Tr Vaneck Retail Et	$0	$43.6 Million 0.02% of portfolio	200	Q2 2023 New
PIO Invesco Exchange Traded Fd Tr	$0	$42.2 Million 0.02% of portfolio	979	Q2 2023 New
VB Vanguard Small Cap ETF	$0	$37.5 Million 0.02% of portfolio	158	Q2 2023 New
IEFA Ishares Tr	$0	$28 Million 0.01% of portfolio	359	Q3 2024 New
IHI Ishares Tr Dow Jones Us Medica	$0	$26.6 Million 0.01% of portfolio	450	Q2 2023 New
IGIB Ishares Trust Ishares 5 10 Yea	$0	$24.2 Million 0.01% of portfolio	450	Q4 2023 Reduced 91.58%
VXUS Vanguard Star Fd Vanguard Tota	$0	$15.9 Million 0.01% of portfolio	245	Q2 2024 New
VBR Vanguard Small Cap Value ETF	$0	$15.1 Million 0.01% of portfolio	75	Q2 2023 New
EFV Msci Eafe Value ETF	$0	$7.13 Million 0.0% of portfolio	124	Q3 2024 New
XLC Select Sector Spdr Tr Communic	$0	$3.8 Million 0.0% of portfolio	42	Q2 2024 New
IXP Ishares Global Comm Services E	$0	$3.76 Million 0.0% of portfolio	40	Q2 2024 New
TDTT Flexshares Tr Iboxx 3 Yr Targe	$0	$1.95 Million 0.0% of portfolio	81	Q3 2024 Reduced 66.8%

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