0001398344-22-015761.txt : 20220816 0001398344-22-015761.hdr.sgml : 20220816 20220816113026 ACCESSION NUMBER: 0001398344-22-015761 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220816 DATE AS OF CHANGE: 20220816 EFFECTIVENESS DATE: 20220816 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Goodwin Investment Advisory CENTRAL INDEX KEY: 0001803294 IRS NUMBER: 311834039 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20444 FILM NUMBER: 221169017 BUSINESS ADDRESS: STREET 1: 238 RIVER PARK N. DR. CITY: WOODSTOCK STATE: GA ZIP: 30188 BUSINESS PHONE: 6787412370 MAIL ADDRESS: STREET 1: 238 RIVER PARK N. DR. CITY: WOODSTOCK STATE: GA ZIP: 30188 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001803294 XXXXXXXX 06-30-2022 06-30-2022 false Goodwin Investment Advisory

238 RIVER PARK N. DR. WOODSTOCK GA 30188

13F HOLDINGS REPORT 028-20444 N Justin Pitcock 678-741-2370 /s/ Justin Pitcock Woodstock GA 08-08-2022 0 9601 129764 INFORMATION TABLE 2 fp0078143_13fhr-table.xml 13F INFORMATION TABLE ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 3591 114 SH SOLE 0 0 114 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 3129 60 SH SOLE 0 0 60 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 1878 45 SH SOLE 0 0 45 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5537 66 SH SOLE 0 0 66 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2132 66 SH SOLE 0 0 66 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 6615 92 SH SOLE 0 0 92 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 5406 181 SH SOLE 0 0 181 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 2636 42 SH SOLE 0 0 42 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 2390 80 SH SOLE 0 0 80 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 1607 51 SH SOLE 0 0 51 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 835 20 SH SOLE 0 0 20 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 625 27 SH SOLE 0 0 27 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2433 29 SH SOLE 0 0 29 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 2463 56 SH SOLE 0 0 56 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 1460 28 SH SOLE 0 0 28 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 2876 40 SH SOLE 0 0 40 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 969 30 SH SOLE 0 0 30 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 1192 19 SH SOLE 0 0 19 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 12601 390 SH SOLE 0 0 390 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 61745 178 SH SOLE 0 0 178 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 15060 347 SH SOLE 0 0 347 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 8226 180 SH SOLE 0 0 180 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 58898 702 SH SOLE 0 0 702 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 7302 104 SH SOLE 0 0 104 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6709 133 SH SOLE 0 0 133 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6591 19 SH SOLE 0 0 19 APPLE INC COM 037833100 16953 124 SH SOLE 0 0 124 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 832 9 SH SOLE 0 0 9 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1199 15 SH SOLE 0 0 15 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6460 77 SH SOLE 0 0 77 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 702 10 SH SOLE 0 0 10 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 656 13 SH SOLE 0 0 13 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 5654 175 SH SOLE 0 0 175 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 876 21 SH SOLE 0 0 21 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1002 31 SH SOLE 0 0 31 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 1255 20 SH SOLE 0 0 20 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 2509 84 SH SOLE 0 0 84 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 1670 53 SH SOLE 0 0 53 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 671 29 SH SOLE 0 0 29 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 3020 42 SH SOLE 0 0 42 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 2551 58 SH SOLE 0 0 58 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 1512 29 SH SOLE 0 0 29 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2517 30 SH SOLE 0 0 30 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4890 107 SH SOLE 0 0 107 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 12798 159 SH SOLE 0 0 159 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 8897 205 SH SOLE 0 0 205 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3884 77 SH SOLE 0 0 77 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 3754 92 SH SOLE 0 0 92 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 3789 41 SH SOLE 0 0 41 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 35729 103 SH SOLE 0 0 103 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4072 58 SH SOLE 0 0 58 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4979 55 SH SOLE 0 0 55 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 7884 244 SH SOLE 0 0 244 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 34902 416 SH SOLE 0 0 416 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 15263 44 SH SOLE 0 0 44 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2651 58 SH SOLE 0 0 58 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1261 25 SH SOLE 0 0 25 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2716 30 SH SOLE 0 0 30 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 15773 188 SH SOLE 0 0 188 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2876 89 SH SOLE 0 0 89 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5599 129 SH SOLE 0 0 129 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1334 19 SH SOLE 0 0 19 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 1734 5 SH SOLE 0 0 5 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 328 8 SH SOLE 0 0 8 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 202 4 SH SOLE 0 0 4 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 240 3 SH SOLE 0 0 3 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1571 17 SH SOLE 0 0 17 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1009 20 SH SOLE 0 0 20 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 843 12 SH SOLE 0 0 12 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1279 16 SH SOLE 0 0 16 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1810 20 SH SOLE 0 0 20 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 9565 114 SH SOLE 0 0 114 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 8672 25 SH SOLE 0 0 25 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 17832 197 SH SOLE 0 0 197 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 114470 330 SH SOLE 0 0 330 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 110580 1318 SH SOLE 0 0 1318 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3446 30 SH SOLE 0 0 30 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 11444 163 SH SOLE 0 0 163 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 22226 278 SH SOLE 0 0 278 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 10945 217 SH SOLE 0 0 217 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 50991 147 SH SOLE 0 0 147 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 8885 275 SH SOLE 0 0 275 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4844 69 SH SOLE 0 0 69 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4338 86 SH SOLE 0 0 86 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 8961 99 SH SOLE 0 0 99 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 8272 181 SH SOLE 0 0 181 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 50843 606 SH SOLE 0 0 606 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2183 19 SH SOLE 0 0 19 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 17577 405 SH SOLE 0 0 405 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5750 114 SH SOLE 0 0 114 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 11858 131 SH SOLE 0 0 131 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 66952 798 SH SOLE 0 0 798 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 10831 237 SH SOLE 0 0 237 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 6389 91 SH SOLE 0 0 91 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 23176 534 SH SOLE 0 0 534 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 11664 361 SH SOLE 0 0 361 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 67295 194 SH SOLE 0 0 194 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2872 25 SH SOLE 0 0 25 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 11677 129 SH SOLE 0 0 129 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2601 31 SH SOLE 0 0 31 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 2539 85 SH SOLE 0 0 85 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 1460 28 SH SOLE 0 0 28 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 1255 20 SH SOLE 0 0 20 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 1701 54 SH SOLE 0 0 54 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 3092 43 SH SOLE 0 0 43 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1002 31 SH SOLE 0 0 31 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 876 21 SH SOLE 0 0 21 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 634 7 SH SOLE 0 0 7 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3816 11 SH SOLE 0 0 11 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 421 6 SH SOLE 0 0 6 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 646 20 SH SOLE 0 0 20 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3943 47 SH SOLE 0 0 47 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1345 31 SH SOLE 0 0 31 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 640 14 SH SOLE 0 0 14 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 353 7 SH SOLE 0 0 7 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 3678 46 SH SOLE 0 0 46 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 919 8 SH SOLE 0 0 8 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 23588 68 SH SOLE 0 0 68 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1392 34 SH SOLE 0 0 34 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 971 14 SH SOLE 0 0 14 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2177 31 SH SOLE 0 0 31 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 21395 255 SH SOLE 0 0 255 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3892 43 SH SOLE 0 0 43 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3026 60 SH SOLE 0 0 60 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 1825 32 SH SOLE 0 0 32 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 102 2 SH SOLE 0 0 2 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 554 6 SH SOLE 0 0 6 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 908 38 SH SOLE 0 0 38 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 3412 9 SH SOLE 0 0 9 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3440 38 SH SOLE 0 0 38 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3166 98 SH SOLE 0 0 98 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7719 92 SH SOLE 0 0 92 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1279 16 SH SOLE 0 0 16 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 807 16 SH SOLE 0 0 16 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7978 23 SH SOLE 0 0 23 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 843 12 SH SOLE 0 0 12 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 832 9 SH SOLE 0 0 9 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 996 11 SH SOLE 0 0 11 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 612 15 SH SOLE 0 0 15 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 605 12 SH SOLE 0 0 12 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 647 7 SH SOLE 0 0 7 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 632 9 SH SOLE 0 0 9 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1562 36 SH SOLE 0 0 36 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5897 17 SH SOLE 0 0 17 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5621 67 SH SOLE 0 0 67 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1260 39 SH SOLE 0 0 39 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 823 18 SH SOLE 0 0 18 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 2334 29 SH SOLE 0 0 29 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2976 59 SH SOLE 0 0 59 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 3050 33 SH SOLE 0 0 33 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3711 41 SH SOLE 0 0 41 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 4317 54 SH SOLE 0 0 54 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 28097 81 SH SOLE 0 0 81 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3089 44 SH SOLE 0 0 44 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 27519 328 SH SOLE 0 0 328 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1371 30 SH SOLE 0 0 30 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1906 59 SH SOLE 0 0 59 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 208 3 SH SOLE 0 0 3 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 942 23 SH SOLE 0 0 23 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1991 22 SH SOLE 0 0 22 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 843 12 SH SOLE 0 0 12 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 582 18 SH SOLE 0 0 18 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 303 6 SH SOLE 0 0 6 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 409 10 SH SOLE 0 0 10 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2428 7 SH SOLE 0 0 7 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2349 28 SH SOLE 0 0 28 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 411 9 SH SOLE 0 0 9 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 781 18 SH SOLE 0 0 18 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1267 14 SH SOLE 0 0 14 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2068 64 SH SOLE 0 0 64 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2387 55 SH SOLE 0 0 55 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 908 18 SH SOLE 0 0 18 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1280 28 SH SOLE 0 0 28 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 9145 109 SH SOLE 0 0 109 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 983 14 SH SOLE 0 0 14 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 9019 26 SH SOLE 0 0 26 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 4171 11 SH SOLE 0 0 11 VANGUARD BD INDEX FDS TOTAL BND MRKT TOTAL BND MRKT 921937835 1355 18 SH SOLE 0 0 18 VANGUARD EXTENDED MARKETS INDEX FUND EXTEND MKT ETF 922908652 656 5 SH SOLE 0 0 5 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 647 7 SH SOLE 0 0 7 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 457 10 SH SOLE 0 0 10 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3104 37 SH SOLE 0 0 37 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 679 21 SH SOLE 0 0 21 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 353 7 SH SOLE 0 0 7 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 408 10 SH SOLE 0 0 10 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 868 20 SH SOLE 0 0 20 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 70 1 SH SOLE 0 0 1 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3122 9 SH SOLE 0 0 9 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 1207 15 SH SOLE 0 0 15 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3159 45 SH SOLE 0 0 45 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2976 59 SH SOLE 0 0 59 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6640 153 SH SOLE 0 0 153 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2825 56 SH SOLE 0 0 56 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2949 42 SH SOLE 0 0 42 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3892 43 SH SOLE 0 0 43 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 25322 73 SH SOLE 0 0 73 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 24415 291 SH SOLE 0 0 291 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3519 77 SH SOLE 0 0 77 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 757 15 SH SOLE 0 0 15 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6938 20 SH SOLE 0 0 20 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1039 13 SH SOLE 0 0 13 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 772 11 SH SOLE 0 0 11 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6628 79 SH SOLE 0 0 79 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 20466 59 SH SOLE 0 0 59 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2897 32 SH SOLE 0 0 32 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2219 44 SH SOLE 0 0 44 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4991 115 SH SOLE 0 0 115 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 19549 233 SH SOLE 0 0 233 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2387 34 SH SOLE 0 0 34 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4168 129 SH SOLE 0 0 129 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2742 60 SH SOLE 0 0 60 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1267 14 SH SOLE 0 0 14 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 908 18 SH SOLE 0 0 18 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1234 27 SH SOLE 0 0 27 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 9061 108 SH SOLE 0 0 108 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 983 14 SH SOLE 0 0 14 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2344 54 SH SOLE 0 0 54 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2068 64 SH SOLE 0 0 64 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 9019 26 SH SOLE 0 0 26 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 5744 50 SH SOLE 0 0 50 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 23134 716 SH SOLE 0 0 716 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 109267 315 SH SOLE 0 0 315 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 8597 210 SH SOLE 0 0 210 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2872 25 SH SOLE 0 0 25 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 66197 789 SH SOLE 0 0 789 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 9231 183 SH SOLE 0 0 183 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 11273 141 SH SOLE 0 0 141 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 6670 95 SH SOLE 0 0 95 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 73192 211 SH SOLE 0 0 211 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 4299 105 SH SOLE 0 0 105 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 11949 132 SH SOLE 0 0 132 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 2982 43 SH SOLE 0 0 43 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 958 19 SH SOLE 0 0 19 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 983 14 SH SOLE 0 0 14 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2036 63 SH SOLE 0 0 63 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3906 90 SH SOLE 0 0 90 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 11100 32 SH SOLE 0 0 32 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 10907 130 SH SOLE 0 0 130 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1874 41 SH SOLE 0 0 41 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1901 21 SH SOLE 0 0 21 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6698 74 SH SOLE 0 0 74 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 36664 437 SH SOLE 0 0 437 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 6365 197 SH SOLE 0 0 197 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1608 14 SH SOLE 0 0 14 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 13237 305 SH SOLE 0 0 305 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3440 49 SH SOLE 0 0 49 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3127 62 SH SOLE 0 0 62 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 5850 128 SH SOLE 0 0 128 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 36769 106 SH SOLE 0 0 106 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2774 55 SH SOLE 0 0 55 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6155 68 SH SOLE 0 0 68 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 32607 94 SH SOLE 0 0 94 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3019 43 SH SOLE 0 0 43 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 5557 172 SH SOLE 0 0 172 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2872 25 SH SOLE 0 0 25 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 10873 136 SH SOLE 0 0 136 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5757 82 SH SOLE 0 0 82 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 2774 40 SH SOLE 0 0 40 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 3071 75 SH SOLE 0 0 75 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 11043 122 SH SOLE 0 0 122 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 60576 722 SH SOLE 0 0 722 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 8222 163 SH SOLE 0 0 163 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 66254 191 SH SOLE 0 0 191 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 27531 874 SH SOLE 0 0 874 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 42202 503 SH SOLE 0 0 503 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 24823 476 SH SOLE 0 0 476 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 16704 517 SH SOLE 0 0 517 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 49611 690 SH SOLE 0 0 690 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 20209 322 SH SOLE 0 0 322 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 10904 471 SH SOLE 0 0 471 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 41191 1379 SH SOLE 0 0 1379 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 41878 952 SH SOLE 0 0 952 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 14483 347 SH SOLE 0 0 347 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 702 10 SH SOLE 0 0 10 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1267 14 SH SOLE 0 0 14 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2604 60 SH SOLE 0 0 60 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1234 27 SH SOLE 0 0 27 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1260 39 SH SOLE 0 0 39 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7551 90 SH SOLE 0 0 90 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7631 22 SH SOLE 0 0 22 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 656 13 SH SOLE 0 0 13 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 632 9 SH SOLE 0 0 9 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5202 62 SH SOLE 0 0 62 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 605 12 SH SOLE 0 0 12 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 647 7 SH SOLE 0 0 7 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 800 10 SH SOLE 0 0 10 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 1762 21 SH SOLE 0 0 21 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 634 7 SH SOLE 0 0 7 ISHARES CORE GROWTH ALLOCATION ETF GRWT ALLOCAT ETF 464289867 3840 80 SH SOLE 0 0 80 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1404 20 SH SOLE 0 0 20 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1999 25 SH SOLE 0 0 25 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1629 18 SH SOLE 0 0 18 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1294 14 SH SOLE 0 0 14 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1311 26 SH SOLE 0 0 26 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 12166 145 SH SOLE 0 0 145 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 12835 37 SH SOLE 0 0 37 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 59003 738 SH SOLE 0 0 738 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 9879 86 SH SOLE 0 0 86 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 30264 600 SH SOLE 0 0 600 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 50510 558 SH SOLE 0 0 558 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 311845 899 SH SOLE 0 0 899 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 31314 446 SH SOLE 0 0 446 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 300446 3581 SH SOLE 0 0 3581 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 16997 49 SH SOLE 0 0 49 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3586 111 SH SOLE 0 0 111 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1816 36 SH SOLE 0 0 36 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2331 51 SH SOLE 0 0 51 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 16444 196 SH SOLE 0 0 196 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1966 28 SH SOLE 0 0 28 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4297 99 SH SOLE 0 0 99 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2625 29 SH SOLE 0 0 29 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 8866 170 SH SOLE 0 0 170 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 5134 123 SH SOLE 0 0 123 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 8096 129 SH SOLE 0 0 129 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 15682 525 SH SOLE 0 0 525 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 9492 410 SH SOLE 0 0 410 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 6171 191 SH SOLE 0 0 191 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 49225 1119 SH SOLE 0 0 1119 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 10301 327 SH SOLE 0 0 327 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 9584 190 SH SOLE 0 0 190 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 13112 164 SH SOLE 0 0 164 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 86501 1031 SH SOLE 0 0 1031 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 10391 148 SH SOLE 0 0 148 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 89842 259 SH SOLE 0 0 259 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 14755 163 SH SOLE 0 0 163 ISHARES U S ETF TR BLOOMBERG ROLL BLOOMBERG ROLL 46431W598 524 9 SH SOLE 0 0 9 ISHARES TR ESG MSCI EM LDRS ESG MSCI EM LDRS 46436E601 14615 308 SH SOLE 0 0 308 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 7667 152 SH SOLE 0 0 152 ISHARES TRUST S & P EURO EUROPE ETF 464287861 26267 615 SH SOLE 0 0 615 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 15035 329 SH SOLE 0 0 329 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3791 33 SH SOLE 0 0 33 ISHARES TR MSCI INTL VLU FT MSCI INTL VLU FT 46435G409 26727 1205 SH SOLE 0 0 1205 ISHARES RUSSELL 1000 INDEX FUND RUS 1000 ETF 464287622 7479 36 SH SOLE 0 0 36 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 3468 85 SH SOLE 0 0 85 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 10812 154 SH SOLE 0 0 154 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 12202 267 SH SOLE 0 0 267 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 87759 1046 SH SOLE 0 0 1046 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 9684 192 SH SOLE 0 0 192 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 18804 582 SH SOLE 0 0 582 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 13035 144 SH SOLE 0 0 144 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 91923 265 SH SOLE 0 0 265 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 22481 518 SH SOLE 0 0 518 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 353 7 SH SOLE 0 0 7 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 453 5 SH SOLE 0 0 5 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 560 7 SH SOLE 0 0 7 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3356 40 SH SOLE 0 0 40 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3469 10 SH SOLE 0 0 10 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3349 37 SH SOLE 0 0 37 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3245 71 SH SOLE 0 0 71 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 17787 212 SH SOLE 0 0 212 ISHARES TRUST FALLEN ANGELS USD BD ETF FALN ANGLS USD 46435G474 6524 265 SH SOLE 0 0 265 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 2415 59 SH SOLE 0 0 59 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 17535 209 SH SOLE 0 0 209 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 3052 44 SH SOLE 0 0 44 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 18732 54 SH SOLE 0 0 54 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 5858 51 SH SOLE 0 0 51 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4524 99 SH SOLE 0 0 99 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6510 150 SH SOLE 0 0 150 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2371 47 SH SOLE 0 0 47 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2528 36 SH SOLE 0 0 36 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 24834 296 SH SOLE 0 0 296 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 4477 56 SH SOLE 0 0 56 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4798 53 SH SOLE 0 0 53 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 24975 72 SH SOLE 0 0 72 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 15587 222 SH SOLE 0 0 222 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 161424 1924 SH SOLE 0 0 1924 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 14073 279 SH SOLE 0 0 279 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 28061 310 SH SOLE 0 0 310 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 6662 58 SH SOLE 0 0 58 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 55422 1277 SH SOLE 0 0 1277 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 163034 470 SH SOLE 0 0 470 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 26415 578 SH SOLE 0 0 578 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 27043 837 SH SOLE 0 0 837 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3469 10 SH SOLE 0 0 10 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 868 20 SH SOLE 0 0 20 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3524 42 SH SOLE 0 0 42 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 543 6 SH SOLE 0 0 6 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 743 23 SH SOLE 0 0 23 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 404 8 SH SOLE 0 0 8 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 457 10 SH SOLE 0 0 10 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 421 6 SH SOLE 0 0 6 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 11234 160 SH SOLE 0 0 160 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 121408 350 SH SOLE 0 0 350 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 958 19 SH SOLE 0 0 19 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 8325 24 SH SOLE 0 0 24 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7719 92 SH SOLE 0 0 92 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2561 59 SH SOLE 0 0 59 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 13482 295 SH SOLE 0 0 295 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 8566 122 SH SOLE 0 0 122 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 93658 270 SH SOLE 0 0 270 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 59233 706 SH SOLE 0 0 706 ISHARES TR 10-20 YR TRS ETF 10-20 YR TRS ETF 464288653 13577 113 SH SOLE 0 0 113 ISHARES U S ETF TR BLOOMBERG ROLL BLOOMBERG ROLL 46431W598 3320 57 SH SOLE 0 0 57 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 14324 155 SH SOLE 0 0 155 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 15971 368 SH SOLE 0 0 368 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 8676 172 SH SOLE 0 0 172 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 942 23 SH SOLE 0 0 23 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 24597 235 SH SOLE 0 0 235 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 12582 139 SH SOLE 0 0 139 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 20258 627 SH SOLE 0 0 627 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 21491 267 SH SOLE 0 0 267 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1034 9 SH SOLE 0 0 9 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3683 114 SH SOLE 0 0 114 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 21814 260 SH SOLE 0 0 260 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1816 36 SH SOLE 0 0 36 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4254 47 SH SOLE 0 0 47 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1896 27 SH SOLE 0 0 27 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 7855 181 SH SOLE 0 0 181 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 21160 61 SH SOLE 0 0 61 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3473 76 SH SOLE 0 0 76 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 10320 123 SH SOLE 0 0 123 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 12511 174 SH SOLE 0 0 174 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 3548 85 SH SOLE 0 0 85 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 6773 215 SH SOLE 0 0 215 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4039 125 SH SOLE 0 0 125 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 5945 114 SH SOLE 0 0 114 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 5880 182 SH SOLE 0 0 182 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 7074 163 SH SOLE 0 0 163 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 26932 321 SH SOLE 0 0 321 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4345 48 SH SOLE 0 0 48 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 27404 79 SH SOLE 0 0 79 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3747 82 SH SOLE 0 0 82 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 10653 209 SH SOLE 0 0 209 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 34561 374 SH SOLE 0 0 374 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 181992 480 SH SOLE 0 0 480 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 32791 1372 SH SOLE 0 0 1372 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 33545 363 SH SOLE 0 0 363 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 111893 1962 SH SOLE 0 0 1962 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 18043 354 SH SOLE 0 0 354 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 206258 544 SH SOLE 0 0 544 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 56524 2365 SH SOLE 0 0 2365 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1034 9 SH SOLE 0 0 9 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 33994 98 SH SOLE 0 0 98 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5522 61 SH SOLE 0 0 61 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 33224 396 SH SOLE 0 0 396 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3581 51 SH SOLE 0 0 51 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3329 66 SH SOLE 0 0 66 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 6396 80 SH SOLE 0 0 80 SUN LIFE FINANCIAL INC COM NPV ISIN #CA8667961053 SEDOL #2566124 COM 866796105 4993 109 SH SOLE 0 0 109 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 13196 570 SH SOLE 0 0 570 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 11234 179 SH SOLE 0 0 179 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 68800 1564 SH SOLE 0 0 1564 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 22989 274 SH SOLE 0 0 274 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 28401 395 SH SOLE 0 0 395 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 14490 460 SH SOLE 0 0 460 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 7388 177 SH SOLE 0 0 177 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 8885 275 SH SOLE 0 0 275 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 22014 737 SH SOLE 0 0 737 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 12360 237 SH SOLE 0 0 237 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 12307 244 SH SOLE 0 0 244 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 18013 199 SH SOLE 0 0 199 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 13340 190 SH SOLE 0 0 190 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 96066 1145 SH SOLE 0 0 1145 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 16955 371 SH SOLE 0 0 371 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 29686 684 SH SOLE 0 0 684 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 5965 86 SH SOLE 0 0 86 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6901 159 SH SOLE 0 0 159 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3802 42 SH SOLE 0 0 42 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1665 33 SH SOLE 0 0 33 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3328 103 SH SOLE 0 0 103 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3153 69 SH SOLE 0 0 69 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 19078 55 SH SOLE 0 0 55 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 919 8 SH SOLE 0 0 8 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 19465 232 SH SOLE 0 0 232 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1755 25 SH SOLE 0 0 25 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 7696 67 SH SOLE 0 0 67 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 224778 648 SH SOLE 0 0 648 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 40375 505 SH SOLE 0 0 505 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 23661 337 SH SOLE 0 0 337 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 21538 427 SH SOLE 0 0 427 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 213526 2545 SH SOLE 0 0 2545 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 37656 416 SH SOLE 0 0 416 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 958 19 SH SOLE 0 0 19 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2082 23 SH SOLE 0 0 23 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1053 15 SH SOLE 0 0 15 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 10655 127 SH SOLE 0 0 127 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1599 20 SH SOLE 0 0 20 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 10060 29 SH SOLE 0 0 29 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5902 136 SH SOLE 0 0 136 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4159 91 SH SOLE 0 0 91 ISHARES TRUST FALLEN ANGELS USD BD ETF FALN ANGLS USD 46435G474 5909 240 SH SOLE 0 0 240 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2908 90 SH SOLE 0 0 90 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 11631 268 SH SOLE 0 0 268 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1493 13 SH SOLE 0 0 13 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 5301 116 SH SOLE 0 0 116 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 33057 394 SH SOLE 0 0 394 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 21353 492 SH SOLE 0 0 492 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5296 105 SH SOLE 0 0 105 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 61745 178 SH SOLE 0 0 178 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 10727 332 SH SOLE 0 0 332 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 9963 218 SH SOLE 0 0 218 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 10862 120 SH SOLE 0 0 120 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5827 83 SH SOLE 0 0 83 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2642 23 SH SOLE 0 0 23 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 61583 734 SH SOLE 0 0 734 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1896 27 SH SOLE 0 0 27 ISHARES TR ESG MSCI EM LDRS ESG MSCI EM LDRS 46436E601 1945 41 SH SOLE 0 0 41 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1493 13 SH SOLE 0 0 13 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 11284 260 SH SOLE 0 0 260 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 43 1 SH SOLE 0 0 1 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5703 63 SH SOLE 0 0 63 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 2815 69 SH SOLE 0 0 69 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 5756 72 SH SOLE 0 0 72 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3877 120 SH SOLE 0 0 120 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 14 0 SH SOLE 0 0 0 ISHARES RUSSELL 1000 INDEX FUND RUS 1000 ETF 464287622 1039 5 SH SOLE 0 0 5 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2926 58 SH SOLE 0 0 58 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 4158 45 SH SOLE 0 0 45 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 10142 126 SH SOLE 0 0 126 GOLDMAN SACHS ETF TR MARKETBETA INTL MARKETBETA INTL 381430180 1794 40 SH SOLE 0 0 40 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2808 40 SH SOLE 0 0 40 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 24628 71 SH SOLE 0 0 71 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 23912 285 SH SOLE 0 0 285 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2572 51 SH SOLE 0 0 51 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3349 37 SH SOLE 0 0 37 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 3678 46 SH SOLE 0 0 46 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 724 8 SH SOLE 0 0 8 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5203 15 SH SOLE 0 0 15 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1715 34 SH SOLE 0 0 34 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3586 111 SH SOLE 0 0 111 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4123 95 SH SOLE 0 0 95 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 16303 47 SH SOLE 0 0 47 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 15438 184 SH SOLE 0 0 184 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2194 48 SH SOLE 0 0 48 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2444 27 SH SOLE 0 0 27 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1896 27 SH SOLE 0 0 27 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 353 7 SH SOLE 0 0 7 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 614 19 SH SOLE 0 0 19 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3776 45 SH SOLE 0 0 45 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1302 30 SH SOLE 0 0 30 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 326 8 SH SOLE 0 0 8 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3816 11 SH SOLE 0 0 11 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 594 13 SH SOLE 0 0 13 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 1127 14 SH SOLE 0 0 14 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 462 5 SH SOLE 0 0 5 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 634 7 SH SOLE 0 0 7 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 919 8 SH SOLE 0 0 8 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1392 34 SH SOLE 0 0 34 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 21395 255 SH SOLE 0 0 255 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3892 43 SH SOLE 0 0 43 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2177 31 SH SOLE 0 0 31 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3026 60 SH SOLE 0 0 60 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 3678 46 SH SOLE 0 0 46 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 971 14 SH SOLE 0 0 14 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 23588 68 SH SOLE 0 0 68 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 16193 193 SH SOLE 0 0 193 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 20060 279 SH SOLE 0 0 279 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1131 35 SH SOLE 0 0 35 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 1669 32 SH SOLE 0 0 32 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 1002 24 SH SOLE 0 0 24 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 1381 22 SH SOLE 0 0 22 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2937 35 SH SOLE 0 0 35 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 3523 49 SH SOLE 0 0 49 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 2868 96 SH SOLE 0 0 96 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 1922 61 SH SOLE 0 0 61 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2317 33 SH SOLE 0 0 33 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2068 41 SH SOLE 0 0 41 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 971 14 SH SOLE 0 0 14 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1597 39 SH SOLE 0 0 39 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 16948 202 SH SOLE 0 0 202 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 19078 55 SH SOLE 0 0 55 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5338 123 SH SOLE 0 0 123 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3349 37 SH SOLE 0 0 37 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2925 64 SH SOLE 0 0 64 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1034 9 SH SOLE 0 0 9 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4071 126 SH SOLE 0 0 126 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2263 25 SH SOLE 0 0 25 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 4025 50 SH SOLE 0 0 50 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 13676 163 SH SOLE 0 0 163 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1756 19 SH SOLE 0 0 19 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2391 74 SH SOLE 0 0 74 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2331 51 SH SOLE 0 0 51 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1160 23 SH SOLE 0 0 23 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4427 102 SH SOLE 0 0 102 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 13528 39 SH SOLE 0 0 39 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1142 28 SH SOLE 0 0 28 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1194 17 SH SOLE 0 0 17 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1228 30 SH SOLE 0 0 30 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2317 33 SH SOLE 0 0 33 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4620 143 SH SOLE 0 0 143 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2270 45 SH SOLE 0 0 45 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 7222 69 SH SOLE 0 0 69 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3561 31 SH SOLE 0 0 31 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1040 15 SH SOLE 0 0 15 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 2218 24 SH SOLE 0 0 24 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 19772 57 SH SOLE 0 0 57 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 5473 68 SH SOLE 0 0 68 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5468 126 SH SOLE 0 0 126 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 2162 53 SH SOLE 0 0 53 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1034 9 SH SOLE 0 0 9 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 7855 181 SH SOLE 0 0 181 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3610 79 SH SOLE 0 0 79 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1917 38 SH SOLE 0 0 38 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4073 45 SH SOLE 0 0 45 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 22200 64 SH SOLE 0 0 64 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3813 118 SH SOLE 0 0 118 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2106 30 SH SOLE 0 0 30 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 22485 268 SH SOLE 0 0 268 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 15186 181 SH SOLE 0 0 181 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1825 26 SH SOLE 0 0 26 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 15610 45 SH SOLE 0 0 45 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3296 102 SH SOLE 0 0 102 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3949 91 SH SOLE 0 0 91 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2148 47 SH SOLE 0 0 47 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2444 27 SH SOLE 0 0 27 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1665 33 SH SOLE 0 0 33 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2617 81 SH SOLE 0 0 81 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1362 27 SH SOLE 0 0 27 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1474 21 SH SOLE 0 0 21 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 12141 35 SH SOLE 0 0 35 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 121152 1444 SH SOLE 0 0 1444 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 21272 235 SH SOLE 0 0 235 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 22423 694 SH SOLE 0 0 694 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 10542 209 SH SOLE 0 0 209 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 42879 988 SH SOLE 0 0 988 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 5284 46 SH SOLE 0 0 46 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 20565 450 SH SOLE 0 0 450 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 5175 56 SH SOLE 0 0 56 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 12556 156 SH SOLE 0 0 156 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 16329 156 SH SOLE 0 0 156 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5266 75 SH SOLE 0 0 75 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 2948 72 SH SOLE 0 0 72 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 2428 35 SH SOLE 0 0 35 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 4896 120 SH SOLE 0 0 120 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4943 98 SH SOLE 0 0 98 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 46482 134 SH SOLE 0 0 134 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 7423 82 SH SOLE 0 0 82 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 7811 68 SH SOLE 0 0 68 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 10339 320 SH SOLE 0 0 320 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 41698 497 SH SOLE 0 0 497 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 7632 167 SH SOLE 0 0 167 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 12065 278 SH SOLE 0 0 278 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 919 8 SH SOLE 0 0 8 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3328 103 SH SOLE 0 0 103 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2376 52 SH SOLE 0 0 52 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 13844 165 SH SOLE 0 0 165 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 15610 45 SH SOLE 0 0 45 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2806 31 SH SOLE 0 0 31 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 763 11 SH SOLE 0 0 11 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1825 26 SH SOLE 0 0 26 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1310 32 SH SOLE 0 0 32 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4383 101 SH SOLE 0 0 101 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1715 34 SH SOLE 0 0 34 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 10186 341 SH SOLE 0 0 341 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 5021 80 SH SOLE 0 0 80 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7551 90 SH SOLE 0 0 90 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 807 16 SH SOLE 0 0 16 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1519 19 SH SOLE 0 0 19 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 772 11 SH SOLE 0 0 11 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1267 14 SH SOLE 0 0 14 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7631 22 SH SOLE 0 0 22 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3188 38 SH SOLE 0 0 38 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 560 7 SH SOLE 0 0 7 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 139 2 SH SOLE 0 0 2 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 164 4 SH SOLE 0 0 4 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 543 6 SH SOLE 0 0 6 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 454 9 SH SOLE 0 0 9 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3469 10 SH SOLE 0 0 10 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 942 9 SH SOLE 0 0 9 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 277 3 SH SOLE 0 0 3 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 491 7 SH SOLE 0 0 7 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 323 10 SH SOLE 0 0 10 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 320 7 SH SOLE 0 0 7 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 694 16 SH SOLE 0 0 16 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 1930 23 SH SOLE 0 0 23 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 211 3 SH SOLE 0 0 3 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 362 4 SH SOLE 0 0 4 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 202 4 SH SOLE 0 0 4 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2081 6 SH SOLE 0 0 6 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3586 111 SH SOLE 0 0 111 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 20388 243 SH SOLE 0 0 243 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1896 27 SH SOLE 0 0 27 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 19772 57 SH SOLE 0 0 57 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3440 38 SH SOLE 0 0 38 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1629 18 SH SOLE 0 0 18 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7971 95 SH SOLE 0 0 95 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1053 15 SH SOLE 0 0 15 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1874 58 SH SOLE 0 0 58 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1009 20 SH SOLE 0 0 20 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 778 19 SH SOLE 0 0 19 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1325 29 SH SOLE 0 0 29 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 8672 25 SH SOLE 0 0 25 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2517 58 SH SOLE 0 0 58 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 416 6 SH SOLE 0 0 6 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 434 10 SH SOLE 0 0 10 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 202 4 SH SOLE 0 0 4 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 274 6 SH SOLE 0 0 6 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 69 1 SH SOLE 0 0 1 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 211 3 SH SOLE 0 0 3 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 272 3 SH SOLE 0 0 3 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 123 3 SH SOLE 0 0 3 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 1734 5 SH SOLE 0 0 5 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 355 11 SH SOLE 0 0 11 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 1342 16 SH SOLE 0 0 16 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 19549 233 SH SOLE 0 0 233 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3621 40 SH SOLE 0 0 40 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3328 103 SH SOLE 0 0 103 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1825 26 SH SOLE 0 0 26 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 7074 163 SH SOLE 0 0 163 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 919 8 SH SOLE 0 0 8 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3153 69 SH SOLE 0 0 69 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1665 33 SH SOLE 0 0 33 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 19425 56 SH SOLE 0 0 56 ISHARES U.S. HEALTHCARE ETF US HLTHCARE ETF 464287762 12639 47 SH SOLE 0 0 47 ISHARES TR 10-20 YR TRS ETF 10-20 YR TRS ETF 464288653 3965 33 SH SOLE 0 0 33 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3078 34 SH SOLE 0 0 34 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 2170 53 SH SOLE 0 0 53 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 17691 51 SH SOLE 0 0 51 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 2844 41 SH SOLE 0 0 41 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 16277 194 SH SOLE 0 0 194 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 5514 48 SH SOLE 0 0 48 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 5105 158 SH SOLE 0 0 158 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 10459 241 SH SOLE 0 0 241 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1378 12 SH SOLE 0 0 12 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4844 106 SH SOLE 0 0 106 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5431 60 SH SOLE 0 0 60 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2572 51 SH SOLE 0 0 51 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2808 40 SH SOLE 0 0 40 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 29832 86 SH SOLE 0 0 86 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 30036 358 SH SOLE 0 0 358 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1267 14 SH SOLE 0 0 14 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2344 54 SH SOLE 0 0 54 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1005 22 SH SOLE 0 0 22 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 562 8 SH SOLE 0 0 8 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 555 11 SH SOLE 0 0 11 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6209 74 SH SOLE 0 0 74 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6244 18 SH SOLE 0 0 18 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1131 35 SH SOLE 0 0 35 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4233 131 SH SOLE 0 0 131 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2696 59 SH SOLE 0 0 59 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 19465 232 SH SOLE 0 0 232 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 18732 54 SH SOLE 0 0 54 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2106 30 SH SOLE 0 0 30 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3349 37 SH SOLE 0 0 37 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5338 123 SH SOLE 0 0 123 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2118 42 SH SOLE 0 0 42 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 19078 55 SH SOLE 0 0 55 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 11447 33 SH SOLE 0 0 33 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2003 62 SH SOLE 0 0 62 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4166 96 SH SOLE 0 0 96 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1053 15 SH SOLE 0 0 15 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 11830 141 SH SOLE 0 0 141 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2263 25 SH SOLE 0 0 25 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1009 20 SH SOLE 0 0 20 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1874 41 SH SOLE 0 0 41 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 702 10 SH SOLE 0 0 10 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6591 19 SH SOLE 0 0 19 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6460 77 SH SOLE 0 0 77 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1199 15 SH SOLE 0 0 15 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1086 12 SH SOLE 0 0 12 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 656 13 SH SOLE 0 0 13 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3530 39 SH SOLE 0 0 39 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2696 59 SH SOLE 0 0 59 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1917 38 SH SOLE 0 0 38 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3813 118 SH SOLE 0 0 118 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5121 118 SH SOLE 0 0 118 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1034 9 SH SOLE 0 0 9 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1679 41 SH SOLE 0 0 41 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 16997 49 SH SOLE 0 0 49 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 763 11 SH SOLE 0 0 11 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1966 28 SH SOLE 0 0 28 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 15689 187 SH SOLE 0 0 187 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 14798 458 SH SOLE 0 0 458 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 13756 301 SH SOLE 0 0 301 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 7314 145 SH SOLE 0 0 145 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 29425 678 SH SOLE 0 0 678 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3676 32 SH SOLE 0 0 32 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 85679 247 SH SOLE 0 0 247 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 17871 213 SH SOLE 0 0 213 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2018 40 SH SOLE 0 0 40 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2798 35 SH SOLE 0 0 35 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 18385 53 SH SOLE 0 0 53 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1966 28 SH SOLE 0 0 28 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2354 26 SH SOLE 0 0 26 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2951 68 SH SOLE 0 0 68 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 656 13 SH SOLE 0 0 13 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1454 45 SH SOLE 0 0 45 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1325 29 SH SOLE 0 0 29 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1358 15 SH SOLE 0 0 15 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 772 11 SH SOLE 0 0 11 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8222 98 SH SOLE 0 0 98 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7978 23 SH SOLE 0 0 23 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 983 14 SH SOLE 0 0 14 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1059 21 SH SOLE 0 0 21 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 4025 50 SH SOLE 0 0 50 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1102 27 SH SOLE 0 0 27 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 9366 27 SH SOLE 0 0 27 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 10320 123 SH SOLE 0 0 123 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2734 63 SH SOLE 0 0 63 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2165 67 SH SOLE 0 0 67 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2082 23 SH SOLE 0 0 23 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1417 31 SH SOLE 0 0 31 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1756 19 SH SOLE 0 0 19 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2265 27 SH SOLE 0 0 27 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 202 4 SH SOLE 0 0 4 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 781 18 SH SOLE 0 0 18 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 366 8 SH SOLE 0 0 8 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 362 4 SH SOLE 0 0 4 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2081 6 SH SOLE 0 0 6 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 252 3 SH SOLE 0 0 3 ISHARES CORE AGGRESSIVE ALLOCATION ETF AGGRES ALLOC ETF 464289859 719 12 SH SOLE 0 0 12 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 24615 488 SH SOLE 0 0 488 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 7630 110 SH SOLE 0 0 110 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 7942 194 SH SOLE 0 0 194 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 31820 398 SH SOLE 0 0 398 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 31229 345 SH SOLE 0 0 345 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 177029 2110 SH SOLE 0 0 2110 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 193559 558 SH SOLE 0 0 558 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 16640 237 SH SOLE 0 0 237 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 8615 75 SH SOLE 0 0 75 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 711 22 SH SOLE 0 0 22 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 211 3 SH SOLE 0 0 3 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 503 11 SH SOLE 0 0 11 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2769 33 SH SOLE 0 0 33 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 368 9 SH SOLE 0 0 9 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 955 22 SH SOLE 0 0 22 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 353 7 SH SOLE 0 0 7 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3122 9 SH SOLE 0 0 9 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 8184 274 SH SOLE 0 0 274 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 2838 68 SH SOLE 0 0 68 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3231 100 SH SOLE 0 0 100 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 4017 64 SH SOLE 0 0 64 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8306 99 SH SOLE 0 0 99 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 5450 173 SH SOLE 0 0 173 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 4798 92 SH SOLE 0 0 92 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 10066 140 SH SOLE 0 0 140 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 5404 132 SH SOLE 0 0 132 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 33076 316 SH SOLE 0 0 316 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 10258 111 SH SOLE 0 0 111 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 20005 221 SH SOLE 0 0 221 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3472 80 SH SOLE 0 0 80 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1919 42 SH SOLE 0 0 42 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 624 9 SH SOLE 0 0 9 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 689 6 SH SOLE 0 0 6 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2263 25 SH SOLE 0 0 25 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1064 26 SH SOLE 0 0 26 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 10991 131 SH SOLE 0 0 131 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2673 53 SH SOLE 0 0 53 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2159 27 SH SOLE 0 0 27 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 202 4 SH SOLE 0 0 4 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 70 1 SH SOLE 0 0 1 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 543 6 SH SOLE 0 0 6 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 825 19 SH SOLE 0 0 19 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2349 28 SH SOLE 0 0 28 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 366 8 SH SOLE 0 0 8 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2081 6 SH SOLE 0 0 6 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 388 12 SH SOLE 0 0 12 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2127 49 SH SOLE 0 0 49 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 913 13 SH SOLE 0 0 13 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 8325 24 SH SOLE 0 0 24 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1177 13 SH SOLE 0 0 13 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1874 58 SH SOLE 0 0 58 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1188 26 SH SOLE 0 0 26 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 857 17 SH SOLE 0 0 17 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8054 96 SH SOLE 0 0 96 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 5536 77 SH SOLE 0 0 77 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 4707 107 SH SOLE 0 0 107 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 2764 53 SH SOLE 0 0 53 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 1227 53 SH SOLE 0 0 53 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 3087 98 SH SOLE 0 0 98 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 1628 39 SH SOLE 0 0 39 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 2259 36 SH SOLE 0 0 36 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3078 34 SH SOLE 0 0 34 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 7566 94 SH SOLE 0 0 94 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2971 65 SH SOLE 0 0 65 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 21160 61 SH SOLE 0 0 61 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 2203 54 SH SOLE 0 0 54 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5295 122 SH SOLE 0 0 122 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4653 144 SH SOLE 0 0 144 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2320 46 SH SOLE 0 0 46 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 2218 24 SH SOLE 0 0 24 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2528 36 SH SOLE 0 0 36 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 20807 248 SH SOLE 0 0 248 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5203 15 SH SOLE 0 0 15 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 454 9 SH SOLE 0 0 9 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 905 28 SH SOLE 0 0 28 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 647 7 SH SOLE 0 0 7 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1693 39 SH SOLE 0 0 39 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 491 7 SH SOLE 0 0 7 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 408 10 SH SOLE 0 0 10 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4950 59 SH SOLE 0 0 59 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 868 19 SH SOLE 0 0 19 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 1529 19 SH SOLE 0 0 19 BUILDERS FIRSTSOURCE INC COM 12008R107 26850 500 SH SOLE 0 0 500 DELTA AIR LINES INC COM NEW 247361702 43455 1500 SH SOLE 0 0 1500 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 11315 125 SH SOLE 0 0 125 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 11179 346 SH SOLE 0 0 346 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5498 109 SH SOLE 0 0 109 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 6108 87 SH SOLE 0 0 87 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2872 25 SH SOLE 0 0 25 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 10420 228 SH SOLE 0 0 228 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 64520 186 SH SOLE 0 0 186 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 22264 513 SH SOLE 0 0 513 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6987 161 SH SOLE 0 0 161 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3382 74 SH SOLE 0 0 74 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1715 34 SH SOLE 0 0 34 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 2587 28 SH SOLE 0 0 28 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 6037 75 SH SOLE 0 0 75 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1673 41 SH SOLE 0 0 41 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 2824 122 SH SOLE 0 0 122 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4866 58 SH SOLE 0 0 58 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 5968 83 SH SOLE 0 0 83 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1842 57 SH SOLE 0 0 57 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 2385 38 SH SOLE 0 0 38 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 4660 156 SH SOLE 0 0 156 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 3056 97 SH SOLE 0 0 97 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 14649 333 SH SOLE 0 0 333 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 1544 37 SH SOLE 0 0 37 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 2660 51 SH SOLE 0 0 51 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 119809 1428 SH SOLE 0 0 1428 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 16746 332 SH SOLE 0 0 332 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 5410 78 SH SOLE 0 0 78 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 5169 45 SH SOLE 0 0 45 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 12076 172 SH SOLE 0 0 172 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 20387 255 SH SOLE 0 0 255 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 7779 190 SH SOLE 0 0 190 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 132161 381 SH SOLE 0 0 381 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 21725 240 SH SOLE 0 0 240 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2428 7 SH SOLE 0 0 7 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 400 5 SH SOLE 0 0 5 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 202 4 SH SOLE 0 0 4 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2601 31 SH SOLE 0 0 31 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 185 2 SH SOLE 0 0 2 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 140 2 SH SOLE 0 0 2 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 13129 187 SH SOLE 0 0 187 ISHARES TR EXPND TEC SC ETF EXPND TEC SC ETF 464287549 24434 83 SH SOLE 0 0 83 ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 20756 151 SH SOLE 0 0 151 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 370 4 SH SOLE 0 0 4 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 421 6 SH SOLE 0 0 6 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 911 21 SH SOLE 0 0 21 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 548 12 SH SOLE 0 0 12 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3608 43 SH SOLE 0 0 43 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 404 8 SH SOLE 0 0 8 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 408 10 SH SOLE 0 0 10 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3816 11 SH SOLE 0 0 11 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 808 25 SH SOLE 0 0 25 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 1368 17 SH SOLE 0 0 17 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 543 6 SH SOLE 0 0 6 ISHARES CORE AGGRESSIVE ALLOCATION ETF AGGRES ALLOC ETF 464289859 3294 55 SH SOLE 0 0 55 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 624 9 SH SOLE 0 0 9 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2716 30 SH SOLE 0 0 30 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 13875 40 SH SOLE 0 0 40 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4080 94 SH SOLE 0 0 94 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1513 30 SH SOLE 0 0 30 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 12753 152 SH SOLE 0 0 152 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3037 94 SH SOLE 0 0 94 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1310 32 SH SOLE 0 0 32 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2148 47 SH SOLE 0 0 47 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1615 23 SH SOLE 0 0 23 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 757 15 SH SOLE 0 0 15 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8306 99 SH SOLE 0 0 99 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1720 19 SH SOLE 0 0 19 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7631 22 SH SOLE 0 0 22 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 772 11 SH SOLE 0 0 11 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1359 17 SH SOLE 0 0 17 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1866 37 SH SOLE 0 0 37 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 3438 43 SH SOLE 0 0 43 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 689 6 SH SOLE 0 0 6 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2036 29 SH SOLE 0 0 29 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3168 35 SH SOLE 0 0 35 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 18290 218 SH SOLE 0 0 218 ISHARES CORE AGGRESSIVE ALLOCATION ETF AGGRES ALLOC ETF 464289859 5270 88 SH SOLE 0 0 88 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 908 18 SH SOLE 0 0 18 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2082 23 SH SOLE 0 0 23 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1737 38 SH SOLE 0 0 38 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 983 14 SH SOLE 0 0 14 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 10907 130 SH SOLE 0 0 130 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 10753 31 SH SOLE 0 0 31 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3819 88 SH SOLE 0 0 88 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1842 57 SH SOLE 0 0 57 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 66948 193 SH SOLE 0 0 193 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 7161 102 SH SOLE 0 0 102 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 10681 118 SH SOLE 0 0 118 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 11993 150 SH SOLE 0 0 150 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 64184 765 SH SOLE 0 0 765 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6557 130 SH SOLE 0 0 130 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2068 18 SH SOLE 0 0 18 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3272 39 SH SOLE 0 0 39 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 724 8 SH SOLE 0 0 8 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 720 9 SH SOLE 0 0 9 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4163 12 SH SOLE 0 0 12 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 287 7 SH SOLE 0 0 7 ISHARES TRUST FALLEN ANGELS USD BD ETF FALN ANGLS USD 46435G474 812 33 SH SOLE 0 0 33 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 208 3 SH SOLE 0 0 3 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1259 29 SH SOLE 0 0 29 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 549 17 SH SOLE 0 0 17 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 14936 165 SH SOLE 0 0 165 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 8144 116 SH SOLE 0 0 116 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 85075 1014 SH SOLE 0 0 1014 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1583 49 SH SOLE 0 0 49 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 69 1 SH SOLE 0 0 1 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1143 25 SH SOLE 0 0 25 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1294 14 SH SOLE 0 0 14 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 2931 28 SH SOLE 0 0 28 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1720 19 SH SOLE 0 0 19 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6938 20 SH SOLE 0 0 20 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 816 20 SH SOLE 0 0 20 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2127 49 SH SOLE 0 0 49 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6628 79 SH SOLE 0 0 79 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1264 11 SH SOLE 0 0 11 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 819 20 SH SOLE 0 0 20 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 562 8 SH SOLE 0 0 8 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 807 16 SH SOLE 0 0 16 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 2415 30 SH SOLE 0 0 30 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 543 6 SH SOLE 0 0 6 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 646 20 SH SOLE 0 0 20 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 825 19 SH SOLE 0 0 19 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3122 9 SH SOLE 0 0 9 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 246 6 SH SOLE 0 0 6 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 353 7 SH SOLE 0 0 7 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2769 33 SH SOLE 0 0 33 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 139 2 SH SOLE 0 0 2 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 503 11 SH SOLE 0 0 11 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 5687 15 SH SOLE 0 0 15 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 1649 69 SH SOLE 0 0 69 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 561 11 SH SOLE 0 0 11 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 924 10 SH SOLE 0 0 10 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 3308 58 SH SOLE 0 0 58 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 420 13 SH SOLE 0 0 13 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 211 3 SH SOLE 0 0 3 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 1930 23 SH SOLE 0 0 23 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 355 11 SH SOLE 0 0 11 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 202 4 SH SOLE 0 0 4 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 738 17 SH SOLE 0 0 17 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 1734 5 SH SOLE 0 0 5 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 366 8 SH SOLE 0 0 8 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 84907 1012 SH SOLE 0 0 1012 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 14302 158 SH SOLE 0 0 158 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 16470 206 SH SOLE 0 0 206 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2872 25 SH SOLE 0 0 25 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 88108 254 SH SOLE 0 0 254 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 8987 128 SH SOLE 0 0 128 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 8625 171 SH SOLE 0 0 171 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 26399 376 SH SOLE 0 0 376 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 16908 413 SH SOLE 0 0 413 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 36519 724 SH SOLE 0 0 724 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 287910 830 SH SOLE 0 0 830 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 11257 98 SH SOLE 0 0 98 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 47251 522 SH SOLE 0 0 522 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 11791 170 SH SOLE 0 0 170 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 44452 556 SH SOLE 0 0 556 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 261181 3113 SH SOLE 0 0 3113 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4524 99 SH SOLE 0 0 99 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4435 49 SH SOLE 0 0 49 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1149 10 SH SOLE 0 0 10 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 26512 316 SH SOLE 0 0 316 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2270 45 SH SOLE 0 0 45 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 9027 208 SH SOLE 0 0 208 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 121408 350 SH SOLE 0 0 350 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 110916 1322 SH SOLE 0 0 1322 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 15797 225 SH SOLE 0 0 225 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 19908 249 SH SOLE 0 0 249 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 5133 74 SH SOLE 0 0 74 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 16197 141 SH SOLE 0 0 141 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 14981 297 SH SOLE 0 0 297 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 3164 44 SH SOLE 0 0 44 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 835 20 SH SOLE 0 0 20 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 1638 52 SH SOLE 0 0 52 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 969 30 SH SOLE 0 0 30 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 1408 27 SH SOLE 0 0 27 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 7830 178 SH SOLE 0 0 178 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 1255 20 SH SOLE 0 0 20 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 1505 65 SH SOLE 0 0 65 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2601 31 SH SOLE 0 0 31 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 2509 84 SH SOLE 0 0 84 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 5783 179 SH SOLE 0 0 179 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2879 41 SH SOLE 0 0 41 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3519 77 SH SOLE 0 0 77 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2774 55 SH SOLE 0 0 55 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 25254 301 SH SOLE 0 0 301 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 25322 73 SH SOLE 0 0 73 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6640 153 SH SOLE 0 0 153 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4164 46 SH SOLE 0 0 46 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 3468 85 SH SOLE 0 0 85 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 7270 225 SH SOLE 0 0 225 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 32260 93 SH SOLE 0 0 93 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 5399 47 SH SOLE 0 0 47 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 5347 117 SH SOLE 0 0 117 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1734 25 SH SOLE 0 0 25 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 11304 108 SH SOLE 0 0 108 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 8773 109 SH SOLE 0 0 109 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 4600 154 SH SOLE 0 0 154 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1874 58 SH SOLE 0 0 58 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4698 56 SH SOLE 0 0 56 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1194 17 SH SOLE 0 0 17 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2456 76 SH SOLE 0 0 76 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5338 123 SH SOLE 0 0 123 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 13875 40 SH SOLE 0 0 40 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1211 24 SH SOLE 0 0 24 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2331 51 SH SOLE 0 0 51 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3078 34 SH SOLE 0 0 34 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 14599 174 SH SOLE 0 0 174 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2949 42 SH SOLE 0 0 42 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 10893 251 SH SOLE 0 0 251 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5160 57 SH SOLE 0 0 57 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 5267 163 SH SOLE 0 0 163 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 5164 113 SH SOLE 0 0 113 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 29832 86 SH SOLE 0 0 86 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1264 11 SH SOLE 0 0 11 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 31463 375 SH SOLE 0 0 375 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2724 54 SH SOLE 0 0 54 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 19425 56 SH SOLE 0 0 56 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1917 38 SH SOLE 0 0 38 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2036 29 SH SOLE 0 0 29 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3078 34 SH SOLE 0 0 34 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 3518 44 SH SOLE 0 0 44 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 18626 222 SH SOLE 0 0 222 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 724 8 SH SOLE 0 0 8 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 421 6 SH SOLE 0 0 6 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 731 16 SH SOLE 0 0 16 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 64351 767 SH SOLE 0 0 767 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 772 11 SH SOLE 0 0 11 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 868 19 SH SOLE 0 0 19 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6591 19 SH SOLE 0 0 19 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 706 14 SH SOLE 0 0 14 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1357 42 SH SOLE 0 0 42 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1606 37 SH SOLE 0 0 37 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6293 75 SH SOLE 0 0 75 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4363 52 SH SOLE 0 0 52 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 777 17 SH SOLE 0 0 17 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1693 39 SH SOLE 0 0 39 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 70 1 SH SOLE 0 0 1 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4163 12 SH SOLE 0 0 12 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 404 8 SH SOLE 0 0 8 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1267 14 SH SOLE 0 0 14 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 775 24 SH SOLE 0 0 24 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 11551 229 SH SOLE 0 0 229 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 5169 45 SH SOLE 0 0 45 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 5618 81 SH SOLE 0 0 81 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 7287 178 SH SOLE 0 0 178 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 93045 1109 SH SOLE 0 0 1109 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 23231 719 SH SOLE 0 0 719 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 29859 688 SH SOLE 0 0 688 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 105798 305 SH SOLE 0 0 305 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 16498 361 SH SOLE 0 0 361 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 12848 183 SH SOLE 0 0 183 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 17832 197 SH SOLE 0 0 197 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 1503 36 SH SOLE 0 0 36 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 2555 49 SH SOLE 0 0 49 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 2755 119 SH SOLE 0 0 119 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 2993 95 SH SOLE 0 0 95 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3780 117 SH SOLE 0 0 117 ISHARES TRUST FALLEN ANGELS USD BD ETF FALN ANGLS USD 46435G474 7583 308 SH SOLE 0 0 308 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 3607 52 SH SOLE 0 0 52 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 5073 111 SH SOLE 0 0 111 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 7581 66 SH SOLE 0 0 66 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 21853 63 SH SOLE 0 0 63 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 20052 239 SH SOLE 0 0 239 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3892 43 SH SOLE 0 0 43 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 2170 53 SH SOLE 0 0 53 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 7682 177 SH SOLE 0 0 177 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1720 19 SH SOLE 0 0 19 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1919 24 SH SOLE 0 0 24 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1545 22 SH SOLE 0 0 22 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 13528 39 SH SOLE 0 0 39 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 12921 154 SH SOLE 0 0 154 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1412 28 SH SOLE 0 0 28 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 14936 165 SH SOLE 0 0 165 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 33980 405 SH SOLE 0 0 405 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 14018 323 SH SOLE 0 0 323 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 39197 113 SH SOLE 0 0 113 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 15271 373 SH SOLE 0 0 373 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 9534 83 SH SOLE 0 0 83 ISHARES TRUST FALLEN ANGELS USD BD ETF FALN ANGLS USD 46435G474 13492 548 SH SOLE 0 0 548 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 9049 198 SH SOLE 0 0 198 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 6559 203 SH SOLE 0 0 203 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 6171 191 SH SOLE 0 0 191 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3793 83 SH SOLE 0 0 83 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2976 59 SH SOLE 0 0 59 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 27016 322 SH SOLE 0 0 322 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 27750 80 SH SOLE 0 0 80 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3230 46 SH SOLE 0 0 46 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 7421 171 SH SOLE 0 0 171 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3802 42 SH SOLE 0 0 42 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 614 15 SH SOLE 0 0 15 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 832 12 SH SOLE 0 0 12 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4782 57 SH SOLE 0 0 57 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 1610 20 SH SOLE 0 0 20 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2183 19 SH SOLE 0 0 19 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 840 26 SH SOLE 0 0 26 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1234 27 SH SOLE 0 0 27 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5203 15 SH SOLE 0 0 15 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 5652 54 SH SOLE 0 0 54 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 739 8 SH SOLE 0 0 8 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 ISHARES TRUST FALLEN ANGELS USD BD ETF FALN ANGLS USD 46435G474 837 34 SH SOLE 0 0 34 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1649 38 SH SOLE 0 0 38 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 775 19 SH SOLE 0 0 19 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 30781 385 SH SOLE 0 0 385 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 5284 46 SH SOLE 0 0 46 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 171706 495 SH SOLE 0 0 495 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 18255 260 SH SOLE 0 0 260 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 16847 334 SH SOLE 0 0 334 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 27428 303 SH SOLE 0 0 303 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 164696 1963 SH SOLE 0 0 1963 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 7583 108 SH SOLE 0 0 108 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 7314 145 SH SOLE 0 0 145 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 10473 131 SH SOLE 0 0 131 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 8509 94 SH SOLE 0 0 94 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 66365 791 SH SOLE 0 0 791 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 67642 195 SH SOLE 0 0 195 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 7638 176 SH SOLE 0 0 176 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1765 35 SH SOLE 0 0 35 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 21059 251 SH SOLE 0 0 251 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3522 109 SH SOLE 0 0 109 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1825 26 SH SOLE 0 0 26 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3336 73 SH SOLE 0 0 73 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4254 47 SH SOLE 0 0 47 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 996 11 SH SOLE 0 0 11 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3104 37 SH SOLE 0 0 37 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3122 9 SH SOLE 0 0 9 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 548 12 SH SOLE 0 0 12 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 807 16 SH SOLE 0 0 16 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 450 11 SH SOLE 0 0 11 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1996 46 SH SOLE 0 0 46 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1616 50 SH SOLE 0 0 50 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7284 21 SH SOLE 0 0 21 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6460 77 SH SOLE 0 0 77 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1188 26 SH SOLE 0 0 26 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 843 12 SH SOLE 0 0 12 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 416 6 SH SOLE 0 0 6 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1177 13 SH SOLE 0 0 13 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 1483 26 SH SOLE 0 0 26 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 370 4 SH SOLE 0 0 4 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 2275 6 SH SOLE 0 0 6 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 917 18 SH SOLE 0 0 18 ISHARES TR MBS ETF MBS ETF 464288588 487 5 SH SOLE 0 0 5 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 1458 61 SH SOLE 0 0 61 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 1449 18 SH SOLE 0 0 18 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 647 7 SH SOLE 0 0 7 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 404 8 SH SOLE 0 0 8 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 823 18 SH SOLE 0 0 18 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 491 7 SH SOLE 0 0 7 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 840 26 SH SOLE 0 0 26 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5203 15 SH SOLE 0 0 15 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 913 13 SH SOLE 0 0 13 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 2826 27 SH SOLE 0 0 27 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 416 6 SH SOLE 0 0 6 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1234 27 SH SOLE 0 0 27 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 532 13 SH SOLE 0 0 13 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1267 14 SH SOLE 0 0 14 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1378 12 SH SOLE 0 0 12 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1745 54 SH SOLE 0 0 54 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 775 19 SH SOLE 0 0 19 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 2093 26 SH SOLE 0 0 26 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7631 22 SH SOLE 0 0 22 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 857 17 SH SOLE 0 0 17 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 832 9 SH SOLE 0 0 9 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2040 47 SH SOLE 0 0 47 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6796 81 SH SOLE 0 0 81 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 246 6 SH SOLE 0 0 6 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 1388 4 SH SOLE 0 0 4 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 370 4 SH SOLE 0 0 4 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 151 3 SH SOLE 0 0 3 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 1175 14 SH SOLE 0 0 14 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 362 4 SH SOLE 0 0 4 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 160 2 SH SOLE 0 0 2 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 523 5 SH SOLE 0 0 5 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 457 10 SH SOLE 0 0 10 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2601 31 SH SOLE 0 0 31 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 646 20 SH SOLE 0 0 20 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 139 2 SH SOLE 0 0 2 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 825 19 SH SOLE 0 0 19 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 453 5 SH SOLE 0 0 5 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 246 6 SH SOLE 0 0 6 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4653 144 SH SOLE 0 0 144 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2317 33 SH SOLE 0 0 33 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 26363 76 SH SOLE 0 0 76 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 33647 97 SH SOLE 0 0 97 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1034 9 SH SOLE 0 0 9 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5341 59 SH SOLE 0 0 59 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3178 63 SH SOLE 0 0 63 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3581 51 SH SOLE 0 0 51 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 5996 75 SH SOLE 0 0 75 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 32134 383 SH SOLE 0 0 383 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 15279 660 SH SOLE 0 0 660 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 32211 448 SH SOLE 0 0 448 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 9919 307 SH SOLE 0 0 307 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 25210 844 SH SOLE 0 0 844 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 12991 207 SH SOLE 0 0 207 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 26093 311 SH SOLE 0 0 311 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 79182 1800 SH SOLE 0 0 1800 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 8306 199 SH SOLE 0 0 199 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 16569 526 SH SOLE 0 0 526 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 14289 274 SH SOLE 0 0 274 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 562 8 SH SOLE 0 0 8 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2083 48 SH SOLE 0 0 48 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6041 72 SH SOLE 0 0 72 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1034 32 SH SOLE 0 0 32 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1005 22 SH SOLE 0 0 22 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 555 11 SH SOLE 0 0 11 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1086 12 SH SOLE 0 0 12 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6244 18 SH SOLE 0 0 18 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1810 20 SH SOLE 0 0 20 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 13927 166 SH SOLE 0 0 166 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1564 31 SH SOLE 0 0 31 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 14222 41 SH SOLE 0 0 41 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2239 28 SH SOLE 0 0 28 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 3604 39 SH SOLE 0 0 39 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 8376 193 SH SOLE 0 0 193 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 28694 342 SH SOLE 0 0 342 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3721 53 SH SOLE 0 0 53 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1842 45 SH SOLE 0 0 45 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3430 68 SH SOLE 0 0 68 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5250 58 SH SOLE 0 0 58 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1009 20 SH SOLE 0 0 20 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2132 66 SH SOLE 0 0 66 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 11794 34 SH SOLE 0 0 34 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4166 96 SH SOLE 0 0 96 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 979 24 SH SOLE 0 0 24 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 12249 146 SH SOLE 0 0 146 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2082 23 SH SOLE 0 0 23 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1123 16 SH SOLE 0 0 16 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 3844 77 SH SOLE 0 0 77 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 4393 88 SH SOLE 0 0 88 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 70587 1414 SH SOLE 0 0 1414 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 20867 418 SH SOLE 0 0 418 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1479 16 SH SOLE 0 0 16 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 3542 44 SH SOLE 0 0 44 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2011 44 SH SOLE 0 0 44 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2558 32 SH SOLE 0 0 32 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 16948 202 SH SOLE 0 0 202 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 17691 51 SH SOLE 0 0 51 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2036 29 SH SOLE 0 0 29 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1866 37 SH SOLE 0 0 37 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2263 25 SH SOLE 0 0 25 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 23845 738 SH SOLE 0 0 738 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 128787 1535 SH SOLE 0 0 1535 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 11198 222 SH SOLE 0 0 222 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 45570 1050 SH SOLE 0 0 1050 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4509 13 SH SOLE 0 0 13 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4363 52 SH SOLE 0 0 52 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1519 35 SH SOLE 0 0 35 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 353 7 SH SOLE 0 0 7 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 743 23 SH SOLE 0 0 23 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 303 6 SH SOLE 0 0 6 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 549 17 SH SOLE 0 0 17 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 362 4 SH SOLE 0 0 4 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2775 8 SH SOLE 0 0 8 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 366 8 SH SOLE 0 0 8 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 651 15 SH SOLE 0 0 15 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2517 30 SH SOLE 0 0 30 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 739 8 SH SOLE 0 0 8 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 504 10 SH SOLE 0 0 10 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1866 43 SH SOLE 0 0 43 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5454 65 SH SOLE 0 0 65 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 1797 36 SH SOLE 0 0 36 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 449 11 SH SOLE 0 0 11 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 491 7 SH SOLE 0 0 7 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 1610 20 SH SOLE 0 0 20 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 914 20 SH SOLE 0 0 20 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 905 28 SH SOLE 0 0 28 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5550 16 SH SOLE 0 0 16 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2598 37 SH SOLE 0 0 37 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 26016 75 SH SOLE 0 0 75 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 25170 300 SH SOLE 0 0 300 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2572 51 SH SOLE 0 0 51 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4254 47 SH SOLE 0 0 47 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 4957 62 SH SOLE 0 0 62 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 919 8 SH SOLE 0 0 8 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 89270 1064 SH SOLE 0 0 1064 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 5824 81 SH SOLE 0 0 81 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4698 56 SH SOLE 0 0 56 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 2322 37 SH SOLE 0 0 37 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 14253 324 SH SOLE 0 0 324 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 4540 152 SH SOLE 0 0 152 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1777 55 SH SOLE 0 0 55 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 27057 78 SH SOLE 0 0 78 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 5197 65 SH SOLE 0 0 65 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2879 41 SH SOLE 0 0 41 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 3419 37 SH SOLE 0 0 37 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 27687 330 SH SOLE 0 0 330 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3711 41 SH SOLE 0 0 41 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2673 53 SH SOLE 0 0 53 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 8586 172 SH SOLE 0 0 172 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 5284 46 SH SOLE 0 0 46 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 21725 240 SH SOLE 0 0 240 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 7779 190 SH SOLE 0 0 190 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 12006 171 SH SOLE 0 0 171 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 20227 253 SH SOLE 0 0 253 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 5341 77 SH SOLE 0 0 77 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 16645 330 SH SOLE 0 0 330 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 119390 1423 SH SOLE 0 0 1423 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 131468 379 SH SOLE 0 0 379 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5750 114 SH SOLE 0 0 114 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 9686 107 SH SOLE 0 0 107 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 56884 678 SH SOLE 0 0 678 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1608 14 SH SOLE 0 0 14 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 6249 89 SH SOLE 0 0 89 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 10553 132 SH SOLE 0 0 132 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 58970 170 SH SOLE 0 0 170 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 14275 283 SH SOLE 0 0 283 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 23354 258 SH SOLE 0 0 258 ISHARES CORE AGGRESSIVE ALLOCATION ETF AGGRES ALLOC ETF 464289859 5151 86 SH SOLE 0 0 86 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 13821 274 SH SOLE 0 0 274 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 25264 316 SH SOLE 0 0 316 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 4365 38 SH SOLE 0 0 38 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 22630 250 SH SOLE 0 0 250 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 141180 407 SH SOLE 0 0 407 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 14955 213 SH SOLE 0 0 213 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 135499 1615 SH SOLE 0 0 1615 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 27750 80 SH SOLE 0 0 80 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4254 47 SH SOLE 0 0 47 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 5277 66 SH SOLE 0 0 66 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2738 39 SH SOLE 0 0 39 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 919 8 SH SOLE 0 0 8 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 27351 326 SH SOLE 0 0 326 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2673 53 SH SOLE 0 0 53 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1261 25 SH SOLE 0 0 25 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 14934 178 SH SOLE 0 0 178 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2806 31 SH SOLE 0 0 31 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2520 78 SH SOLE 0 0 78 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2376 52 SH SOLE 0 0 52 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 14916 43 SH SOLE 0 0 43 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 689 6 SH SOLE 0 0 6 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5208 120 SH SOLE 0 0 120 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1404 20 SH SOLE 0 0 20 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5370 64 SH SOLE 0 0 64 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 879 11 SH SOLE 0 0 11 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 632 9 SH SOLE 0 0 9 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5550 16 SH SOLE 0 0 16 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 605 12 SH SOLE 0 0 12 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 724 8 SH SOLE 0 0 8 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 14569 42 SH SOLE 0 0 42 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 624 9 SH SOLE 0 0 9 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1685 24 SH SOLE 0 0 24 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 20119 58 SH SOLE 0 0 58 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 919 8 SH SOLE 0 0 8 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 483 6 SH SOLE 0 0 6 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 291 9 SH SOLE 0 0 9 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 689 6 SH SOLE 0 0 6 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 272 3 SH SOLE 0 0 3 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 1570 15 SH SOLE 0 0 15 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 277 4 SH SOLE 0 0 4 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 1734 5 SH SOLE 0 0 5 ISHARES TRUST FALLEN ANGELS USD BD ETF FALN ANGLS USD 46435G474 271 11 SH SOLE 0 0 11 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 1426 17 SH SOLE 0 0 17 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 277 3 SH SOLE 0 0 3 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 286 7 SH SOLE 0 0 7 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 1997 40 SH SOLE 0 0 40 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 164 4 SH SOLE 0 0 4 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 521 12 SH SOLE 0 0 12 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 366 8 SH SOLE 0 0 8 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 32260 93 SH SOLE 0 0 93 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3511 50 SH SOLE 0 0 50 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3379 67 SH SOLE 0 0 67 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4254 47 SH SOLE 0 0 47 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 4957 62 SH SOLE 0 0 62 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 31127 371 SH SOLE 0 0 371 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 13181 38 SH SOLE 0 0 38 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1123 16 SH SOLE 0 0 16 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2987 33 SH SOLE 0 0 33 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1160 23 SH SOLE 0 0 23 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 13927 166 SH SOLE 0 0 166 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5034 116 SH SOLE 0 0 116 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 689 6 SH SOLE 0 0 6 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2194 48 SH SOLE 0 0 48 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2326 72 SH SOLE 0 0 72 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1736 40 SH SOLE 0 0 40 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4866 58 SH SOLE 0 0 58 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 408 10 SH SOLE 0 0 10 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3102 96 SH SOLE 0 0 96 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3349 37 SH SOLE 0 0 37 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1564 31 SH SOLE 0 0 31 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6293 145 SH SOLE 0 0 145 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3016 66 SH SOLE 0 0 66 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1685 24 SH SOLE 0 0 24 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 18122 216 SH SOLE 0 0 216 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 18038 52 SH SOLE 0 0 52 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 632 9 SH SOLE 0 0 9 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 605 12 SH SOLE 0 0 12 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2344 54 SH SOLE 0 0 54 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1177 13 SH SOLE 0 0 13 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6712 80 SH SOLE 0 0 80 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1143 25 SH SOLE 0 0 25 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1228 38 SH SOLE 0 0 38 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6591 19 SH SOLE 0 0 19 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 958 19 SH SOLE 0 0 19 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1199 15 SH SOLE 0 0 15 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7631 22 SH SOLE 0 0 22 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 702 10 SH SOLE 0 0 10 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 347 5 SH SOLE 0 0 5 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 368 9 SH SOLE 0 0 9 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1358 15 SH SOLE 0 0 15 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6964 83 SH SOLE 0 0 83 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 72515 907 SH SOLE 0 0 907 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 387954 4624 SH SOLE 0 0 4624 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 405156 1168 SH SOLE 0 0 1168 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3122 9 SH SOLE 0 0 9 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 353 7 SH SOLE 0 0 7 ISHARES TR MSCI USA QLT FCT MSCI USA QLT FCT 46432F339 9385 84 SH SOLE 0 0 84 VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF INF TECH ETF 92204A702 28083 86 SH SOLE 0 0 86 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 28196 559 SH SOLE 0 0 559 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 233662 2785 SH SOLE 0 0 2785 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 44445 491 SH SOLE 0 0 491 ISHARES TR EXPND TEC SC ETF EXPND TEC SC ETF 464287549 24140 82 SH SOLE 0 0 82 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5550 16 SH SOLE 0 0 16 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 225973 596 SH SOLE 0 0 596 ISHARES TR S&P SMALL CAP 600 GROWTH ETF S&P SML 600 GWT 464287887 24224 230 SH SOLE 0 0 230 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 29348 418 SH SOLE 0 0 418 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2317 33 SH SOLE 0 0 33 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4159 91 SH SOLE 0 0 91 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1149 10 SH SOLE 0 0 10 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 25925 309 SH SOLE 0 0 309 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 25322 73 SH SOLE 0 0 73 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4394 136 SH SOLE 0 0 136 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4888 54 SH SOLE 0 0 54 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 9114 210 SH SOLE 0 0 210 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2219 44 SH SOLE 0 0 44 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1172 27 SH SOLE 0 0 27 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 548 12 SH SOLE 0 0 12 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3469 10 SH SOLE 0 0 10 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3356 40 SH SOLE 0 0 40 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 549 17 SH SOLE 0 0 17 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 543 6 SH SOLE 0 0 6 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 303 6 SH SOLE 0 0 6 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 14410 446 SH SOLE 0 0 446 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 7112 141 SH SOLE 0 0 141 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3561 31 SH SOLE 0 0 31 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1545 22 SH SOLE 0 0 22 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 42033 842 SH SOLE 0 0 842 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 17466 217 SH SOLE 0 0 217 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 3537 51 SH SOLE 0 0 51 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 7018 172 SH SOLE 0 0 172 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 11142 97 SH SOLE 0 0 97 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 58059 692 SH SOLE 0 0 692 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 65560 189 SH SOLE 0 0 189 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 10591 117 SH SOLE 0 0 117 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 7208 78 SH SOLE 0 0 78 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 14701 455 SH SOLE 0 0 455 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 10740 235 SH SOLE 0 0 235 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 3685 90 SH SOLE 0 0 90 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 7162 142 SH SOLE 0 0 142 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 16926 390 SH SOLE 0 0 390 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 22923 219 SH SOLE 0 0 219 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 7442 106 SH SOLE 0 0 106 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 694 16 SH SOLE 0 0 16 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 450 11 SH SOLE 0 0 11 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 1678 20 SH SOLE 0 0 20 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 724 8 SH SOLE 0 0 8 ISHARES TRUST FALLEN ANGELS USD BD ETF FALN ANGLS USD 46435G474 345 14 SH SOLE 0 0 14 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 462 5 SH SOLE 0 0 5 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 724 9 SH SOLE 0 0 9 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 2303 22 SH SOLE 0 0 22 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 1734 5 SH SOLE 0 0 5 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 323 10 SH SOLE 0 0 10 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 457 10 SH SOLE 0 0 10 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 2945 59 SH SOLE 0 0 59 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 326 8 SH SOLE 0 0 8 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 205 5 SH SOLE 0 0 5 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 362 4 SH SOLE 0 0 4 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 22539 249 SH SOLE 0 0 249 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 11936 170 SH SOLE 0 0 170 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 21845 478 SH SOLE 0 0 478 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 5629 49 SH SOLE 0 0 49 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 129039 372 SH SOLE 0 0 372 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 12977 299 SH SOLE 0 0 299 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 11591 144 SH SOLE 0 0 144 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 6850 212 SH SOLE 0 0 212 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 3223 79 SH SOLE 0 0 79 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6608 73 SH SOLE 0 0 73 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 38678 461 SH SOLE 0 0 461 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 12730 255 SH SOLE 0 0 255 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3651 52 SH SOLE 0 0 52 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1723 15 SH SOLE 0 0 15 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3379 67 SH SOLE 0 0 67 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 5083 55 SH SOLE 0 0 55 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 6535 143 SH SOLE 0 0 143 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 38157 110 SH SOLE 0 0 110 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 36580 436 SH SOLE 0 0 436 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4423 63 SH SOLE 0 0 63 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4035 80 SH SOLE 0 0 80 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4888 54 SH SOLE 0 0 54 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 37810 109 SH SOLE 0 0 109 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 5517 69 SH SOLE 0 0 69 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2559 56 SH SOLE 0 0 56 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3259 36 SH SOLE 0 0 36 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 18290 218 SH SOLE 0 0 218 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2018 40 SH SOLE 0 0 40 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3974 123 SH SOLE 0 0 123 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2036 29 SH SOLE 0 0 29 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4948 114 SH SOLE 0 0 114 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 18038 52 SH SOLE 0 0 52 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7284 21 SH SOLE 0 0 21 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 14755 163 SH SOLE 0 0 163 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 9478 135 SH SOLE 0 0 135 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 92617 267 SH SOLE 0 0 267 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 17429 218 SH SOLE 0 0 218 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3216 28 SH SOLE 0 0 28 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 9079 180 SH SOLE 0 0 180 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 34128 424 SH SOLE 0 0 424 ISHARES TR MSCI INTL VLU FT MSCI INTL VLU FT 46435G409 37462 1689 SH SOLE 0 0 1689 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 19240 421 SH SOLE 0 0 421 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 110748 1320 SH SOLE 0 0 1320 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 19031 589 SH SOLE 0 0 589 ISHARES TR 10-20 YR TRS ETF 10-20 YR TRS ETF 464288653 4806 40 SH SOLE 0 0 40 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 9836 195 SH SOLE 0 0 195 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 14324 155 SH SOLE 0 0 155 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 18828 208 SH SOLE 0 0 208 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 9619 137 SH SOLE 0 0 137 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 110655 319 SH SOLE 0 0 319 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 9384 230 SH SOLE 0 0 230 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1009 20 SH SOLE 0 0 20 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 11447 33 SH SOLE 0 0 33 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2036 63 SH SOLE 0 0 63 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1919 42 SH SOLE 0 0 42 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2444 27 SH SOLE 0 0 27 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1053 15 SH SOLE 0 0 15 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4383 101 SH SOLE 0 0 101 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 12166 145 SH SOLE 0 0 145 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 775 24 SH SOLE 0 0 24 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 404 8 SH SOLE 0 0 8 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 503 11 SH SOLE 0 0 11 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3816 11 SH SOLE 0 0 11 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3524 42 SH SOLE 0 0 42 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 26064 326 SH SOLE 0 0 326 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 145690 420 SH SOLE 0 0 420 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 4480 39 SH SOLE 0 0 39 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 15446 220 SH SOLE 0 0 220 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 139945 1668 SH SOLE 0 0 1668 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 19045 227 SH SOLE 0 0 227 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2878 36 SH SOLE 0 0 36 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 19772 57 SH SOLE 0 0 57 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2317 33 SH SOLE 0 0 33 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2118 42 SH SOLE 0 0 42 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2535 28 SH SOLE 0 0 28 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 8843 216 SH SOLE 0 0 216 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 19571 388 SH SOLE 0 0 388 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 27518 304 SH SOLE 0 0 304 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 9017 130 SH SOLE 0 0 130 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 27831 609 SH SOLE 0 0 609 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 169277 488 SH SOLE 0 0 488 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 37867 1172 SH SOLE 0 0 1172 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 19799 282 SH SOLE 0 0 282 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 151104 1801 SH SOLE 0 0 1801 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 46091 1062 SH SOLE 0 0 1062 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 9649 84 SH SOLE 0 0 84 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 919 8 SH SOLE 0 0 8 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 20975 250 SH SOLE 0 0 250 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1896 27 SH SOLE 0 0 27 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3554 110 SH SOLE 0 0 110 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3428 75 SH SOLE 0 0 75 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1816 36 SH SOLE 0 0 36 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 7421 171 SH SOLE 0 0 171 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4073 45 SH SOLE 0 0 45 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 20466 59 SH SOLE 0 0 59 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 25506 304 SH SOLE 0 0 304 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 26710 77 SH SOLE 0 0 77 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4470 103 SH SOLE 0 0 103 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3168 35 SH SOLE 0 0 35 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1614 32 SH SOLE 0 0 32 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1515 37 SH SOLE 0 0 37 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 13676 163 SH SOLE 0 0 163 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3263 101 SH SOLE 0 0 101 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2285 50 SH SOLE 0 0 50 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 232410 670 SH SOLE 0 0 670 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 27944 398 SH SOLE 0 0 398 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 15762 385 SH SOLE 0 0 385 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 53570 1658 SH SOLE 0 0 1658 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 204716 2440 SH SOLE 0 0 2440 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 66272 1527 SH SOLE 0 0 1527 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 25422 504 SH SOLE 0 0 504 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 13440 117 SH SOLE 0 0 117 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 12762 184 SH SOLE 0 0 184 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 40372 446 SH SOLE 0 0 446 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 36834 806 SH SOLE 0 0 806 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 1369 24 SH SOLE 0 0 24 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 255 5 SH SOLE 0 0 5 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 3033 8 SH SOLE 0 0 8 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 741 31 SH SOLE 0 0 31 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 462 5 SH SOLE 0 0 5 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 59485 709 SH SOLE 0 0 709 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2642 23 SH SOLE 0 0 23 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5687 81 SH SOLE 0 0 81 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 59663 172 SH SOLE 0 0 172 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 10339 320 SH SOLE 0 0 320 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 20572 474 SH SOLE 0 0 474 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5094 101 SH SOLE 0 0 101 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 10500 116 SH SOLE 0 0 116 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 9597 210 SH SOLE 0 0 210 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 3843 122 SH SOLE 0 0 122 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 457 10 SH SOLE 0 0 10 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 955 22 SH SOLE 0 0 22 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 452 14 SH SOLE 0 0 14 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 453 5 SH SOLE 0 0 5 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 281 4 SH SOLE 0 0 4 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2775 8 SH SOLE 0 0 8 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2769 33 SH SOLE 0 0 33 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 22821 272 SH SOLE 0 0 272 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4345 48 SH SOLE 0 0 48 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 22200 64 SH SOLE 0 0 64 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1967 39 SH SOLE 0 0 39 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 919 8 SH SOLE 0 0 8 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3877 120 SH SOLE 0 0 120 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 8072 186 SH SOLE 0 0 186 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2036 29 SH SOLE 0 0 29 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3656 80 SH SOLE 0 0 80 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1264 18 SH SOLE 0 0 18 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 14222 41 SH SOLE 0 0 41 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4731 109 SH SOLE 0 0 109 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2423 75 SH SOLE 0 0 75 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1261 25 SH SOLE 0 0 25 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 14095 168 SH SOLE 0 0 168 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 689 6 SH SOLE 0 0 6 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2444 27 SH SOLE 0 0 27 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2422 53 SH SOLE 0 0 53 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2422 53 SH SOLE 0 0 53 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1866 37 SH SOLE 0 0 37 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 17344 50 SH SOLE 0 0 50 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 16612 198 SH SOLE 0 0 198 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2354 26 SH SOLE 0 0 26 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3845 119 SH SOLE 0 0 119 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1896 27 SH SOLE 0 0 27 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 43039 613 SH SOLE 0 0 613 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 39696 787 SH SOLE 0 0 787 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 12521 109 SH SOLE 0 0 109 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 64360 711 SH SOLE 0 0 711 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3651 52 SH SOLE 0 0 52 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 26680 318 SH SOLE 0 0 318 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 28791 83 SH SOLE 0 0 83 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3561 31 SH SOLE 0 0 31 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 7536 72 SH SOLE 0 0 72 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1269 31 SH SOLE 0 0 31 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1110 16 SH SOLE 0 0 16 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 16623 333 SH SOLE 0 0 333 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4707 52 SH SOLE 0 0 52 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 4797 60 SH SOLE 0 0 60 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3531 70 SH SOLE 0 0 70 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 2310 25 SH SOLE 0 0 25 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8558 102 SH SOLE 0 0 102 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1874 58 SH SOLE 0 0 58 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2344 54 SH SOLE 0 0 54 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 908 18 SH SOLE 0 0 18 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 843 12 SH SOLE 0 0 12 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7978 23 SH SOLE 0 0 23 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1901 21 SH SOLE 0 0 21 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1188 26 SH SOLE 0 0 26 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 15236 217 SH SOLE 0 0 217 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 14022 278 SH SOLE 0 0 278 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 136841 1631 SH SOLE 0 0 1631 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 142915 412 SH SOLE 0 0 412 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 22811 252 SH SOLE 0 0 252 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 4365 38 SH SOLE 0 0 38 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 25584 320 SH SOLE 0 0 320 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7978 23 SH SOLE 0 0 23 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 83061 990 SH SOLE 0 0 990 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 83945 242 SH SOLE 0 0 242 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 13436 294 SH SOLE 0 0 294 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 14574 161 SH SOLE 0 0 161 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 28731 662 SH SOLE 0 0 662 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 8004 114 SH SOLE 0 0 114 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 47742 664 SH SOLE 0 0 664 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 40524 483 SH SOLE 0 0 483 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 13940 334 SH SOLE 0 0 334 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 19456 310 SH SOLE 0 0 310 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 39578 1325 SH SOLE 0 0 1325 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 23833 457 SH SOLE 0 0 457 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 10487 453 SH SOLE 0 0 453 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 40559 922 SH SOLE 0 0 922 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 16058 497 SH SOLE 0 0 497 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 26460 840 SH SOLE 0 0 840 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5522 61 SH SOLE 0 0 61 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 6396 80 SH SOLE 0 0 80 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 41626 120 SH SOLE 0 0 120 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4388 87 SH SOLE 0 0 87 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4704 67 SH SOLE 0 0 67 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 40440 482 SH SOLE 0 0 482 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 27057 78 SH SOLE 0 0 78 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3089 44 SH SOLE 0 0 44 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3702 81 SH SOLE 0 0 81 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 26429 315 SH SOLE 0 0 315 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2926 58 SH SOLE 0 0 58 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4254 47 SH SOLE 0 0 47 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6944 160 SH SOLE 0 0 160 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 5783 179 SH SOLE 0 0 179 ISHARES CORE AGGRESSIVE ALLOCATION ETF AGGRES ALLOC ETF 464289859 4731 79 SH SOLE 0 0 79 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 19425 56 SH SOLE 0 0 56 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3393 105 SH SOLE 0 0 105 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 1762 21 SH SOLE 0 0 21 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 151 3 SH SOLE 0 0 3 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 1734 5 SH SOLE 0 0 5 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 388 12 SH SOLE 0 0 12 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 211 3 SH SOLE 0 0 3 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 274 6 SH SOLE 0 0 6 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 521 12 SH SOLE 0 0 12 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 807 16 SH SOLE 0 0 16 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2172 24 SH SOLE 0 0 24 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 632 9 SH SOLE 0 0 9 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 9481 113 SH SOLE 0 0 113 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1616 50 SH SOLE 0 0 50 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 9019 26 SH SOLE 0 0 26 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1554 34 SH SOLE 0 0 34 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3602 83 SH SOLE 0 0 83 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 1846 22 SH SOLE 0 0 22 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 1822 61 SH SOLE 0 0 61 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 1197 38 SH SOLE 0 0 38 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 941 15 SH SOLE 0 0 15 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 711 22 SH SOLE 0 0 22 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 5719 130 SH SOLE 0 0 130 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 2301 32 SH SOLE 0 0 32 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 584 14 SH SOLE 0 0 14 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 1043 20 SH SOLE 0 0 20 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 1111 48 SH SOLE 0 0 48 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4163 12 SH SOLE 0 0 12 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 454 9 SH SOLE 0 0 9 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 998 23 SH SOLE 0 0 23 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3859 46 SH SOLE 0 0 46 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 491 7 SH SOLE 0 0 7 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 548 12 SH SOLE 0 0 12 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7132 85 SH SOLE 0 0 85 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 996 11 SH SOLE 0 0 11 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 843 12 SH SOLE 0 0 12 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1119 14 SH SOLE 0 0 14 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 807 16 SH SOLE 0 0 16 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 353 5 SH SOLE 0 0 5 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 821 10 SH SOLE 0 0 10 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 336 8 SH SOLE 0 0 8 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 376 4 SH SOLE 0 0 4 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 2015 40 SH SOLE 0 0 40 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 285 7 SH SOLE 0 0 7 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 869 20 SH SOLE 0 0 20 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 698 22 SH SOLE 0 0 22 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 488 5 SH SOLE 0 0 5 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 461 10 SH SOLE 0 0 10 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 1050 10 SH SOLE 0 0 10 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 139 2 SH SOLE 0 0 2 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2670 32 SH SOLE 0 0 32 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 694 6 SH SOLE 0 0 6 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 303 6 SH SOLE 0 0 6 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2851 8 SH SOLE 0 0 8 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 9397 112 SH SOLE 0 0 112 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2100 65 SH SOLE 0 0 65 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1123 16 SH SOLE 0 0 16 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1325 29 SH SOLE 0 0 29 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1059 21 SH SOLE 0 0 21 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1448 16 SH SOLE 0 0 16 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 9713 28 SH SOLE 0 0 28 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2387 55 SH SOLE 0 0 55 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1942 28 SH SOLE 0 0 28 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 10625 132 SH SOLE 0 0 132 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 8982 278 SH SOLE 0 0 278 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 911 21 SH SOLE 0 0 21 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 421 6 SH SOLE 0 0 6 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 543 6 SH SOLE 0 0 6 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 453 5 SH SOLE 0 0 5 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 139 2 SH SOLE 0 0 2 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 411 9 SH SOLE 0 0 9 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 694 16 SH SOLE 0 0 16 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 582 18 SH SOLE 0 0 18 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2349 28 SH SOLE 0 0 28 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 281 4 SH SOLE 0 0 4 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2428 7 SH SOLE 0 0 7 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 164 4 SH SOLE 0 0 4 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3440 38 SH SOLE 0 0 38 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 27057 78 SH SOLE 0 0 78 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 26345 314 SH SOLE 0 0 314 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 4237 53 SH SOLE 0 0 53 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2976 59 SH SOLE 0 0 59 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2949 42 SH SOLE 0 0 42 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 14744 210 SH SOLE 0 0 210 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 13518 268 SH SOLE 0 0 268 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 4365 38 SH SOLE 0 0 38 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 132730 1582 SH SOLE 0 0 1582 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 22358 247 SH SOLE 0 0 247 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 138752 400 SH SOLE 0 0 400 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 24465 306 SH SOLE 0 0 306 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 13125 145 SH SOLE 0 0 145 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 92617 267 SH SOLE 0 0 267 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 18998 588 SH SOLE 0 0 588 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 10883 155 SH SOLE 0 0 155 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 9785 194 SH SOLE 0 0 194 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 12339 270 SH SOLE 0 0 270 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 22698 523 SH SOLE 0 0 523 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 919 8 SH SOLE 0 0 8 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 4797 60 SH SOLE 0 0 60 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4345 48 SH SOLE 0 0 48 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2808 40 SH SOLE 0 0 40 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2623 52 SH SOLE 0 0 52 ISHARES TRUST FALLEN ANGELS USD BD ETF FALN ANGLS USD 46435G474 345 14 SH SOLE 0 0 14 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 162 5 SH SOLE 0 0 5 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 362 4 SH SOLE 0 0 4 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 347 8 SH SOLE 0 0 8 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 755 9 SH SOLE 0 0 9 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 246 6 SH SOLE 0 0 6 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 229 5 SH SOLE 0 0 5 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 1041 3 SH SOLE 0 0 3 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 9366 27 SH SOLE 0 0 27 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1053 15 SH SOLE 0 0 15 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1177 13 SH SOLE 0 0 13 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1009 20 SH SOLE 0 0 20 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1439 18 SH SOLE 0 0 18 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8810 105 SH SOLE 0 0 105 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 554 6 SH SOLE 0 0 6 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 1354 23 SH SOLE 0 0 23 ISHARES INC CORE MSCI EMERGING MKTS ETF CORE MSCI EMKT 46434G103 638 13 SH SOLE 0 0 13 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 3792 10 SH SOLE 0 0 10 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 3974 43 SH SOLE 0 0 43 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 5210 114 SH SOLE 0 0 114 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 7981 247 SH SOLE 0 0 247 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5069 56 SH SOLE 0 0 56 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 12878 160 SH SOLE 0 0 160 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 8593 198 SH SOLE 0 0 198 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 35574 424 SH SOLE 0 0 424 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 36769 106 SH SOLE 0 0 106 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3884 77 SH SOLE 0 0 77 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 2636 42 SH SOLE 0 0 42 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 1435 62 SH SOLE 0 0 62 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5621 67 SH SOLE 0 0 67 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 6687 93 SH SOLE 0 0 93 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2165 67 SH SOLE 0 0 67 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 5675 129 SH SOLE 0 0 129 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 5556 186 SH SOLE 0 0 186 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 3390 65 SH SOLE 0 0 65 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 1962 47 SH SOLE 0 0 47 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 400 5 SH SOLE 0 0 5 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2014 24 SH SOLE 0 0 24 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2081 6 SH SOLE 0 0 6 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1685 24 SH SOLE 0 0 24 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1564 31 SH SOLE 0 0 31 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2798 35 SH SOLE 0 0 35 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 15857 189 SH SOLE 0 0 189 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 15956 46 SH SOLE 0 0 46 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2806 31 SH SOLE 0 0 31 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3298 76 SH SOLE 0 0 76 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1782 39 SH SOLE 0 0 39 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2811 87 SH SOLE 0 0 87 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 13528 39 SH SOLE 0 0 39 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1463 29 SH SOLE 0 0 29 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1545 22 SH SOLE 0 0 22 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 13172 157 SH SOLE 0 0 157 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2263 25 SH SOLE 0 0 25 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1648 51 SH SOLE 0 0 51 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7551 90 SH SOLE 0 0 90 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 807 16 SH SOLE 0 0 16 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1358 15 SH SOLE 0 0 15 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4166 96 SH SOLE 0 0 96 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 114607 1366 SH SOLE 0 0 1366 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 11299 224 SH SOLE 0 0 224 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 22706 284 SH SOLE 0 0 284 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3791 33 SH SOLE 0 0 33 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 18557 205 SH SOLE 0 0 205 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 118633 342 SH SOLE 0 0 342 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 11936 170 SH SOLE 0 0 170 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4111 49 SH SOLE 0 0 49 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 969 30 SH SOLE 0 0 30 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4163 12 SH SOLE 0 0 12 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 594 13 SH SOLE 0 0 13 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 454 9 SH SOLE 0 0 9 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1085 25 SH SOLE 0 0 25 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 562 8 SH SOLE 0 0 8 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 724 8 SH SOLE 0 0 8 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 33771 481 SH SOLE 0 0 481 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 113571 1411 SH SOLE 0 0 1411 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 63907 706 SH SOLE 0 0 706 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 376627 4489 SH SOLE 0 0 4489 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 33492 664 SH SOLE 0 0 664 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 123352 2471 SH SOLE 0 0 2471 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 126207 2908 SH SOLE 0 0 2908 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 48885 529 SH SOLE 0 0 529 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 17460 152 SH SOLE 0 0 152 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 64300 1407 SH SOLE 0 0 1407 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 67851 2100 SH SOLE 0 0 2100 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 377405 1088 SH SOLE 0 0 1088 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 32069 786 SH SOLE 0 0 786 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 10060 29 SH SOLE 0 0 29 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2082 23 SH SOLE 0 0 23 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1053 15 SH SOLE 0 0 15 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2294 71 SH SOLE 0 0 71 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 706 14 SH SOLE 0 0 14 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1280 28 SH SOLE 0 0 28 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 772 11 SH SOLE 0 0 11 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1325 41 SH SOLE 0 0 41 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7887 94 SH SOLE 0 0 94 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1358 15 SH SOLE 0 0 15 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2734 63 SH SOLE 0 0 63 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6041 72 SH SOLE 0 0 72 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 702 10 SH SOLE 0 0 10 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6244 18 SH SOLE 0 0 18 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 656 13 SH SOLE 0 0 13 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 959 12 SH SOLE 0 0 12 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 11717 102 SH SOLE 0 0 102 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 39879 568 SH SOLE 0 0 568 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 367314 4378 SH SOLE 0 0 4378 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 383302 1105 SH SOLE 0 0 1105 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 36720 728 SH SOLE 0 0 728 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 61554 680 SH SOLE 0 0 680 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 71475 894 SH SOLE 0 0 894 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 366 8 SH SOLE 0 0 8 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 181 2 SH SOLE 0 0 2 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 281 4 SH SOLE 0 0 4 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 303 6 SH SOLE 0 0 6 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 694 16 SH SOLE 0 0 16 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2775 8 SH SOLE 0 0 8 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2517 30 SH SOLE 0 0 30 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 582 18 SH SOLE 0 0 18 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1608 14 SH SOLE 0 0 14 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 8509 94 SH SOLE 0 0 94 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5246 104 SH SOLE 0 0 104 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 51347 612 SH SOLE 0 0 612 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 19968 238 SH SOLE 0 0 238 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3892 43 SH SOLE 0 0 43 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 919 8 SH SOLE 0 0 8 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 7118 164 SH SOLE 0 0 164 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3245 71 SH SOLE 0 0 71 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1755 25 SH SOLE 0 0 25 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1715 34 SH SOLE 0 0 34 BARCLAYS BK PLC IPATH S&P MLP ETN CALLABLE PUTTABLE NOT RATED DUE 09/25/2042 IPATH S&P MLP 06742A750 1482 105 SH SOLE 0 0 105 ISHARES CORE AGGRESSIVE ALLOCATION ETF AGGRES ALLOC ETF 464289859 1477 25 SH SOLE 0 0 25 FEDEX CORP COM USD0.10 COM 31428X106 228 1 SH SOLE 0 0 1 DOCUSIGN INC COM COM 256163106 57 1 SH SOLE 0 0 1 FORD MTR CO DEL COM COM 345370860 716 64 SH SOLE 0 0 64 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1448 16 SH SOLE 0 0 16 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1417 31 SH SOLE 0 0 31 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1110 22 SH SOLE 0 0 22 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 9313 111 SH SOLE 0 0 111 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2387 55 SH SOLE 0 0 55 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 10060 29 SH SOLE 0 0 29 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1123 16 SH SOLE 0 0 16 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2068 64 SH SOLE 0 0 64 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4509 13 SH SOLE 0 0 13 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 404 8 SH SOLE 0 0 8 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 731 16 SH SOLE 0 0 16 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 743 23 SH SOLE 0 0 23 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1519 35 SH SOLE 0 0 35 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 421 6 SH SOLE 0 0 6 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4447 53 SH SOLE 0 0 53 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 996 11 SH SOLE 0 0 11 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7631 22 SH SOLE 0 0 22 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 807 16 SH SOLE 0 0 16 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 843 12 SH SOLE 0 0 12 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1199 15 SH SOLE 0 0 15 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 543 6 SH SOLE 0 0 6 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 840 26 SH SOLE 0 0 26 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 28423 314 SH SOLE 0 0 314 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 29790 922 SH SOLE 0 0 922 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 21994 238 SH SOLE 0 0 238 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 54213 1086 SH SOLE 0 0 1086 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 169310 2018 SH SOLE 0 0 2018 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 29111 637 SH SOLE 0 0 637 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 50950 633 SH SOLE 0 0 633 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 14527 288 SH SOLE 0 0 288 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 7467 65 SH SOLE 0 0 65 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 14158 347 SH SOLE 0 0 347 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 54814 1263 SH SOLE 0 0 1263 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 169624 489 SH SOLE 0 0 489 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 15165 216 SH SOLE 0 0 216 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1919 24 SH SOLE 0 0 24 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1009 20 SH SOLE 0 0 20 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 11447 33 SH SOLE 0 0 33 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2535 28 SH SOLE 0 0 28 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 11410 136 SH SOLE 0 0 136 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1053 15 SH SOLE 0 0 15 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 13762 270 SH SOLE 0 0 270 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 78245 1372 SH SOLE 0 0 1372 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1919 42 SH SOLE 0 0 42 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3581 51 SH SOLE 0 0 51 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 23472 254 SH SOLE 0 0 254 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 123603 326 SH SOLE 0 0 326 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 39817 1666 SH SOLE 0 0 1666 ISHARES S&P MIDCAP 400 INDEX FUND CORE S&P MCP ETF 464287507 9728 43 SH SOLE 0 0 43 VANGUARD ENERGY INDEX FUND ENERGY ETF 92204A306 796 8 SH SOLE 0 0 8 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 634 7 SH SOLE 0 0 7 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 5393 118 SH SOLE 0 0 118 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 4243 104 SH SOLE 0 0 104 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 4621 50 SH SOLE 0 0 50 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 13921 133 SH SOLE 0 0 133 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 6535 143 SH SOLE 0 0 143 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 10503 242 SH SOLE 0 0 242 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 2538 62 SH SOLE 0 0 62 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4338 86 SH SOLE 0 0 86 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6336 70 SH SOLE 0 0 70 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 6662 58 SH SOLE 0 0 58 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 39778 115 SH SOLE 0 0 115 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 35658 425 SH SOLE 0 0 425 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4564 65 SH SOLE 0 0 65 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 25859 518 SH SOLE 0 0 518 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 30958 342 SH SOLE 0 0 342 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 51689 1191 SH SOLE 0 0 1191 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 10196 147 SH SOLE 0 0 147 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 9994 87 SH SOLE 0 0 87 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 43715 1353 SH SOLE 0 0 1353 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 20479 406 SH SOLE 0 0 406 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 12118 296 SH SOLE 0 0 296 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 164108 1956 SH SOLE 0 0 1956 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 21906 312 SH SOLE 0 0 312 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 185581 535 SH SOLE 0 0 535 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 29157 638 SH SOLE 0 0 638 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 555 11 SH SOLE 0 0 11 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 491 12 SH SOLE 0 0 12 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3943 47 SH SOLE 0 0 47 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4163 12 SH SOLE 0 0 12 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 640 8 SH SOLE 0 0 8 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 140 2 SH SOLE 0 0 2 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1267 14 SH SOLE 0 0 14 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 88598 1056 SH SOLE 0 0 1056 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1034 9 SH SOLE 0 0 9 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 20813 60 SH SOLE 0 0 60 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1866 37 SH SOLE 0 0 37 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3530 39 SH SOLE 0 0 39 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 20639 246 SH SOLE 0 0 246 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6901 159 SH SOLE 0 0 159 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1896 27 SH SOLE 0 0 27 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3519 77 SH SOLE 0 0 77 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3716 115 SH SOLE 0 0 115 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 58023 1319 SH SOLE 0 0 1319 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 23583 328 SH SOLE 0 0 328 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 18490 619 SH SOLE 0 0 619 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 10482 201 SH SOLE 0 0 201 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 19129 228 SH SOLE 0 0 228 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 11205 484 SH SOLE 0 0 484 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 7270 225 SH SOLE 0 0 225 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 6094 146 SH SOLE 0 0 146 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 9477 151 SH SOLE 0 0 151 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 12128 385 SH SOLE 0 0 385 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 32302 385 SH SOLE 0 0 385 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 5850 128 SH SOLE 0 0 128 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 10156 234 SH SOLE 0 0 234 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3884 77 SH SOLE 0 0 77 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6246 69 SH SOLE 0 0 69 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2183 19 SH SOLE 0 0 19 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 36422 105 SH SOLE 0 0 105 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1942 28 SH SOLE 0 0 28 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 2825 69 SH SOLE 0 0 69 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 7948 246 SH SOLE 0 0 246 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4423 63 SH SOLE 0 0 63 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 370 4 SH SOLE 0 0 4 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 3754 92 SH SOLE 0 0 92 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4002 57 SH SOLE 0 0 57 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3469 10 SH SOLE 0 0 10 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3859 46 SH SOLE 0 0 46 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 640 8 SH SOLE 0 0 8 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 353 7 SH SOLE 0 0 7 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 724 8 SH SOLE 0 0 8 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 ISHARES TR RUS MD CP GR ETF RUS MD CP GR ETF 464287481 5229 66 SH SOLE 0 0 66 ISHARES TR RUS 1000 GRW ETF RUS 1000 GRW ETF 464287614 14653 67 SH SOLE 0 0 67 ISHARES TR MSCI ACWI EX US MSCI ACWI EX US 464288240 13140 292 SH SOLE 0 0 292 SPDR PORTFOLIO S&P 500 ETF PORTFOLIO S&P500 78464A854 16184 365 SH SOLE 0 0 365 ISHARES TR RUS MID CAP ETF RUS MID CAP ETF 464287499 6337 98 SH SOLE 0 0 98 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 16317 505 SH SOLE 0 0 505 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 19707 314 SH SOLE 0 0 314 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 41175 936 SH SOLE 0 0 936 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 40175 1345 SH SOLE 0 0 1345 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 41111 490 SH SOLE 0 0 490 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 14149 339 SH SOLE 0 0 339 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 26838 852 SH SOLE 0 0 852 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 24198 464 SH SOLE 0 0 464 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 10649 460 SH SOLE 0 0 460 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 48461 674 SH SOLE 0 0 674 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 119929 1668 SH SOLE 0 0 1668 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 48262 769 SH SOLE 0 0 769 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 99673 1188 SH SOLE 0 0 1188 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 57261 1098 SH SOLE 0 0 1098 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 37286 1154 SH SOLE 0 0 1154 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 97735 3272 SH SOLE 0 0 3272 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 64922 2061 SH SOLE 0 0 2061 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 34058 816 SH SOLE 0 0 816 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 958 19 SH SOLE 0 0 19 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1051 23 SH SOLE 0 0 23 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 843 12 SH SOLE 0 0 12 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7631 22 SH SOLE 0 0 22 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2040 47 SH SOLE 0 0 47 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2376 52 SH SOLE 0 0 52 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2806 31 SH SOLE 0 0 31 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1866 37 SH SOLE 0 0 37 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4071 126 SH SOLE 0 0 126 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4644 107 SH SOLE 0 0 107 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 17032 203 SH SOLE 0 0 203 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1896 27 SH SOLE 0 0 27 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 16997 49 SH SOLE 0 0 49 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 91576 264 SH SOLE 0 0 264 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 11858 131 SH SOLE 0 0 131 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 9785 194 SH SOLE 0 0 194 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 13432 168 SH SOLE 0 0 168 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 88263 1052 SH SOLE 0 0 1052 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 10602 151 SH SOLE 0 0 151 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 353 7 SH SOLE 0 0 7 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1389 32 SH SOLE 0 0 32 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 679 21 SH SOLE 0 0 21 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 640 14 SH SOLE 0 0 14 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3943 47 SH SOLE 0 0 47 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4163 12 SH SOLE 0 0 12 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 724 8 SH SOLE 0 0 8 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 7061 78 SH SOLE 0 0 78 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 40775 486 SH SOLE 0 0 486 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 42319 122 SH SOLE 0 0 122 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4136 82 SH SOLE 0 0 82 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 7515 94 SH SOLE 0 0 94 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1378 12 SH SOLE 0 0 12 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1508 33 SH SOLE 0 0 33 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1160 23 SH SOLE 0 0 23 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 10488 125 SH SOLE 0 0 125 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2908 67 SH SOLE 0 0 67 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3480 69 SH SOLE 0 0 69 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2457 35 SH SOLE 0 0 35 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 27404 79 SH SOLE 0 0 79 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4798 53 SH SOLE 0 0 53 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1760 43 SH SOLE 0 0 43 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 25338 302 SH SOLE 0 0 302 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 919 8 SH SOLE 0 0 8 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 4237 53 SH SOLE 0 0 53 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1040 15 SH SOLE 0 0 15 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 454 9 SH SOLE 0 0 9 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4782 57 SH SOLE 0 0 57 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 823 18 SH SOLE 0 0 18 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 421 6 SH SOLE 0 0 6 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5203 15 SH SOLE 0 0 15 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 840 26 SH SOLE 0 0 26 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1693 39 SH SOLE 0 0 39 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 958 19 SH SOLE 0 0 19 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 11159 133 SH SOLE 0 0 133 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2444 27 SH SOLE 0 0 27 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 11794 34 SH SOLE 0 0 34 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1759 22 SH SOLE 0 0 22 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 983 14 SH SOLE 0 0 14 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1325 41 SH SOLE 0 0 41 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 555 11 SH SOLE 0 0 11 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 2093 26 SH SOLE 0 0 26 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7383 88 SH SOLE 0 0 88 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5687 81 SH SOLE 0 0 81 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 9594 120 SH SOLE 0 0 120 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 53766 155 SH SOLE 0 0 155 ISHARES U.S. HEALTHCARE ETF US HLTHCARE ETF 464287762 5378 20 SH SOLE 0 0 20 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6517 72 SH SOLE 0 0 72 ISHARES TR EXPND TEC SC ETF EXPND TEC SC ETF 464287549 7949 27 SH SOLE 0 0 27 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 41972 121 SH SOLE 0 0 121 ISHARES RUSSELL 1000 INDEX FUND RUS 1000 ETF 464287622 5194 25 SH SOLE 0 0 25 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 41698 497 SH SOLE 0 0 497 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 5083 55 SH SOLE 0 0 55 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 632 9 SH SOLE 0 0 9 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 277 4 SH SOLE 0 0 4 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 777 17 SH SOLE 0 0 17 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1345 31 SH SOLE 0 0 31 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4363 52 SH SOLE 0 0 52 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4856 14 SH SOLE 0 0 14 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 555 11 SH SOLE 0 0 11 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1034 32 SH SOLE 0 0 32 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 368 9 SH SOLE 0 0 9 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 800 10 SH SOLE 0 0 10 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 421 6 SH SOLE 0 0 6 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 454 9 SH SOLE 0 0 9 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 724 8 SH SOLE 0 0 8 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4509 13 SH SOLE 0 0 13 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4279 51 SH SOLE 0 0 51 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 26363 76 SH SOLE 0 0 76 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1149 10 SH SOLE 0 0 10 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4204 92 SH SOLE 0 0 92 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 26177 312 SH SOLE 0 0 312 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2219 44 SH SOLE 0 0 44 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7467 89 SH SOLE 0 0 89 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 6740 96 SH SOLE 0 0 96 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 58898 702 SH SOLE 0 0 702 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 9354 117 SH SOLE 0 0 117 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 60704 175 SH SOLE 0 0 175 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6305 125 SH SOLE 0 0 125 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 8147 90 SH SOLE 0 0 90 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 452 14 SH SOLE 0 0 14 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 628 6 SH SOLE 0 0 6 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 277 3 SH SOLE 0 0 3 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 362 4 SH SOLE 0 0 4 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 1348 27 SH SOLE 0 0 27 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 139 2 SH SOLE 0 0 2 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 320 7 SH SOLE 0 0 7 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 1846 22 SH SOLE 0 0 22 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 204 5 SH SOLE 0 0 5 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 563 7 SH SOLE 0 0 7 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 281 4 SH SOLE 0 0 4 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 164 4 SH SOLE 0 0 4 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2081 6 SH SOLE 0 0 6 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 564 13 SH SOLE 0 0 13 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 5399 47 SH SOLE 0 0 47 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 168584 486 SH SOLE 0 0 486 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 163018 1943 SH SOLE 0 0 1943 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 16494 327 SH SOLE 0 0 327 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 16921 241 SH SOLE 0 0 241 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 26251 290 SH SOLE 0 0 290 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 32380 405 SH SOLE 0 0 405 SPDR GOLD TR GOLD SHS GOLD SHS 78463V107 2190 13 SH SOLE 0 0 13 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 26710 77 SH SOLE 0 0 77 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 3468 85 SH SOLE 0 0 85 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 23027 220 SH SOLE 0 0 220 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3621 40 SH SOLE 0 0 40 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6814 157 SH SOLE 0 0 157 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 7083 88 SH SOLE 0 0 88 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 21853 63 SH SOLE 0 0 63 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3683 114 SH SOLE 0 0 114 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 30751 616 SH SOLE 0 0 616 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1883 46 SH SOLE 0 0 46 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 20052 239 SH SOLE 0 0 239 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 9304 81 SH SOLE 0 0 81 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 3604 39 SH SOLE 0 0 39 ISHARES TRUST FALLEN ANGELS USD BD ETF FALN ANGLS USD 46435G474 3570 145 SH SOLE 0 0 145 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 3537 51 SH SOLE 0 0 51 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3480 69 SH SOLE 0 0 69 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3862 55 SH SOLE 0 0 55 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 40932 118 SH SOLE 0 0 118 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 7242 80 SH SOLE 0 0 80 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 40859 487 SH SOLE 0 0 487 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 6627 145 SH SOLE 0 0 145 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 14148 326 SH SOLE 0 0 326 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1838 16 SH SOLE 0 0 16 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 7141 221 SH SOLE 0 0 221 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 151 3 SH SOLE 0 0 3 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 320 7 SH SOLE 0 0 7 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 211 3 SH SOLE 0 0 3 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 434 10 SH SOLE 0 0 10 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 1594 19 SH SOLE 0 0 19 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 181 2 SH SOLE 0 0 2 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 1734 5 SH SOLE 0 0 5 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 388 12 SH SOLE 0 0 12 COCA-COLA CO COM 191216100 5096 81 SH SOLE 0 0 81 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 72035 901 SH SOLE 0 0 901 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 27471 671 SH SOLE 0 0 671 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 59217 1174 SH SOLE 0 0 1174 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 19143 276 SH SOLE 0 0 276 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 42758 609 SH SOLE 0 0 609 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 423863 5052 SH SOLE 0 0 5052 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 76761 848 SH SOLE 0 0 848 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 467247 1347 SH SOLE 0 0 1347 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 18494 161 SH SOLE 0 0 161 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2559 56 SH SOLE 0 0 56 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2649 82 SH SOLE 0 0 82 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 15773 188 SH SOLE 0 0 188 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 15263 44 SH SOLE 0 0 44 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2987 33 SH SOLE 0 0 33 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5555 128 SH SOLE 0 0 128 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 689 6 SH SOLE 0 0 6 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1311 26 SH SOLE 0 0 26 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1404 20 SH SOLE 0 0 20 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5069 56 SH SOLE 0 0 56 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1526 22 SH SOLE 0 0 22 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1608 14 SH SOLE 0 0 14 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 6914 214 SH SOLE 0 0 214 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 8376 193 SH SOLE 0 0 193 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3228 64 SH SOLE 0 0 64 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 2006 49 SH SOLE 0 0 49 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4753 104 SH SOLE 0 0 104 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 26093 311 SH SOLE 0 0 311 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 29138 84 SH SOLE 0 0 84 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3440 49 SH SOLE 0 0 49 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 453 5 SH SOLE 0 0 5 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 679 21 SH SOLE 0 0 21 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 353 7 SH SOLE 0 0 7 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 1362 57 SH SOLE 0 0 57 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 816 16 SH SOLE 0 0 16 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 1597 28 SH SOLE 0 0 28 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 2275 6 SH SOLE 0 0 6 ISHARES TR MBS ETF MBS ETF 464288588 390 4 SH SOLE 0 0 4 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 879 11 SH SOLE 0 0 11 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 208 3 SH SOLE 0 0 3 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5550 16 SH SOLE 0 0 16 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5118 61 SH SOLE 0 0 61 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 706 14 SH SOLE 0 0 14 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 491 7 SH SOLE 0 0 7 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 287 7 SH SOLE 0 0 7 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3077 61 SH SOLE 0 0 61 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3892 43 SH SOLE 0 0 43 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 3838 48 SH SOLE 0 0 48 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 23588 68 SH SOLE 0 0 68 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 21562 257 SH SOLE 0 0 257 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2036 29 SH SOLE 0 0 29 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1034 9 SH SOLE 0 0 9 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 971 14 SH SOLE 0 0 14 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 901 22 SH SOLE 0 0 22 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 485 15 SH SOLE 0 0 15 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 362 4 SH SOLE 0 0 4 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 1846 22 SH SOLE 0 0 22 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 366 8 SH SOLE 0 0 8 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 608 14 SH SOLE 0 0 14 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 139 2 SH SOLE 0 0 2 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 281 4 SH SOLE 0 0 4 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2428 7 SH SOLE 0 0 7 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 164 4 SH SOLE 0 0 4 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1828 40 SH SOLE 0 0 40 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 11243 134 SH SOLE 0 0 134 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 843 12 SH SOLE 0 0 12 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4166 96 SH SOLE 0 0 96 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1906 59 SH SOLE 0 0 59 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2535 28 SH SOLE 0 0 28 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 10753 31 SH SOLE 0 0 31 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 1121 22 SH SOLE 0 0 22 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 912 16 SH SOLE 0 0 16 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 1769 74 SH SOLE 0 0 74 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 1517 4 SH SOLE 0 0 4 ISHARES TR MBS ETF MBS ETF 464288588 682 7 SH SOLE 0 0 7 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 185 2 SH SOLE 0 0 2 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 14761 323 SH SOLE 0 0 323 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 91576 264 SH SOLE 0 0 264 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 90780 1082 SH SOLE 0 0 1082 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 7869 156 SH SOLE 0 0 156 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 8776 125 SH SOLE 0 0 125 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 15476 479 SH SOLE 0 0 479 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3906 34 SH SOLE 0 0 34 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 15932 176 SH SOLE 0 0 176 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 31422 724 SH SOLE 0 0 724 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3446 30 SH SOLE 0 0 30 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 77943 929 SH SOLE 0 0 929 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 13669 151 SH SOLE 0 0 151 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 78395 226 SH SOLE 0 0 226 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 12613 276 SH SOLE 0 0 276 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 7442 106 SH SOLE 0 0 106 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6709 133 SH SOLE 0 0 133 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 13570 420 SH SOLE 0 0 420 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 26951 621 SH SOLE 0 0 621 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 15605 186 SH SOLE 0 0 186 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 15956 46 SH SOLE 0 0 46 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4493 64 SH SOLE 0 0 64 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 6076 76 SH SOLE 0 0 76 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4564 65 SH SOLE 0 0 65 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4237 84 SH SOLE 0 0 84 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5160 57 SH SOLE 0 0 57 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 39197 113 SH SOLE 0 0 113 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 38762 462 SH SOLE 0 0 462 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 4066 44 SH SOLE 0 0 44 ISHARES TR MBS ETF MBS ETF 464288588 390 4 SH SOLE 0 0 4 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 370 4 SH SOLE 0 0 4 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 1540 27 SH SOLE 0 0 27 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 2654 7 SH SOLE 0 0 7 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 866 17 SH SOLE 0 0 17 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 1386 58 SH SOLE 0 0 58 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3168 35 SH SOLE 0 0 35 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4330 134 SH SOLE 0 0 134 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5208 120 SH SOLE 0 0 120 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 20466 59 SH SOLE 0 0 59 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 19968 238 SH SOLE 0 0 238 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2742 60 SH SOLE 0 0 60 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2387 34 SH SOLE 0 0 34 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2270 45 SH SOLE 0 0 45 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7631 22 SH SOLE 0 0 22 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2778 64 SH SOLE 0 0 64 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 702 10 SH SOLE 0 0 10 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1325 29 SH SOLE 0 0 29 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1358 15 SH SOLE 0 0 15 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 656 13 SH SOLE 0 0 13 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7719 92 SH SOLE 0 0 92 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1422 44 SH SOLE 0 0 44 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 416 6 SH SOLE 0 0 6 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1331 26 SH SOLE 0 0 26 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1188 26 SH SOLE 0 0 26 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 562 8 SH SOLE 0 0 8 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1267 14 SH SOLE 0 0 14 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 571 14 SH SOLE 0 0 14 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 2496 50 SH SOLE 0 0 50 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6938 20 SH SOLE 0 0 20 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1109 12 SH SOLE 0 0 12 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2517 58 SH SOLE 0 0 58 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 14726 295 SH SOLE 0 0 295 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 61415 732 SH SOLE 0 0 732 ISHARES TR 10-20 YR TRS ETF 10-20 YR TRS ETF 464288653 1562 13 SH SOLE 0 0 13 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 63132 182 SH SOLE 0 0 182 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 10229 113 SH SOLE 0 0 113 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 18737 410 SH SOLE 0 0 410 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 20129 623 SH SOLE 0 0 623 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 9937 197 SH SOLE 0 0 197 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 20276 224 SH SOLE 0 0 224 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 5054 44 SH SOLE 0 0 44 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 115782 1380 SH SOLE 0 0 1380 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 11093 158 SH SOLE 0 0 158 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 116552 336 SH SOLE 0 0 336 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 40058 923 SH SOLE 0 0 923 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 14569 42 SH SOLE 0 0 42 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1545 22 SH SOLE 0 0 22 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1810 20 SH SOLE 0 0 20 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 14095 168 SH SOLE 0 0 168 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1564 31 SH SOLE 0 0 31 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2319 29 SH SOLE 0 0 29 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 58730 700 SH SOLE 0 0 700 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 15060 347 SH SOLE 0 0 347 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 7232 103 SH SOLE 0 0 103 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 61745 178 SH SOLE 0 0 178 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2528 36 SH SOLE 0 0 36 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4459 138 SH SOLE 0 0 138 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 9071 209 SH SOLE 0 0 209 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4617 51 SH SOLE 0 0 51 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 898 22 SH SOLE 0 0 22 ISHARES TRUST FALLEN ANGELS USD BD ETF FALN ANGLS USD 46435G474 911 37 SH SOLE 0 0 37 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5550 16 SH SOLE 0 0 16 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 5966 57 SH SOLE 0 0 57 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 832 9 SH SOLE 0 0 9 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1823 42 SH SOLE 0 0 42 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 905 28 SH SOLE 0 0 28 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2412 21 SH SOLE 0 0 21 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 614 15 SH SOLE 0 0 15 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 1771 22 SH SOLE 0 0 22 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 8037 161 SH SOLE 0 0 161 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5034 60 SH SOLE 0 0 60 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1280 28 SH SOLE 0 0 28 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 902 13 SH SOLE 0 0 13 APPLE INC COM 037833100 15996 117 SH SOLE 0 0 117 NVIDIA CORPORATION COM COM 67066G104 2729 18 SH SOLE 0 0 18 HOME DEPOT INC COM 437076102 6308 23 SH SOLE 0 0 23 INTUITIVE SURGICAL INC COM NEW 46120E602 3011 15 SH SOLE 0 0 15 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 12019 263 SH SOLE 0 0 263 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 4020 35 SH SOLE 0 0 35 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 8776 125 SH SOLE 0 0 125 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 12401 137 SH SOLE 0 0 137 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 65694 783 SH SOLE 0 0 783 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 17512 542 SH SOLE 0 0 542 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 20919 482 SH SOLE 0 0 482 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 8070 160 SH SOLE 0 0 160 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 4872 119 SH SOLE 0 0 119 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 74232 214 SH SOLE 0 0 214 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 27268 325 SH SOLE 0 0 325 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4342 95 SH SOLE 0 0 95 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 9548 220 SH SOLE 0 0 220 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5069 56 SH SOLE 0 0 56 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4588 142 SH SOLE 0 0 142 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1264 11 SH SOLE 0 0 11 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2320 46 SH SOLE 0 0 46 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2457 35 SH SOLE 0 0 35 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2247 32 SH SOLE 0 0 32 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4159 91 SH SOLE 0 0 91 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 24282 70 SH SOLE 0 0 70 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 8593 198 SH SOLE 0 0 198 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4073 45 SH SOLE 0 0 45 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2068 41 SH SOLE 0 0 41 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 24331 290 SH SOLE 0 0 290 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4491 139 SH SOLE 0 0 139 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1149 10 SH SOLE 0 0 10 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 7334 102 SH SOLE 0 0 102 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 2087 50 SH SOLE 0 0 50 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6125 73 SH SOLE 0 0 73 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2359 73 SH SOLE 0 0 73 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 3494 67 SH SOLE 0 0 67 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 4001 127 SH SOLE 0 0 127 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 2950 47 SH SOLE 0 0 47 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 6004 201 SH SOLE 0 0 201 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 983 14 SH SOLE 0 0 14 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1267 14 SH SOLE 0 0 14 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1906 59 SH SOLE 0 0 59 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 908 18 SH SOLE 0 0 18 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 8325 24 SH SOLE 0 0 24 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2170 50 SH SOLE 0 0 50 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8138 97 SH SOLE 0 0 97 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2474 57 SH SOLE 0 0 57 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 10236 122 SH SOLE 0 0 122 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1123 16 SH SOLE 0 0 16 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2229 69 SH SOLE 0 0 69 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 3622 45 SH SOLE 0 0 45 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1109 12 SH SOLE 0 0 12 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1371 30 SH SOLE 0 0 30 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1059 21 SH SOLE 0 0 21 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1061 26 SH SOLE 0 0 26 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1358 15 SH SOLE 0 0 15 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 10060 29 SH SOLE 0 0 29 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 28508 905 SH SOLE 0 0 905 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 14900 357 SH SOLE 0 0 357 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 52487 730 SH SOLE 0 0 730 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 24980 479 SH SOLE 0 0 479 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 16898 523 SH SOLE 0 0 523 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 43460 518 SH SOLE 0 0 518 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 42774 1432 SH SOLE 0 0 1432 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 21025 335 SH SOLE 0 0 335 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 1769 74 SH SOLE 0 0 74 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 1517 4 SH SOLE 0 0 4 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 1121 22 SH SOLE 0 0 22 ISHARES TR MBS ETF MBS ETF 464288588 682 7 SH SOLE 0 0 7 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 912 16 SH SOLE 0 0 16 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 185 2 SH SOLE 0 0 2 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 139 2 SH SOLE 0 0 2 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 837 8 SH SOLE 0 0 8 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 1448 29 SH SOLE 0 0 29 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 164 4 SH SOLE 0 0 4 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 366 8 SH SOLE 0 0 8 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 563 7 SH SOLE 0 0 7 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3272 39 SH SOLE 0 0 39 ISHARES CORE AGGRESSIVE ALLOCATION ETF AGGRES ALLOC ETF 464289859 3 0 SH SOLE 0 0 0 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 781 18 SH SOLE 0 0 18 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 457 10 SH SOLE 0 0 10 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3122 9 SH SOLE 0 0 9 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4163 12 SH SOLE 0 0 12 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 453 5 SH SOLE 0 0 5 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 421 6 SH SOLE 0 0 6 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 640 8 SH SOLE 0 0 8 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3943 47 SH SOLE 0 0 47 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 454 9 SH SOLE 0 0 9 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 914 20 SH SOLE 0 0 20 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5203 15 SH SOLE 0 0 15 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5202 62 SH SOLE 0 0 62 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 491 7 SH SOLE 0 0 7 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1693 39 SH SOLE 0 0 39 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 905 28 SH SOLE 0 0 28 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 454 9 SH SOLE 0 0 9 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4509 13 SH SOLE 0 0 13 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 421 6 SH SOLE 0 0 6 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1389 32 SH SOLE 0 0 32 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5202 62 SH SOLE 0 0 62 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1267 14 SH SOLE 0 0 14 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 731 16 SH SOLE 0 0 16 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1099 34 SH SOLE 0 0 34 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 605 12 SH SOLE 0 0 12 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1723 15 SH SOLE 0 0 15 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6155 68 SH SOLE 0 0 68 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 6156 77 SH SOLE 0 0 77 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1595 23 SH SOLE 0 0 23 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1638 40 SH SOLE 0 0 40 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 208 3 SH SOLE 0 0 3 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 246 6 SH SOLE 0 0 6 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3816 11 SH SOLE 0 0 11 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 800 10 SH SOLE 0 0 10 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 504 10 SH SOLE 0 0 10 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 634 7 SH SOLE 0 0 7 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3608 43 SH SOLE 0 0 43 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6336 146 SH SOLE 0 0 146 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3892 43 SH SOLE 0 0 43 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 25669 74 SH SOLE 0 0 74 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2879 41 SH SOLE 0 0 41 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3565 78 SH SOLE 0 0 78 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2825 56 SH SOLE 0 0 56 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 24918 297 SH SOLE 0 0 297 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 5719 177 SH SOLE 0 0 177 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 5460 87 SH SOLE 0 0 87 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 6993 222 SH SOLE 0 0 222 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 3506 84 SH SOLE 0 0 84 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 33476 761 SH SOLE 0 0 761 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 10991 131 SH SOLE 0 0 131 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 10664 357 SH SOLE 0 0 357 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 6459 279 SH SOLE 0 0 279 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4200 130 SH SOLE 0 0 130 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 6049 116 SH SOLE 0 0 116 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 13589 189 SH SOLE 0 0 189 ISHARES CORE AGGRESSIVE ALLOCATION ETF AGGRES ALLOC ETF 464289859 5690 95 SH SOLE 0 0 95 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2391 74 SH SOLE 0 0 74 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1554 34 SH SOLE 0 0 34 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1211 24 SH SOLE 0 0 24 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 11100 32 SH SOLE 0 0 32 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1264 18 SH SOLE 0 0 18 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2558 32 SH SOLE 0 0 32 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1755 25 SH SOLE 0 0 25 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2082 23 SH SOLE 0 0 23 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1665 33 SH SOLE 0 0 33 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 632 9 SH SOLE 0 0 9 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1228 38 SH SOLE 0 0 38 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1562 36 SH SOLE 0 0 36 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 996 11 SH SOLE 0 0 11 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 823 18 SH SOLE 0 0 18 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5550 16 SH SOLE 0 0 16 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5873 70 SH SOLE 0 0 70 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 656 13 SH SOLE 0 0 13 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4564 65 SH SOLE 0 0 65 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 7981 247 SH SOLE 0 0 247 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4136 82 SH SOLE 0 0 82 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 9678 223 SH SOLE 0 0 223 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 36769 106 SH SOLE 0 0 106 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 2088 51 SH SOLE 0 0 51 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 5804 127 SH SOLE 0 0 127 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 32050 382 SH SOLE 0 0 382 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1838 16 SH SOLE 0 0 16 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5974 66 SH SOLE 0 0 66 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 2011 29 SH SOLE 0 0 29 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1583 49 SH SOLE 0 0 49 SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF NUVEEN BLMBRG SH 78468R739 26040 551 SH SOLE 0 0 551 ISHARES TR ESG MSCI EM LDRS ESG MSCI EM LDRS 46436E601 16323 344 SH SOLE 0 0 344 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 49571 993 SH SOLE 0 0 993 ISHARES TR MSCI INTL VLU FT MSCI INTL VLU FT 46435G409 21027 948 SH SOLE 0 0 948 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF BBG CONV SEC ETF 78464A359 4067 63 SH SOLE 0 0 63 ISHARES TR 10-20 YR TRS ETF 10-20 YR TRS ETF 464288653 13817 115 SH SOLE 0 0 115 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 13669 151 SH SOLE 0 0 151 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 60828 725 SH SOLE 0 0 725 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1194 17 SH SOLE 0 0 17 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 10756 128 SH SOLE 0 0 128 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 769 7 SH SOLE 0 0 7 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 11785 34 SH SOLE 0 0 34 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2772 86 SH SOLE 0 0 86 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1884 41 SH SOLE 0 0 41 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3543 82 SH SOLE 0 0 82 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2543 28 SH SOLE 0 0 28 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1229 30 SH SOLE 0 0 30 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2354 26 SH SOLE 0 0 26 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1211 24 SH SOLE 0 0 24 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 13592 162 SH SOLE 0 0 162 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 4143 83 SH SOLE 0 0 83 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1142 28 SH SOLE 0 0 28 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1194 17 SH SOLE 0 0 17 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1756 19 SH SOLE 0 0 19 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4600 106 SH SOLE 0 0 106 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 13528 39 SH SOLE 0 0 39 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2376 52 SH SOLE 0 0 52 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2326 72 SH SOLE 0 0 72 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 4185 52 SH SOLE 0 0 52 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2444 27 SH SOLE 0 0 27 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 15941 190 SH SOLE 0 0 190 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2331 51 SH SOLE 0 0 51 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 16650 48 SH SOLE 0 0 48 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4253 98 SH SOLE 0 0 98 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1765 35 SH SOLE 0 0 35 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3813 118 SH SOLE 0 0 118 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1896 27 SH SOLE 0 0 27 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 765 32 SH SOLE 0 0 32 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 1426 25 SH SOLE 0 0 25 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 462 5 SH SOLE 0 0 5 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 3033 8 SH SOLE 0 0 8 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 12601 390 SH SOLE 0 0 390 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 8180 179 SH SOLE 0 0 179 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 8780 97 SH SOLE 0 0 97 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6507 129 SH SOLE 0 0 129 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 1707 29 SH SOLE 0 0 29 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 647 7 SH SOLE 0 0 7 ISHARES INC CORE MSCI EMERGING MKTS ETF CORE MSCI EMKT 46434G103 785 16 SH SOLE 0 0 16 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 4929 13 SH SOLE 0 0 13 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2183 19 SH SOLE 0 0 19 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 12392 155 SH SOLE 0 0 155 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 6740 96 SH SOLE 0 0 96 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 10681 118 SH SOLE 0 0 118 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 66254 191 SH SOLE 0 0 191 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6406 127 SH SOLE 0 0 127 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 63596 758 SH SOLE 0 0 758 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4002 57 SH SOLE 0 0 57 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 5347 117 SH SOLE 0 0 117 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1801 44 SH SOLE 0 0 44 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 34341 99 SH SOLE 0 0 99 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1803 26 SH SOLE 0 0 26 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 30120 359 SH SOLE 0 0 359 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 9418 217 SH SOLE 0 0 217 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 7787 241 SH SOLE 0 0 241 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3733 74 SH SOLE 0 0 74 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5703 63 SH SOLE 0 0 63 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1953 17 SH SOLE 0 0 17 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 807 16 SH SOLE 0 0 16 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1051 23 SH SOLE 0 0 23 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6938 20 SH SOLE 0 0 20 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 702 10 SH SOLE 0 0 10 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2040 47 SH SOLE 0 0 47 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7551 90 SH SOLE 0 0 90 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1616 50 SH SOLE 0 0 50 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1720 19 SH SOLE 0 0 19 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 4092 59 SH SOLE 0 0 59 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4774 110 SH SOLE 0 0 110 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1123 16 SH SOLE 0 0 16 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 12835 37 SH SOLE 0 0 37 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2148 47 SH SOLE 0 0 47 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 13256 158 SH SOLE 0 0 158 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2625 29 SH SOLE 0 0 29 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1110 22 SH SOLE 0 0 22 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2229 69 SH SOLE 0 0 69 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 ISHARES TR MSCI INTL VLU FT MSCI INTL VLU FT 46435G409 9449 426 SH SOLE 0 0 426 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 30624 365 SH SOLE 0 0 365 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5884 65 SH SOLE 0 0 65 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 7916 245 SH SOLE 0 0 245 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1842 45 SH SOLE 0 0 45 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4035 80 SH SOLE 0 0 80 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 5858 51 SH SOLE 0 0 51 SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF NUVEEN BLMBRG SH 78468R739 11815 250 SH SOLE 0 0 250 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 9981 124 SH SOLE 0 0 124 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4142 59 SH SOLE 0 0 59 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 35729 103 SH SOLE 0 0 103 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 3974 43 SH SOLE 0 0 43 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1803 26 SH SOLE 0 0 26 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 3713 91 SH SOLE 0 0 91 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 5941 130 SH SOLE 0 0 130 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 42666 123 SH SOLE 0 0 123 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5246 104 SH SOLE 0 0 104 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3862 55 SH SOLE 0 0 55 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1665 24 SH SOLE 0 0 24 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 6796 85 SH SOLE 0 0 85 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1608 14 SH SOLE 0 0 14 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 39265 468 SH SOLE 0 0 468 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1760 43 SH SOLE 0 0 43 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 7151 79 SH SOLE 0 0 79 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1188 26 SH SOLE 0 0 26 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 3412 9 SH SOLE 0 0 9 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 1177 20 SH SOLE 0 0 20 ISHARES INC CORE MSCI EMERGING MKTS ETF CORE MSCI EMKT 46434G103 540 11 SH SOLE 0 0 11 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 462 5 SH SOLE 0 0 5 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 832 12 SH SOLE 0 0 12 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2605 57 SH SOLE 0 0 57 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3683 114 SH SOLE 0 0 114 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 15354 183 SH SOLE 0 0 183 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1556 38 SH SOLE 0 0 38 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1917 38 SH SOLE 0 0 38 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3259 36 SH SOLE 0 0 36 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4991 115 SH SOLE 0 0 115 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1966 28 SH SOLE 0 0 28 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1034 9 SH SOLE 0 0 9 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 16997 49 SH SOLE 0 0 49 ISHARES TR EXPND TEC SC ETF EXPND TEC SC ETF 464287549 1766 6 SH SOLE 0 0 6 ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 687 5 SH SOLE 0 0 5 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 21160 61 SH SOLE 0 0 61 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF BBG CONV SEC ETF 78464A359 839 13 SH SOLE 0 0 13 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 12530 251 SH SOLE 0 0 251 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2642 23 SH SOLE 0 0 23 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1146 28 SH SOLE 0 0 28 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 5652 54 SH SOLE 0 0 54 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1663 18 SH SOLE 0 0 18 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2774 55 SH SOLE 0 0 55 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1679 21 SH SOLE 0 0 21 ISHARES RUSSELL 1000 INDEX FUND RUS 1000 ETF 464287622 2701 13 SH SOLE 0 0 13 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2897 32 SH SOLE 0 0 32 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 20136 240 SH SOLE 0 0 240 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 7188 144 SH SOLE 0 0 144 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1493 13 SH SOLE 0 0 13 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 347 5 SH SOLE 0 0 5 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 1930 23 SH SOLE 0 0 23 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 277 3 SH SOLE 0 0 3 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2081 6 SH SOLE 0 0 6 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 608 14 SH SOLE 0 0 14 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 485 15 SH SOLE 0 0 15 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 245 6 SH SOLE 0 0 6 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 362 4 SH SOLE 0 0 4 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3816 11 SH SOLE 0 0 11 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 634 7 SH SOLE 0 0 7 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1345 31 SH SOLE 0 0 31 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 303 6 SH SOLE 0 0 6 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 679 21 SH SOLE 0 0 21 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3776 45 SH SOLE 0 0 45 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 640 14 SH SOLE 0 0 14 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 240 3 SH SOLE 0 0 3 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 41 1 SH SOLE 0 0 1 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 1997 40 SH SOLE 0 0 40 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 837 8 SH SOLE 0 0 8 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 211 3 SH SOLE 0 0 3 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 554 6 SH SOLE 0 0 6 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2769 33 SH SOLE 0 0 33 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2081 6 SH SOLE 0 0 6 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8726 104 SH SOLE 0 0 104 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 913 13 SH SOLE 0 0 13 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 573 14 SH SOLE 0 0 14 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 34567 412 SH SOLE 0 0 412 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4842 96 SH SOLE 0 0 96 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3300 47 SH SOLE 0 0 47 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 37810 109 SH SOLE 0 0 109 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 860 21 SH SOLE 0 0 21 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2995 69 SH SOLE 0 0 69 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1810 20 SH SOLE 0 0 20 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 11100 32 SH SOLE 0 0 32 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1737 38 SH SOLE 0 0 38 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2326 72 SH SOLE 0 0 72 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 624 9 SH SOLE 0 0 9 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1261 25 SH SOLE 0 0 25 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1334 19 SH SOLE 0 0 19 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 9732 116 SH SOLE 0 0 116 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4540 90 SH SOLE 0 0 90 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 10546 243 SH SOLE 0 0 243 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 43013 124 SH SOLE 0 0 124 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 5713 125 SH SOLE 0 0 125 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5055 72 SH SOLE 0 0 72 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 41111 490 SH SOLE 0 0 490 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 8821 273 SH SOLE 0 0 273 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6155 68 SH SOLE 0 0 68 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4564 65 SH SOLE 0 0 65 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1838 16 SH SOLE 0 0 16 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6406 127 SH SOLE 0 0 127 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 3071 75 SH SOLE 0 0 75 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 46061 549 SH SOLE 0 0 549 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 8509 94 SH SOLE 0 0 94 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 7755 97 SH SOLE 0 0 97 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 50298 145 SH SOLE 0 0 145 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 2011 29 SH SOLE 0 0 29 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 37385 413 SH SOLE 0 0 413 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 216798 2584 SH SOLE 0 0 2584 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2908 67 SH SOLE 0 0 67 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1810 20 SH SOLE 0 0 20 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 10991 131 SH SOLE 0 0 131 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1267 14 SH SOLE 0 0 14 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1345 31 SH SOLE 0 0 31 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1066 33 SH SOLE 0 0 33 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4509 13 SH SOLE 0 0 13 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4950 59 SH SOLE 0 0 59 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 731 16 SH SOLE 0 0 16 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 555 11 SH SOLE 0 0 11 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2925 64 SH SOLE 0 0 64 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 12031 241 SH SOLE 0 0 241 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3078 34 SH SOLE 0 0 34 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2018 40 SH SOLE 0 0 40 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 4990 62 SH SOLE 0 0 62 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5034 116 SH SOLE 0 0 116 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 6490 62 SH SOLE 0 0 62 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 16277 194 SH SOLE 0 0 194 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 902 13 SH SOLE 0 0 13 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1187 29 SH SOLE 0 0 29 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3216 28 SH SOLE 0 0 28 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1877 46 SH SOLE 0 0 46 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4200 130 SH SOLE 0 0 130 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 18038 52 SH SOLE 0 0 52 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2177 31 SH SOLE 0 0 31 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1941 21 SH SOLE 0 0 21 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 246 6 SH SOLE 0 0 6 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 137 3 SH SOLE 0 0 3 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 923 11 SH SOLE 0 0 11 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 226 7 SH SOLE 0 0 7 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 272 3 SH SOLE 0 0 3 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 151 3 SH SOLE 0 0 3 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 304 7 SH SOLE 0 0 7 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 55356 146 SH SOLE 0 0 146 ISHARES TR MSCI USA QLT FCT MSCI USA QLT FCT 46432F339 4469 40 SH SOLE 0 0 40 ISHARES RUSSELL 1000 INDEX FUND RUS 1000 ETF 464287622 6025 29 SH SOLE 0 0 29 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 8827 175 SH SOLE 0 0 175 ISHARES TR S&P SMALL CAP 600 GROWTH ETF S&P SML 600 GWT 464287887 4950 47 SH SOLE 0 0 47 ISHARES U S ETF TR BLOOMBERG ROLL BLOOMBERG ROLL 46431W598 4368 75 SH SOLE 0 0 75 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 1707 29 SH SOLE 0 0 29 ISHARES TRUST 0-5YR HIGH YIELD CORP BD ISIN #US46434V4077 SEDOL #BFS2LL0 0-5YR HI YL CP 46434V407 608 15 SH SOLE 0 0 15 ISHARES TRUST S & P EURO EUROPE ETF 464287861 21697 508 SH SOLE 0 0 508 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 3789 41 SH SOLE 0 0 41 ISHARES TR ISHS 5-10YR INVT ISHS 5-10YR INVT 464288638 1021 20 SH SOLE 0 0 20 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 13070 286 SH SOLE 0 0 286 GOLDMAN SACHS ETF TR MARKETBETA INTL MARKETBETA INTL 381430180 7712 172 SH SOLE 0 0 172 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 908 18 SH SOLE 0 0 18 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1810 20 SH SOLE 0 0 20 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7887 94 SH SOLE 0 0 94 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7284 21 SH SOLE 0 0 21 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1712 53 SH SOLE 0 0 53 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 772 11 SH SOLE 0 0 11 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2127 49 SH SOLE 0 0 49 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1097 24 SH SOLE 0 0 24 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4915 70 SH SOLE 0 0 70 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 42666 123 SH SOLE 0 0 123 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 41614 496 SH SOLE 0 0 496 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 6236 78 SH SOLE 0 0 78 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5522 61 SH SOLE 0 0 61 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4540 90 SH SOLE 0 0 90 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 11082 343 SH SOLE 0 0 343 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 6038 86 SH SOLE 0 0 86 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2757 24 SH SOLE 0 0 24 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 63512 757 SH SOLE 0 0 757 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5448 108 SH SOLE 0 0 108 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 255 5 SH SOLE 0 0 5 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 14569 42 SH SOLE 0 0 42 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5121 118 SH SOLE 0 0 118 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2716 30 SH SOLE 0 0 30 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1334 19 SH SOLE 0 0 19 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2422 53 SH SOLE 0 0 53 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 14683 175 SH SOLE 0 0 175 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2520 78 SH SOLE 0 0 78 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1261 25 SH SOLE 0 0 25 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2247 32 SH SOLE 0 0 32 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 7438 149 SH SOLE 0 0 149 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1999 49 SH SOLE 0 0 49 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 2865 31 SH SOLE 0 0 31 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 22989 274 SH SOLE 0 0 274 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4039 125 SH SOLE 0 0 125 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 6842 85 SH SOLE 0 0 85 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4073 45 SH SOLE 0 0 45 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3839 84 SH SOLE 0 0 84 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 23588 68 SH SOLE 0 0 68 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 7942 183 SH SOLE 0 0 183 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2068 41 SH SOLE 0 0 41 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 ISHARES TR ESG MSCI EM LDRS ESG MSCI EM LDRS 46436E601 2847 60 SH SOLE 0 0 60 ISHARES U.S. HEALTHCARE ETF US HLTHCARE ETF 464287762 1345 5 SH SOLE 0 0 5 ISHARES TR MSCI INTL VLU FT MSCI INTL VLU FT 46435G409 2839 128 SH SOLE 0 0 128 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1828 40 SH SOLE 0 0 40 ISHARES TRUST S & P EURO EUROPE ETF 464287861 4228 99 SH SOLE 0 0 99 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1346 33 SH SOLE 0 0 33 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 996 11 SH SOLE 0 0 11 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1848 20 SH SOLE 0 0 20 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3608 43 SH SOLE 0 0 43 ISHARES S&P MIDCAP 400 INDEX FUND CORE S&P MCP ETF 464287507 452 2 SH SOLE 0 0 2 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 594 13 SH SOLE 0 0 13 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 905 28 SH SOLE 0 0 28 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4111 49 SH SOLE 0 0 49 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4163 12 SH SOLE 0 0 12 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 634 7 SH SOLE 0 0 7 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1042 24 SH SOLE 0 0 24 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 454 9 SH SOLE 0 0 9 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 491 7 SH SOLE 0 0 7 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2300 53 SH SOLE 0 0 53 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 958 19 SH SOLE 0 0 19 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7631 22 SH SOLE 0 0 22 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7551 90 SH SOLE 0 0 90 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1809 56 SH SOLE 0 0 56 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2987 33 SH SOLE 0 0 33 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1188 26 SH SOLE 0 0 26 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 167543 483 SH SOLE 0 0 483 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 28400 879 SH SOLE 0 0 879 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 14275 283 SH SOLE 0 0 283 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 26826 587 SH SOLE 0 0 587 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 29419 325 SH SOLE 0 0 325 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 7122 62 SH SOLE 0 0 62 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 59198 1364 SH SOLE 0 0 1364 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 165703 1975 SH SOLE 0 0 1975 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 15938 227 SH SOLE 0 0 227 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 274 6 SH SOLE 0 0 6 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 185 2 SH SOLE 0 0 2 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 1048 21 SH SOLE 0 0 21 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 1426 17 SH SOLE 0 0 17 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 1734 5 SH SOLE 0 0 5 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 402 5 SH SOLE 0 0 5 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 82 2 SH SOLE 0 0 2 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 163 4 SH SOLE 0 0 4 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 272 3 SH SOLE 0 0 3 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 391 9 SH SOLE 0 0 9 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3016 66 SH SOLE 0 0 66 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1510 37 SH SOLE 0 0 37 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3166 98 SH SOLE 0 0 98 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1564 31 SH SOLE 0 0 31 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 17691 51 SH SOLE 0 0 51 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1615 23 SH SOLE 0 0 23 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2987 33 SH SOLE 0 0 33 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5946 137 SH SOLE 0 0 137 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 2310 25 SH SOLE 0 0 25 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 5841 117 SH SOLE 0 0 117 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 17787 212 SH SOLE 0 0 212 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 5393 67 SH SOLE 0 0 67 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 15771 528 SH SOLE 0 0 528 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 7657 122 SH SOLE 0 0 122 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 16193 193 SH SOLE 0 0 193 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 4144 179 SH SOLE 0 0 179 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 5509 132 SH SOLE 0 0 132 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 6365 197 SH SOLE 0 0 197 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 9596 184 SH SOLE 0 0 184 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 16100 366 SH SOLE 0 0 366 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 18910 263 SH SOLE 0 0 263 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 10553 335 SH SOLE 0 0 335 ISHARES CORE AGGRESSIVE ALLOCATION ETF AGGRES ALLOC ETF 464289859 1138 19 SH SOLE 0 0 19 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2949 42 SH SOLE 0 0 42 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2875 57 SH SOLE 0 0 57 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 5393 118 SH SOLE 0 0 118 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 33141 395 SH SOLE 0 0 395 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1493 13 SH SOLE 0 0 13 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 6074 188 SH SOLE 0 0 188 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 11935 275 SH SOLE 0 0 275 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1119 14 SH SOLE 0 0 14 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1448 16 SH SOLE 0 0 16 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 696 17 SH SOLE 0 0 17 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1294 14 SH SOLE 0 0 14 ISHARES TRUST FALLEN ANGELS USD BD ETF FALN ANGLS USD 46435G474 689 28 SH SOLE 0 0 28 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5550 16 SH SOLE 0 0 16 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5118 61 SH SOLE 0 0 61 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 4815 46 SH SOLE 0 0 46 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 10410 115 SH SOLE 0 0 115 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 59663 172 SH SOLE 0 0 172 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2642 23 SH SOLE 0 0 23 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5094 101 SH SOLE 0 0 101 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 20528 473 SH SOLE 0 0 473 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 9597 210 SH SOLE 0 0 210 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 10339 320 SH SOLE 0 0 320 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5617 80 SH SOLE 0 0 80 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 59317 707 SH SOLE 0 0 707 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 582 18 SH SOLE 0 0 18 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3122 9 SH SOLE 0 0 9 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 724 8 SH SOLE 0 0 8 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3188 38 SH SOLE 0 0 38 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 548 12 SH SOLE 0 0 12 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 281 4 SH SOLE 0 0 4 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1042 24 SH SOLE 0 0 24 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1412 28 SH SOLE 0 0 28 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2651 58 SH SOLE 0 0 58 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2779 86 SH SOLE 0 0 86 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 16303 47 SH SOLE 0 0 47 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2987 33 SH SOLE 0 0 33 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 16444 196 SH SOLE 0 0 196 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 9713 28 SH SOLE 0 0 28 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1211 24 SH SOLE 0 0 24 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1519 19 SH SOLE 0 0 19 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 416 6 SH SOLE 0 0 6 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1539 17 SH SOLE 0 0 17 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 702 10 SH SOLE 0 0 10 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 277 4 SH SOLE 0 0 4 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 3644 73 SH SOLE 0 0 73 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5550 16 SH SOLE 0 0 16 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 868 19 SH SOLE 0 0 19 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 612 15 SH SOLE 0 0 15 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1163 36 SH SOLE 0 0 36 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 647 7 SH SOLE 0 0 7 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 605 12 SH SOLE 0 0 12 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 2093 20 SH SOLE 0 0 20 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 450 11 SH SOLE 0 0 11 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4866 58 SH SOLE 0 0 58 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 919 8 SH SOLE 0 0 8 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1519 35 SH SOLE 0 0 35 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 1449 18 SH SOLE 0 0 18 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 7300 79 SH SOLE 0 0 79 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 51268 1027 SH SOLE 0 0 1027 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 11514 164 SH SOLE 0 0 164 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 24074 230 SH SOLE 0 0 230 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 80712 962 SH SOLE 0 0 962 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 14391 180 SH SOLE 0 0 180 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 14212 157 SH SOLE 0 0 157 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 87414 252 SH SOLE 0 0 252 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 3745 54 SH SOLE 0 0 54 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 11299 224 SH SOLE 0 0 224 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 11487 100 SH SOLE 0 0 100 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 3726 91 SH SOLE 0 0 91 YUM CHINA HLDGS INC COM COM 98850P109 10088 208 SH SOLE 0 0 208 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 40455 506 SH SOLE 0 0 506 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 21841 433 SH SOLE 0 0 433 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 226166 652 SH SOLE 0 0 652 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 24012 342 SH SOLE 0 0 342 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 7811 68 SH SOLE 0 0 68 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 777 17 SH SOLE 0 0 17 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1267 14 SH SOLE 0 0 14 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4509 13 SH SOLE 0 0 13 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 140 2 SH SOLE 0 0 2 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4950 59 SH SOLE 0 0 59 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 808 25 SH SOLE 0 0 25 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1779 41 SH SOLE 0 0 41 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 404 8 SH SOLE 0 0 8 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 8550 197 SH SOLE 0 0 197 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1595 23 SH SOLE 0 0 23 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5160 57 SH SOLE 0 0 57 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 2006 49 SH SOLE 0 0 49 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4844 106 SH SOLE 0 0 106 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3511 50 SH SOLE 0 0 50 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 7108 220 SH SOLE 0 0 220 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 29832 86 SH SOLE 0 0 86 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3279 65 SH SOLE 0 0 65 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 26764 319 SH SOLE 0 0 319 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1723 15 SH SOLE 0 0 15 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 757 15 SH SOLE 0 0 15 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 9397 112 SH SOLE 0 0 112 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 8672 25 SH SOLE 0 0 25 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1901 21 SH SOLE 0 0 21 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1462 32 SH SOLE 0 0 32 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 772 11 SH SOLE 0 0 11 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3429 79 SH SOLE 0 0 79 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 1041 3 SH SOLE 0 0 3 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 555 11 SH SOLE 0 0 11 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1099 34 SH SOLE 0 0 34 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 632 9 SH SOLE 0 0 9 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1051 23 SH SOLE 0 0 23 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1086 12 SH SOLE 0 0 12 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2213 51 SH SOLE 0 0 51 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6591 19 SH SOLE 0 0 19 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6460 77 SH SOLE 0 0 77 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1160 23 SH SOLE 0 0 23 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1901 21 SH SOLE 0 0 21 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1264 18 SH SOLE 0 0 18 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2079 26 SH SOLE 0 0 26 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 11794 34 SH SOLE 0 0 34 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 11327 135 SH SOLE 0 0 135 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 608 14 SH SOLE 0 0 14 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2433 29 SH SOLE 0 0 29 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 485 15 SH SOLE 0 0 15 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 1734 5 SH SOLE 0 0 5 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 274 6 SH SOLE 0 0 6 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 70 1 SH SOLE 0 0 1 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3019 43 SH SOLE 0 0 43 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 33300 96 SH SOLE 0 0 96 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 33476 399 SH SOLE 0 0 399 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 5484 120 SH SOLE 0 0 120 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1378 12 SH SOLE 0 0 12 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6065 67 SH SOLE 0 0 67 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 11978 276 SH SOLE 0 0 276 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 63826 184 SH SOLE 0 0 184 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 11134 123 SH SOLE 0 0 123 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 10283 225 SH SOLE 0 0 225 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 21960 506 SH SOLE 0 0 506 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 25925 309 SH SOLE 0 0 309 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 3142 34 SH SOLE 0 0 34 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 6720 208 SH SOLE 0 0 208 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1638 40 SH SOLE 0 0 40 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4753 104 SH SOLE 0 0 104 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3511 50 SH SOLE 0 0 50 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1526 22 SH SOLE 0 0 22 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 3101 76 SH SOLE 0 0 76 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 19169 384 SH SOLE 0 0 384 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 7942 183 SH SOLE 0 0 183 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 8129 101 SH SOLE 0 0 101 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 29138 84 SH SOLE 0 0 84 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3228 64 SH SOLE 0 0 64 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 5284 46 SH SOLE 0 0 46 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4798 53 SH SOLE 0 0 53 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 10572 101 SH SOLE 0 0 101 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 100169 957 SH SOLE 0 0 957 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 183656 3679 SH SOLE 0 0 3679 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 45984 508 SH SOLE 0 0 508 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 77190 959 SH SOLE 0 0 959 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 64200 1987 SH SOLE 0 0 1987 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 16048 392 SH SOLE 0 0 392 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 31575 626 SH SOLE 0 0 626 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 73823 1701 SH SOLE 0 0 1701 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 30967 759 SH SOLE 0 0 759 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 32788 467 SH SOLE 0 0 467 ISHARES RUSSELL 1000 INDEX FUND RUS 1000 ETF 464287622 1247 6 SH SOLE 0 0 6 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 21612 57 SH SOLE 0 0 57 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 52032 150 SH SOLE 0 0 150 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2183 19 SH SOLE 0 0 19 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4985 71 SH SOLE 0 0 71 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4388 87 SH SOLE 0 0 87 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 8659 268 SH SOLE 0 0 268 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 8961 99 SH SOLE 0 0 99 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 8272 181 SH SOLE 0 0 181 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 17707 408 SH SOLE 0 0 408 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 51431 613 SH SOLE 0 0 613 ISHARES TR MSCI USA ESG SLC MSCI USA ESG SLC 464288802 16945 210 SH SOLE 0 0 210 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 5050 121 SH SOLE 0 0 121 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 14850 177 SH SOLE 0 0 177 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 16375 314 SH SOLE 0 0 314 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 9608 305 SH SOLE 0 0 305 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 3403 147 SH SOLE 0 0 147 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 14367 481 SH SOLE 0 0 481 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 5557 172 SH SOLE 0 0 172 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3983 44 SH SOLE 0 0 44 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 23935 69 SH SOLE 0 0 69 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 23073 275 SH SOLE 0 0 275 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 4317 54 SH SOLE 0 0 54 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2528 36 SH SOLE 0 0 36 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2320 46 SH SOLE 0 0 46 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2247 32 SH SOLE 0 0 32 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 10025 231 SH SOLE 0 0 231 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 27268 325 SH SOLE 0 0 325 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2371 47 SH SOLE 0 0 47 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 26016 75 SH SOLE 0 0 75 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5341 59 SH SOLE 0 0 59 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4943 153 SH SOLE 0 0 153 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4433 97 SH SOLE 0 0 97 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 151 3 SH SOLE 0 0 3 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 211 3 SH SOLE 0 0 3 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 388 12 SH SOLE 0 0 12 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 628 6 SH SOLE 0 0 6 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2872 25 SH SOLE 0 0 25 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 2702 66 SH SOLE 0 0 66 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 10473 131 SH SOLE 0 0 131 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 8272 164 SH SOLE 0 0 164 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 64173 185 SH SOLE 0 0 185 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 58814 701 SH SOLE 0 0 701 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 2774 40 SH SOLE 0 0 40 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 10410 115 SH SOLE 0 0 115 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5617 80 SH SOLE 0 0 80 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 10563 258 SH SOLE 0 0 258 GOLDMAN SACHS ETF TR MARKETBETA INTL MARKETBETA INTL 381430180 22509 502 SH SOLE 0 0 502 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 34307 379 SH SOLE 0 0 379 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 208128 600 SH SOLE 0 0 600 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 23661 337 SH SOLE 0 0 337 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 185419 2210 SH SOLE 0 0 2210 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 46688 1445 SH SOLE 0 0 1445 ISHARES TR MSCI INTL VLU FT MSCI INTL VLU FT 46435G409 56315 2539 SH SOLE 0 0 2539 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF BBG CONV SEC ETF 78464A359 11492 178 SH SOLE 0 0 178 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 34641 758 SH SOLE 0 0 758 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 23505 466 SH SOLE 0 0 466 ISHARES TRUST S & P EURO EUROPE ETF 464287861 57701 1351 SH SOLE 0 0 1351 SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF NUVEEN BLMBRG SH 78468R739 69850 1478 SH SOLE 0 0 1478 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 36069 314 SH SOLE 0 0 314 ISHARES TR S&P SMALL CAP 600 GROWTH ETF S&P SML 600 GWT 464287887 23065 219 SH SOLE 0 0 219 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2213 51 SH SOLE 0 0 51 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1234 27 SH SOLE 0 0 27 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1009 20 SH SOLE 0 0 20 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1267 14 SH SOLE 0 0 14 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 32607 94 SH SOLE 0 0 94 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6155 68 SH SOLE 0 0 68 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 140 2 SH SOLE 0 0 2 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 353 7 SH SOLE 0 0 7 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 503 11 SH SOLE 0 0 11 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1086 12 SH SOLE 0 0 12 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 911 21 SH SOLE 0 0 21 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3122 9 SH SOLE 0 0 9 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3188 38 SH SOLE 0 0 38 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 711 22 SH SOLE 0 0 22 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3385 78 SH SOLE 0 0 78 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1648 51 SH SOLE 0 0 51 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 983 14 SH SOLE 0 0 14 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 10060 29 SH SOLE 0 0 29 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 9816 117 SH SOLE 0 0 117 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1720 19 SH SOLE 0 0 19 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 857 17 SH SOLE 0 0 17 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1600 35 SH SOLE 0 0 35 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 504 10 SH SOLE 0 0 10 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5957 71 SH SOLE 0 0 71 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 996 11 SH SOLE 0 0 11 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1002 31 SH SOLE 0 0 31 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 960 21 SH SOLE 0 0 21 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 632 9 SH SOLE 0 0 9 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5897 17 SH SOLE 0 0 17 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2040 47 SH SOLE 0 0 47 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 503 11 SH SOLE 0 0 11 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 353 7 SH SOLE 0 0 7 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 281 4 SH SOLE 0 0 4 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 69 1 SH SOLE 0 0 1 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 409 10 SH SOLE 0 0 10 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5772 133 SH SOLE 0 0 133 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 689 6 SH SOLE 0 0 6 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1545 22 SH SOLE 0 0 22 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 2093 26 SH SOLE 0 0 26 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 5292 106 SH SOLE 0 0 106 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 416 6 SH SOLE 0 0 6 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7631 22 SH SOLE 0 0 22 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 2826 27 SH SOLE 0 0 27 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1264 11 SH SOLE 0 0 11 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 857 21 SH SOLE 0 0 21 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 832 9 SH SOLE 0 0 9 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1809 56 SH SOLE 0 0 56 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2170 50 SH SOLE 0 0 50 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1234 27 SH SOLE 0 0 27 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7215 86 SH SOLE 0 0 86 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 857 17 SH SOLE 0 0 17 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 491 12 SH SOLE 0 0 12 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 913 13 SH SOLE 0 0 13 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1267 14 SH SOLE 0 0 14 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 996 11 SH SOLE 0 0 11 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 914 20 SH SOLE 0 0 20 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 562 8 SH SOLE 0 0 8 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5537 66 SH SOLE 0 0 66 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1910 44 SH SOLE 0 0 44 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5550 16 SH SOLE 0 0 16 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 937 29 SH SOLE 0 0 29 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 504 10 SH SOLE 0 0 10 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 408 8 SH SOLE 0 0 8 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 2623 46 SH SOLE 0 0 46 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 739 8 SH SOLE 0 0 8 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 1195 50 SH SOLE 0 0 50 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 4550 12 SH SOLE 0 0 12 YUM! BRANDS INC COM 988498101 23610 208 SH SOLE 0 0 208 PEPSICO INC COM 713448108 3333 20 SH SOLE 0 0 20 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 2358 34 SH SOLE 0 0 34 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 9776 108 SH SOLE 0 0 108 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 9354 117 SH SOLE 0 0 117 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 57929 167 SH SOLE 0 0 167 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2412 21 SH SOLE 0 0 21 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 2661 65 SH SOLE 0 0 65 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 7263 144 SH SOLE 0 0 144 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5125 73 SH SOLE 0 0 73 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 52941 631 SH SOLE 0 0 631 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5522 61 SH SOLE 0 0 61 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4136 82 SH SOLE 0 0 82 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 9525 91 SH SOLE 0 0 91 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 5117 64 SH SOLE 0 0 64 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 33300 96 SH SOLE 0 0 96 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1883 46 SH SOLE 0 0 46 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1318 19 SH SOLE 0 0 19 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 4020 35 SH SOLE 0 0 35 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 19668 394 SH SOLE 0 0 394 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 30120 359 SH SOLE 0 0 359 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 2772 30 SH SOLE 0 0 30 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4564 65 SH SOLE 0 0 65 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 7916 245 SH SOLE 0 0 245 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4283 61 SH SOLE 0 0 61 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 36422 105 SH SOLE 0 0 105 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3985 79 SH SOLE 0 0 79 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1838 16 SH SOLE 0 0 16 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 2825 69 SH SOLE 0 0 69 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6246 69 SH SOLE 0 0 69 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 5667 124 SH SOLE 0 0 124 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 9982 230 SH SOLE 0 0 230 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1583 49 SH SOLE 0 0 49 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 3056 97 SH SOLE 0 0 97 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 1883 30 SH SOLE 0 0 30 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 4540 152 SH SOLE 0 0 152 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 2608 50 SH SOLE 0 0 50 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 1042 45 SH SOLE 0 0 45 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 4355 99 SH SOLE 0 0 99 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 1336 32 SH SOLE 0 0 32 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4866 58 SH SOLE 0 0 58 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 4889 68 SH SOLE 0 0 68 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1616 50 SH SOLE 0 0 50 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 11273 141 SH SOLE 0 0 141 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 9957 110 SH SOLE 0 0 110 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 6670 95 SH SOLE 0 0 95 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 60156 717 SH SOLE 0 0 717 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6154 122 SH SOLE 0 0 122 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 62785 181 SH SOLE 0 0 181 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1953 17 SH SOLE 0 0 17 VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF TOTAL STK MKT 922908769 92612 491 SH SOLE 0 0 491 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 26178 519 SH SOLE 0 0 519 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 97744 1165 SH SOLE 0 0 1165 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 28000 303 SH SOLE 0 0 303 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 27663 394 SH SOLE 0 0 394 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 62204 1057 SH SOLE 0 0 1057 ISHARES TR MSCI USA QLT FCT MSCI USA QLT FCT 46432F339 46144 413 SH SOLE 0 0 413 ISHARES TRUST DOW JONES UNITED STATES FINANCIAL U.S. FIN SVC ETF 464287770 3113 21 SH SOLE 0 0 21 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 36842 407 SH SOLE 0 0 407 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 277538 732 SH SOLE 0 0 732 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 43683 1352 SH SOLE 0 0 1352 ISHARES TR MSCI INTL VLU FT MSCI INTL VLU FT 46435G409 57291 2583 SH SOLE 0 0 2583 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 11372 99 SH SOLE 0 0 99 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 50453 1104 SH SOLE 0 0 1104 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3026 60 SH SOLE 0 0 60 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 6171 191 SH SOLE 0 0 191 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 237266 684 SH SOLE 0 0 684 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 53893 1668 SH SOLE 0 0 1668 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 27031 385 SH SOLE 0 0 385 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 60022 1383 SH SOLE 0 0 1383 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 33854 374 SH SOLE 0 0 374 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 227621 2713 SH SOLE 0 0 2713 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 32127 703 SH SOLE 0 0 703 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 25220 500 SH SOLE 0 0 500 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 19717 235 SH SOLE 0 0 235 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3530 39 SH SOLE 0 0 39 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1795 44 SH SOLE 0 0 44 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1825 26 SH SOLE 0 0 26 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3473 76 SH SOLE 0 0 76 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 2680 29 SH SOLE 0 0 29 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 6198 77 SH SOLE 0 0 77 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3522 109 SH SOLE 0 0 109 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6901 159 SH SOLE 0 0 159 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 20466 59 SH SOLE 0 0 59 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1149 10 SH SOLE 0 0 10 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1816 36 SH SOLE 0 0 36 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 6290 126 SH SOLE 0 0 126 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 92 1 SH SOLE 0 0 1 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 749 15 SH SOLE 0 0 15 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 347 8 SH SOLE 0 0 8 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 419 4 SH SOLE 0 0 4 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 69 1 SH SOLE 0 0 1 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 122 3 SH SOLE 0 0 3 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 1091 13 SH SOLE 0 0 13 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 241 3 SH SOLE 0 0 3 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 151 3 SH SOLE 0 0 3 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 15537 224 SH SOLE 0 0 224 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 48475 422 SH SOLE 0 0 422 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 31881 345 SH SOLE 0 0 345 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 253630 3023 SH SOLE 0 0 3023 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 47025 1029 SH SOLE 0 0 1029 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 285482 823 SH SOLE 0 0 823 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2457 35 SH SOLE 0 0 35 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 20466 59 SH SOLE 0 0 59 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 919 8 SH SOLE 0 0 8 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 18290 218 SH SOLE 0 0 218 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2270 45 SH SOLE 0 0 45 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3711 41 SH SOLE 0 0 41 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1040 15 SH SOLE 0 0 15 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4362 135 SH SOLE 0 0 135 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3199 70 SH SOLE 0 0 70 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5599 129 SH SOLE 0 0 129 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1760 43 SH SOLE 0 0 43 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1260 39 SH SOLE 0 0 39 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5621 67 SH SOLE 0 0 67 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 656 13 SH SOLE 0 0 13 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5550 16 SH SOLE 0 0 16 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1432 33 SH SOLE 0 0 33 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 823 18 SH SOLE 0 0 18 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 632 9 SH SOLE 0 0 9 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6053 120 SH SOLE 0 0 120 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 9143 101 SH SOLE 0 0 101 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3101 27 SH SOLE 0 0 27 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 6459 92 SH SOLE 0 0 92 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 8546 187 SH SOLE 0 0 187 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 15364 354 SH SOLE 0 0 354 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 48243 575 SH SOLE 0 0 575 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 54460 157 SH SOLE 0 0 157 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 12859 398 SH SOLE 0 0 398 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1264 11 SH SOLE 0 0 11 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2170 50 SH SOLE 0 0 50 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1234 27 SH SOLE 0 0 27 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1358 15 SH SOLE 0 0 15 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 347 5 SH SOLE 0 0 5 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7048 84 SH SOLE 0 0 84 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 757 15 SH SOLE 0 0 15 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 983 14 SH SOLE 0 0 14 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7978 23 SH SOLE 0 0 23 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1712 53 SH SOLE 0 0 53 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 614 15 SH SOLE 0 0 15 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2183 19 SH SOLE 0 0 19 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 8498 263 SH SOLE 0 0 263 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 48746 581 SH SOLE 0 0 581 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 16883 389 SH SOLE 0 0 389 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4634 66 SH SOLE 0 0 66 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 7906 173 SH SOLE 0 0 173 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 48910 141 SH SOLE 0 0 141 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 8599 95 SH SOLE 0 0 95 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4187 83 SH SOLE 0 0 83 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2011 44 SH SOLE 0 0 44 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 11447 33 SH SOLE 0 0 33 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2100 65 SH SOLE 0 0 65 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4557 105 SH SOLE 0 0 105 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 12249 146 SH SOLE 0 0 146 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1110 22 SH SOLE 0 0 22 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2625 29 SH SOLE 0 0 29 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 843 12 SH SOLE 0 0 12 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1896 27 SH SOLE 0 0 27 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2535 28 SH SOLE 0 0 28 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 16303 47 SH SOLE 0 0 47 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1874 58 SH SOLE 0 0 58 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8726 104 SH SOLE 0 0 104 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 9019 26 SH SOLE 0 0 26 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1053 15 SH SOLE 0 0 15 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 996 11 SH SOLE 0 0 11 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 757 15 SH SOLE 0 0 15 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7132 85 SH SOLE 0 0 85 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7284 21 SH SOLE 0 0 21 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 772 11 SH SOLE 0 0 11 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1119 14 SH SOLE 0 0 14 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 18570 372 SH SOLE 0 0 372 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1838 16 SH SOLE 0 0 16 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 7485 81 SH SOLE 0 0 81 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5687 81 SH SOLE 0 0 81 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 57891 690 SH SOLE 0 0 690 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5498 109 SH SOLE 0 0 109 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 11033 138 SH SOLE 0 0 138 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 7513 83 SH SOLE 0 0 83 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 57235 165 SH SOLE 0 0 165 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 33392 398 SH SOLE 0 0 398 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4526 50 SH SOLE 0 0 50 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3682 73 SH SOLE 0 0 73 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 5037 63 SH SOLE 0 0 63 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 34688 100 SH SOLE 0 0 100 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4002 57 SH SOLE 0 0 57 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 12472 156 SH SOLE 0 0 156 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6658 132 SH SOLE 0 0 132 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 69376 200 SH SOLE 0 0 200 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 7442 106 SH SOLE 0 0 106 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 11315 125 SH SOLE 0 0 125 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 66701 795 SH SOLE 0 0 795 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2068 18 SH SOLE 0 0 18 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1838 16 SH SOLE 0 0 16 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 7694 85 SH SOLE 0 0 85 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3122 9 SH SOLE 0 0 9 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2937 35 SH SOLE 0 0 35 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 998 23 SH SOLE 0 0 23 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 743 23 SH SOLE 0 0 23 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 120313 1434 SH SOLE 0 0 1434 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 12937 140 SH SOLE 0 0 140 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 12862 255 SH SOLE 0 0 255 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 19588 245 SH SOLE 0 0 245 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 123836 357 SH SOLE 0 0 357 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 13551 193 SH SOLE 0 0 193 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 15750 174 SH SOLE 0 0 174 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 20466 59 SH SOLE 0 0 59 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2219 44 SH SOLE 0 0 44 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2625 29 SH SOLE 0 0 29 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 3198 40 SH SOLE 0 0 40 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2247 32 SH SOLE 0 0 32 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 19800 236 SH SOLE 0 0 236 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1966 28 SH SOLE 0 0 28 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4427 102 SH SOLE 0 0 102 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3877 120 SH SOLE 0 0 120 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2422 53 SH SOLE 0 0 53 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2535 28 SH SOLE 0 0 28 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 17344 50 SH SOLE 0 0 50 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 16528 197 SH SOLE 0 0 197 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1816 36 SH SOLE 0 0 36 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 24583 293 SH SOLE 0 0 293 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2774 55 SH SOLE 0 0 55 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 3918 49 SH SOLE 0 0 49 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3440 38 SH SOLE 0 0 38 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 26016 75 SH SOLE 0 0 75 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2949 42 SH SOLE 0 0 42 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 18663 370 SH SOLE 0 0 370 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 3745 54 SH SOLE 0 0 54 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 11702 232 SH SOLE 0 0 232 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 8425 120 SH SOLE 0 0 120 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 84152 1003 SH SOLE 0 0 1003 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 5486 134 SH SOLE 0 0 134 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3561 31 SH SOLE 0 0 31 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 15298 169 SH SOLE 0 0 169 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 14231 178 SH SOLE 0 0 178 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 92964 268 SH SOLE 0 0 268 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4691 93 SH SOLE 0 0 93 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2297 20 SH SOLE 0 0 20 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 18966 437 SH SOLE 0 0 437 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 9595 106 SH SOLE 0 0 106 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 9531 295 SH SOLE 0 0 295 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 54807 158 SH SOLE 0 0 158 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 8820 193 SH SOLE 0 0 193 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5196 74 SH SOLE 0 0 74 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 54619 651 SH SOLE 0 0 651 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5789 69 SH SOLE 0 0 69 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1002 31 SH SOLE 0 0 31 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 960 21 SH SOLE 0 0 21 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5203 15 SH SOLE 0 0 15 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1448 16 SH SOLE 0 0 16 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 404 8 SH SOLE 0 0 8 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2040 47 SH SOLE 0 0 47 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 11588 267 SH SOLE 0 0 267 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2875 57 SH SOLE 0 0 57 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1493 13 SH SOLE 0 0 13 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3019 43 SH SOLE 0 0 43 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 5654 175 SH SOLE 0 0 175 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5793 64 SH SOLE 0 0 64 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 5393 118 SH SOLE 0 0 118 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 2011 29 SH SOLE 0 0 29 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 32134 383 SH SOLE 0 0 383 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 39891 115 SH SOLE 0 0 115 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4943 98 SH SOLE 0 0 98 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1719 42 SH SOLE 0 0 42 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6427 71 SH SOLE 0 0 71 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3440 49 SH SOLE 0 0 49 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 36580 436 SH SOLE 0 0 436 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 6716 84 SH SOLE 0 0 84 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1608 14 SH SOLE 0 0 14 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1665 24 SH SOLE 0 0 24 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6628 79 SH SOLE 0 0 79 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6591 19 SH SOLE 0 0 19 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 706 14 SH SOLE 0 0 14 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 739 8 SH SOLE 0 0 8 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 772 11 SH SOLE 0 0 11 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 959 12 SH SOLE 0 0 12 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 555 11 SH SOLE 0 0 11 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5897 17 SH SOLE 0 0 17 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 960 21 SH SOLE 0 0 21 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 632 9 SH SOLE 0 0 9 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 832 9 SH SOLE 0 0 9 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 1771 22 SH SOLE 0 0 22 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1086 12 SH SOLE 0 0 12 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 1947 39 SH SOLE 0 0 39 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1953 45 SH SOLE 0 0 45 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1002 31 SH SOLE 0 0 31 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5286 63 SH SOLE 0 0 63 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 530 13 SH SOLE 0 0 13 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 22177 245 SH SOLE 0 0 245 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 18449 571 SH SOLE 0 0 571 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 10321 147 SH SOLE 0 0 147 SPDR PORTFOLIO EMERGING MARKETS ETF PORTFOLIO EMG MK 78463X509 23817 685 SH SOLE 0 0 685 ISHARES TRUST S & P EURO EUROPE ETF 464287861 24345 570 SH SOLE 0 0 570 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 959 12 SH SOLE 0 0 12 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6938 20 SH SOLE 0 0 20 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1177 13 SH SOLE 0 0 13 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7048 84 SH SOLE 0 0 84 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 772 11 SH SOLE 0 0 11 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 706 14 SH SOLE 0 0 14 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 2620 64 SH SOLE 0 0 64 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 9052 100 SH SOLE 0 0 100 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 49082 585 SH SOLE 0 0 585 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2183 19 SH SOLE 0 0 19 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 8555 107 SH SOLE 0 0 107 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6557 130 SH SOLE 0 0 130 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4915 70 SH SOLE 0 0 70 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 2150 31 SH SOLE 0 0 31 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 54113 156 SH SOLE 0 0 156 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 807 16 SH SOLE 0 0 16 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 843 12 SH SOLE 0 0 12 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7215 86 SH SOLE 0 0 86 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7631 22 SH SOLE 0 0 22 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 959 12 SH SOLE 0 0 12 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 996 11 SH SOLE 0 0 11 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1362 27 SH SOLE 0 0 27 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2788 61 SH SOLE 0 0 61 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1545 22 SH SOLE 0 0 22 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 16696 199 SH SOLE 0 0 199 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 16303 47 SH SOLE 0 0 47 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2806 31 SH SOLE 0 0 31 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 2033 22 SH SOLE 0 0 22 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 5292 106 SH SOLE 0 0 106 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1387 34 SH SOLE 0 0 34 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 183 4 SH SOLE 0 0 4 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 258 8 SH SOLE 0 0 8 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 1388 4 SH SOLE 0 0 4 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 140 2 SH SOLE 0 0 2 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 181 2 SH SOLE 0 0 2 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 82 2 SH SOLE 0 0 2 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 8135 178 SH SOLE 0 0 178 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 48216 139 SH SOLE 0 0 139 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2068 18 SH SOLE 0 0 18 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 8885 275 SH SOLE 0 0 275 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 8328 92 SH SOLE 0 0 92 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 47907 571 SH SOLE 0 0 571 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 16926 390 SH SOLE 0 0 390 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4423 63 SH SOLE 0 0 63 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4136 82 SH SOLE 0 0 82 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 739 8 SH SOLE 0 0 8 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 632 9 SH SOLE 0 0 9 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 959 12 SH SOLE 0 0 12 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6376 76 SH SOLE 0 0 76 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 605 12 SH SOLE 0 0 12 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5897 17 SH SOLE 0 0 17 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1362 27 SH SOLE 0 0 27 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 12141 35 SH SOLE 0 0 35 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1782 39 SH SOLE 0 0 39 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3429 79 SH SOLE 0 0 79 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2714 84 SH SOLE 0 0 84 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1334 19 SH SOLE 0 0 19 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2354 26 SH SOLE 0 0 26 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 12501 149 SH SOLE 0 0 149 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1720 19 SH SOLE 0 0 19 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 4193 84 SH SOLE 0 0 84 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 3603 88 SH SOLE 0 0 88 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 2982 43 SH SOLE 0 0 43 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 11274 122 SH SOLE 0 0 122 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 5341 77 SH SOLE 0 0 77 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 16343 324 SH SOLE 0 0 324 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 124172 1480 SH SOLE 0 0 1480 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 22268 246 SH SOLE 0 0 246 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 5773 141 SH SOLE 0 0 141 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 17342 247 SH SOLE 0 0 247 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 22626 283 SH SOLE 0 0 283 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 35692 341 SH SOLE 0 0 341 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 17116 149 SH SOLE 0 0 149 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 135977 392 SH SOLE 0 0 392 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 77376 1550 SH SOLE 0 0 1550 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2011 44 SH SOLE 0 0 44 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1564 31 SH SOLE 0 0 31 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3231 100 SH SOLE 0 0 100 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 14179 169 SH SOLE 0 0 169 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 14222 41 SH SOLE 0 0 41 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2082 23 SH SOLE 0 0 23 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3602 83 SH SOLE 0 0 83 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1615 23 SH SOLE 0 0 23 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1248 18 SH SOLE 0 0 18 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 23588 68 SH SOLE 0 0 68 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2623 52 SH SOLE 0 0 52 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6727 155 SH SOLE 0 0 155 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2738 39 SH SOLE 0 0 39 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4073 45 SH SOLE 0 0 45 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3839 84 SH SOLE 0 0 84 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 21059 251 SH SOLE 0 0 251 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1378 12 SH SOLE 0 0 12 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 5590 173 SH SOLE 0 0 173 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1765 35 SH SOLE 0 0 35 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3457 107 SH SOLE 0 0 107 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2239 49 SH SOLE 0 0 49 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 15941 190 SH SOLE 0 0 190 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4166 96 SH SOLE 0 0 96 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 77354 223 SH SOLE 0 0 223 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 10953 121 SH SOLE 0 0 121 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 15961 494 SH SOLE 0 0 494 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 10191 223 SH SOLE 0 0 223 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 9198 131 SH SOLE 0 0 131 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 74168 884 SH SOLE 0 0 884 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 8272 164 SH SOLE 0 0 164 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 19009 438 SH SOLE 0 0 438 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 48910 141 SH SOLE 0 0 141 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 7860 172 SH SOLE 0 0 172 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 8498 263 SH SOLE 0 0 263 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 48746 581 SH SOLE 0 0 581 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 8599 95 SH SOLE 0 0 95 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4634 66 SH SOLE 0 0 66 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4187 83 SH SOLE 0 0 83 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 16883 389 SH SOLE 0 0 389 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2183 19 SH SOLE 0 0 19 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7971 95 SH SOLE 0 0 95 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2170 50 SH SOLE 0 0 50 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1874 58 SH SOLE 0 0 58 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 8325 24 SH SOLE 0 0 24 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1267 14 SH SOLE 0 0 14 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 983 14 SH SOLE 0 0 14 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 908 18 SH SOLE 0 0 18 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1143 25 SH SOLE 0 0 25 ISHARES CORE AGGRESSIVE ALLOCATION ETF AGGRES ALLOC ETF 464289859 719 12 SH SOLE 0 0 12 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 347 1 SH SOLE 0 0 1 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 252 3 SH SOLE 0 0 3 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5548 110 SH SOLE 0 0 110 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 2702 66 SH SOLE 0 0 66 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 40524 483 SH SOLE 0 0 483 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1803 26 SH SOLE 0 0 26 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 44401 128 SH SOLE 0 0 128 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4002 57 SH SOLE 0 0 57 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 6716 84 SH SOLE 0 0 84 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 208 3 SH SOLE 0 0 3 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 281 4 SH SOLE 0 0 4 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 1846 22 SH SOLE 0 0 22 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 564 13 SH SOLE 0 0 13 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 320 7 SH SOLE 0 0 7 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2081 6 SH SOLE 0 0 6 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 452 14 SH SOLE 0 0 14 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 362 4 SH SOLE 0 0 4 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 164 4 SH SOLE 0 0 4 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3037 94 SH SOLE 0 0 94 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 4485 86 SH SOLE 0 0 86 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 2671 64 SH SOLE 0 0 64 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7887 94 SH SOLE 0 0 94 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 7706 258 SH SOLE 0 0 258 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 9491 132 SH SOLE 0 0 132 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 5135 163 SH SOLE 0 0 163 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 3766 60 SH SOLE 0 0 60 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2354 26 SH SOLE 0 0 26 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 702 10 SH SOLE 0 0 10 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 10152 121 SH SOLE 0 0 121 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3863 89 SH SOLE 0 0 89 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1645 36 SH SOLE 0 0 36 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 6312 91 SH SOLE 0 0 91 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 24705 309 SH SOLE 0 0 309 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 138855 1655 SH SOLE 0 0 1655 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 7369 180 SH SOLE 0 0 180 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 25889 286 SH SOLE 0 0 286 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 6777 59 SH SOLE 0 0 59 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 152280 439 SH SOLE 0 0 439 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 13340 190 SH SOLE 0 0 190 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 40585 117 SH SOLE 0 0 117 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4142 59 SH SOLE 0 0 59 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4035 80 SH SOLE 0 0 80 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 7755 97 SH SOLE 0 0 97 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 12680 254 SH SOLE 0 0 254 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1378 12 SH SOLE 0 0 12 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5160 57 SH SOLE 0 0 57 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 40608 484 SH SOLE 0 0 484 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 5175 56 SH SOLE 0 0 56 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1999 25 SH SOLE 0 0 25 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1901 21 SH SOLE 0 0 21 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 10753 31 SH SOLE 0 0 31 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 10823 129 SH SOLE 0 0 129 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1059 21 SH SOLE 0 0 21 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1053 15 SH SOLE 0 0 15 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 7011 139 SH SOLE 0 0 139 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 9505 105 SH SOLE 0 0 105 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 16275 375 SH SOLE 0 0 375 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 63009 751 SH SOLE 0 0 751 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 8774 192 SH SOLE 0 0 192 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 7653 109 SH SOLE 0 0 109 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 65560 189 SH SOLE 0 0 189 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 13829 428 SH SOLE 0 0 428 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 32218 384 SH SOLE 0 0 384 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 32260 93 SH SOLE 0 0 93 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 421 6 SH SOLE 0 0 6 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1143 25 SH SOLE 0 0 25 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6591 19 SH SOLE 0 0 19 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 656 13 SH SOLE 0 0 13 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1810 20 SH SOLE 0 0 20 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6796 81 SH SOLE 0 0 81 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2604 60 SH SOLE 0 0 60 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1195 37 SH SOLE 0 0 37 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 640 14 SH SOLE 0 0 14 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 504 10 SH SOLE 0 0 10 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 969 30 SH SOLE 0 0 30 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3816 11 SH SOLE 0 0 11 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5034 60 SH SOLE 0 0 60 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1358 15 SH SOLE 0 0 15 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1215 28 SH SOLE 0 0 28 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1188 26 SH SOLE 0 0 26 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1906 59 SH SOLE 0 0 59 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 983 14 SH SOLE 0 0 14 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2170 50 SH SOLE 0 0 50 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8138 97 SH SOLE 0 0 97 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 8672 25 SH SOLE 0 0 25 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 908 18 SH SOLE 0 0 18 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1086 12 SH SOLE 0 0 12 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 16650 48 SH SOLE 0 0 48 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2354 26 SH SOLE 0 0 26 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 15941 190 SH SOLE 0 0 190 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1816 36 SH SOLE 0 0 36 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1825 26 SH SOLE 0 0 26 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2331 51 SH SOLE 0 0 51 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 28332 352 SH SOLE 0 0 352 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 139861 1667 SH SOLE 0 0 1667 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 27723 300 SH SOLE 0 0 300 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 12761 253 SH SOLE 0 0 253 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 27420 600 SH SOLE 0 0 600 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 5169 45 SH SOLE 0 0 45 ISHARES TR MSCI INTL VLU FT MSCI INTL VLU FT 46435G409 1530 69 SH SOLE 0 0 69 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 163034 470 SH SOLE 0 0 470 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 2125 23 SH SOLE 0 0 23 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3279 65 SH SOLE 0 0 65 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4164 46 SH SOLE 0 0 46 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 4237 53 SH SOLE 0 0 53 ISHARES RUSSELL 1000 INDEX FUND RUS 1000 ETF 464287622 3116 15 SH SOLE 0 0 15 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3216 28 SH SOLE 0 0 28 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 23660 282 SH SOLE 0 0 282 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 983 24 SH SOLE 0 0 24 SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF NUVEEN BLMBRG SH 78468R739 6475 137 SH SOLE 0 0 137 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF BBG CONV SEC ETF 78464A359 1033 16 SH SOLE 0 0 16 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 14127 283 SH SOLE 0 0 283 ARK ETF TR AUTNMUS TECHNLGY AUTNMUS TECHNLGY 00214Q203 21112 422 SH SOLE 0 0 422 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 366 8 SH SOLE 0 0 8 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 139 2 SH SOLE 0 0 2 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2081 6 SH SOLE 0 0 6 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 281 4 SH SOLE 0 0 4 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 123 3 SH SOLE 0 0 3 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2433 29 SH SOLE 0 0 29 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 362 4 SH SOLE 0 0 4 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 608 14 SH SOLE 0 0 14 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 517 16 SH SOLE 0 0 16 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 180031 519 SH SOLE 0 0 519 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 24665 489 SH SOLE 0 0 489 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5599 129 SH SOLE 0 0 129 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 4829 60 SH SOLE 0 0 60 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2908 90 SH SOLE 0 0 90 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7978 23 SH SOLE 0 0 23 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3212 74 SH SOLE 0 0 74 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1371 30 SH SOLE 0 0 30 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8474 101 SH SOLE 0 0 101 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1454 45 SH SOLE 0 0 45 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1991 22 SH SOLE 0 0 22 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 562 8 SH SOLE 0 0 8 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 706 14 SH SOLE 0 0 14 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 605 12 SH SOLE 0 0 12 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1199 15 SH SOLE 0 0 15 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 832 9 SH SOLE 0 0 9 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6591 19 SH SOLE 0 0 19 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 2097 42 SH SOLE 0 0 42 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 632 9 SH SOLE 0 0 9 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6460 77 SH SOLE 0 0 77 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3263 101 SH SOLE 0 0 101 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6380 147 SH SOLE 0 0 147 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1513 30 SH SOLE 0 0 30 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 17787 212 SH SOLE 0 0 212 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2925 64 SH SOLE 0 0 64 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3349 37 SH SOLE 0 0 37 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1615 23 SH SOLE 0 0 23 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 17691 51 SH SOLE 0 0 51 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2585 80 SH SOLE 0 0 80 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5338 123 SH SOLE 0 0 123 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 15354 183 SH SOLE 0 0 183 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 13508 161 SH SOLE 0 0 161 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1404 20 SH SOLE 0 0 20 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1756 19 SH SOLE 0 0 19 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1362 27 SH SOLE 0 0 27 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 13528 39 SH SOLE 0 0 39 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2558 32 SH SOLE 0 0 32 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 255 5 SH SOLE 0 0 5 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 1768 31 SH SOLE 0 0 31 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 462 5 SH SOLE 0 0 5 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 884 37 SH SOLE 0 0 37 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 3033 8 SH SOLE 0 0 8 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6041 72 SH SOLE 0 0 72 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 702 10 SH SOLE 0 0 10 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 959 12 SH SOLE 0 0 12 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 656 13 SH SOLE 0 0 13 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6244 18 SH SOLE 0 0 18 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3108 68 SH SOLE 0 0 68 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1685 24 SH SOLE 0 0 24 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3263 101 SH SOLE 0 0 101 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 18385 53 SH SOLE 0 0 53 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1614 32 SH SOLE 0 0 32 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3892 43 SH SOLE 0 0 43 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 19381 231 SH SOLE 0 0 231 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6944 160 SH SOLE 0 0 160 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1513 30 SH SOLE 0 0 30 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2625 29 SH SOLE 0 0 29 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1919 42 SH SOLE 0 0 42 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 13676 163 SH SOLE 0 0 163 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1474 21 SH SOLE 0 0 21 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 13181 38 SH SOLE 0 0 38 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2973 92 SH SOLE 0 0 92 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1597 39 SH SOLE 0 0 39 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 34231 408 SH SOLE 0 0 408 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 10705 133 SH SOLE 0 0 133 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 8788 272 SH SOLE 0 0 272 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6246 69 SH SOLE 0 0 69 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 6215 136 SH SOLE 0 0 136 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4493 64 SH SOLE 0 0 64 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 4202 103 SH SOLE 0 0 103 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 4251 46 SH SOLE 0 0 46 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 14026 134 SH SOLE 0 0 134 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 25210 505 SH SOLE 0 0 505 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 6892 60 SH SOLE 0 0 60 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 38504 111 SH SOLE 0 0 111 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 2220 32 SH SOLE 0 0 32 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 2170 53 SH SOLE 0 0 53 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 10286 237 SH SOLE 0 0 237 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4439 88 SH SOLE 0 0 88 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 741 31 SH SOLE 0 0 31 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 255 5 SH SOLE 0 0 5 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 1426 25 SH SOLE 0 0 25 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 3033 8 SH SOLE 0 0 8 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 462 5 SH SOLE 0 0 5 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 43707 126 SH SOLE 0 0 126 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 8235 103 SH SOLE 0 0 103 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4237 84 SH SOLE 0 0 84 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4564 65 SH SOLE 0 0 65 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 7242 80 SH SOLE 0 0 80 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1378 12 SH SOLE 0 0 12 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 42705 509 SH SOLE 0 0 509 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 9233 102 SH SOLE 0 0 102 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 52726 152 SH SOLE 0 0 152 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4489 89 SH SOLE 0 0 89 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4985 71 SH SOLE 0 0 71 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 18141 418 SH SOLE 0 0 418 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 8500 186 SH SOLE 0 0 186 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1009 20 SH SOLE 0 0 20 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1177 13 SH SOLE 0 0 13 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1359 17 SH SOLE 0 0 17 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8893 106 SH SOLE 0 0 106 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 9366 27 SH SOLE 0 0 27 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1053 15 SH SOLE 0 0 15 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1017 11 SH SOLE 0 0 11 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4427 102 SH SOLE 0 0 102 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1848 20 SH SOLE 0 0 20 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1836 45 SH SOLE 0 0 45 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 17367 207 SH SOLE 0 0 207 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 17691 51 SH SOLE 0 0 51 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2514 55 SH SOLE 0 0 55 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3974 123 SH SOLE 0 0 123 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 6198 77 SH SOLE 0 0 77 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1917 38 SH SOLE 0 0 38 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2036 29 SH SOLE 0 0 29 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2806 31 SH SOLE 0 0 31 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1645 36 SH SOLE 0 0 36 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3429 79 SH SOLE 0 0 79 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 9900 118 SH SOLE 0 0 118 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1720 19 SH SOLE 0 0 19 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 10060 29 SH SOLE 0 0 29 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 908 18 SH SOLE 0 0 18 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 983 14 SH SOLE 0 0 14 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1648 51 SH SOLE 0 0 51 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 8495 121 SH SOLE 0 0 121 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 14311 179 SH SOLE 0 0 179 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 12944 143 SH SOLE 0 0 143 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2527 22 SH SOLE 0 0 22 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 857 17 SH SOLE 0 0 17 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 9366 27 SH SOLE 0 0 27 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1712 53 SH SOLE 0 0 53 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 582 18 SH SOLE 0 0 18 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 303 6 SH SOLE 0 0 6 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 594 13 SH SOLE 0 0 13 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 634 7 SH SOLE 0 0 7 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3469 10 SH SOLE 0 0 10 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3692 44 SH SOLE 0 0 44 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1215 28 SH SOLE 0 0 28 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 9900 118 SH SOLE 0 0 118 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1720 19 SH SOLE 0 0 19 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1053 15 SH SOLE 0 0 15 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 10406 30 SH SOLE 0 0 30 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1009 20 SH SOLE 0 0 20 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1839 23 SH SOLE 0 0 23 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 404 8 SH SOLE 0 0 8 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 996 11 SH SOLE 0 0 11 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 548 12 SH SOLE 0 0 12 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2853 34 SH SOLE 0 0 34 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 743 23 SH SOLE 0 0 23 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 70 1 SH SOLE 0 0 1 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 998 23 SH SOLE 0 0 23 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 491 12 SH SOLE 0 0 12 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3122 9 SH SOLE 0 0 9 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 29203 279 SH SOLE 0 0 279 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 6931 75 SH SOLE 0 0 75 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 2456 60 SH SOLE 0 0 60 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 11717 102 SH SOLE 0 0 102 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6608 73 SH SOLE 0 0 73 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 8013 248 SH SOLE 0 0 248 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2068 18 SH SOLE 0 0 18 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 46135 133 SH SOLE 0 0 133 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 15884 366 SH SOLE 0 0 366 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3934 78 SH SOLE 0 0 78 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4353 62 SH SOLE 0 0 62 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 45893 547 SH SOLE 0 0 547 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 7403 162 SH SOLE 0 0 162 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 8056 89 SH SOLE 0 0 89 APPLE INC COM 037833100 203439 1488 SH SOLE 0 0 1488 FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD DJ INTERNT IDX 33733E302 4700 37 SH SOLE 0 0 37 DISNEY WALT CO COM COM 254687106 11328 120 SH SOLE 0 0 120 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 823 18 SH SOLE 0 0 18 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1448 16 SH SOLE 0 0 16 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1953 45 SH SOLE 0 0 45 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 454 9 SH SOLE 0 0 9 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 905 28 SH SOLE 0 0 28 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5286 63 SH SOLE 0 0 63 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 211 3 SH SOLE 0 0 3 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4856 14 SH SOLE 0 0 14 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 31219 90 SH SOLE 0 0 90 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2808 40 SH SOLE 0 0 40 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1248 18 SH SOLE 0 0 18 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1556 38 SH SOLE 0 0 38 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 5117 64 SH SOLE 0 0 64 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 28610 341 SH SOLE 0 0 341 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5250 58 SH SOLE 0 0 58 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3884 77 SH SOLE 0 0 77 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1378 12 SH SOLE 0 0 12 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 9366 27 SH SOLE 0 0 27 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2387 55 SH SOLE 0 0 55 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1358 15 SH SOLE 0 0 15 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1325 29 SH SOLE 0 0 29 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3522 109 SH SOLE 0 0 109 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4080 94 SH SOLE 0 0 94 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5827 83 SH SOLE 0 0 83 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 8871 98 SH SOLE 0 0 98 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 9834 123 SH SOLE 0 0 123 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1608 14 SH SOLE 0 0 14 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 52689 628 SH SOLE 0 0 628 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 55154 159 SH SOLE 0 0 159 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5397 107 SH SOLE 0 0 107 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1493 13 SH SOLE 0 0 13 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 5347 117 SH SOLE 0 0 117 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2808 40 SH SOLE 0 0 40 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2825 56 SH SOLE 0 0 56 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6246 69 SH SOLE 0 0 69 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 32805 391 SH SOLE 0 0 391 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 5977 185 SH SOLE 0 0 185 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 31566 91 SH SOLE 0 0 91 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 11978 276 SH SOLE 0 0 276 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3608 43 SH SOLE 0 0 43 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 286 7 SH SOLE 0 0 7 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 594 13 SH SOLE 0 0 13 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 303 6 SH SOLE 0 0 6 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3469 10 SH SOLE 0 0 10 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 1449 18 SH SOLE 0 0 18 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1086 12 SH SOLE 0 0 12 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 739 8 SH SOLE 0 0 8 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 1048 21 SH SOLE 0 0 21 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1345 31 SH SOLE 0 0 31 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 614 19 SH SOLE 0 0 19 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 10862 120 SH SOLE 0 0 120 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 17664 407 SH SOLE 0 0 407 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 7263 144 SH SOLE 0 0 144 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2079 26 SH SOLE 0 0 26 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 24673 267 SH SOLE 0 0 267 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 179378 2138 SH SOLE 0 0 2138 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 49111 1520 SH SOLE 0 0 1520 ISHARES TR MSCI INTL VLU FT MSCI INTL VLU FT 46435G409 55317 2494 SH SOLE 0 0 2494 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 21625 308 SH SOLE 0 0 308 ISHARES RUSSELL 1000 INDEX FUND RUS 1000 ETF 464287622 3116 15 SH SOLE 0 0 15 GOLDMAN SACHS ETF TR MARKETBETA INTL MARKETBETA INTL 381430180 23630 527 SH SOLE 0 0 527 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 32225 356 SH SOLE 0 0 356 ISHARES TRUST S & P EURO EUROPE ETF 464287861 80893 1894 SH SOLE 0 0 1894 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 30253 662 SH SOLE 0 0 662 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 168931 487 SH SOLE 0 0 487 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 30541 382 SH SOLE 0 0 382 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 28333 313 SH SOLE 0 0 313 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 5629 49 SH SOLE 0 0 49 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 17693 252 SH SOLE 0 0 252 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 16090 319 SH SOLE 0 0 319 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 161843 1929 SH SOLE 0 0 1929 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 10038 199 SH SOLE 0 0 199 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 92542 1103 SH SOLE 0 0 1103 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 14951 187 SH SOLE 0 0 187 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 10391 148 SH SOLE 0 0 148 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 95392 275 SH SOLE 0 0 275 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 12673 140 SH SOLE 0 0 140 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3581 51 SH SOLE 0 0 51 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 38157 110 SH SOLE 0 0 110 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3228 64 SH SOLE 0 0 64 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 38007 453 SH SOLE 0 0 453 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 6124 134 SH SOLE 0 0 134 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6789 75 SH SOLE 0 0 75 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1723 15 SH SOLE 0 0 15 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 6462 200 SH SOLE 0 0 200 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 13194 304 SH SOLE 0 0 304 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2716 30 SH SOLE 0 0 30 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 689 6 SH SOLE 0 0 6 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1261 25 SH SOLE 0 0 25 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2422 53 SH SOLE 0 0 53 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1404 20 SH SOLE 0 0 20 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 15263 44 SH SOLE 0 0 44 ISHARES CORE AGGRESSIVE ALLOCATION ETF AGGRES ALLOC ETF 464289859 3414 57 SH SOLE 0 0 57 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 208 3 SH SOLE 0 0 3 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1160 23 SH SOLE 0 0 23 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 10320 123 SH SOLE 0 0 123 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1439 18 SH SOLE 0 0 18 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 10406 30 SH SOLE 0 0 30 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 983 14 SH SOLE 0 0 14 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 328 8 SH SOLE 0 0 8 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1810 20 SH SOLE 0 0 20 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7132 85 SH SOLE 0 0 85 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 996 11 SH SOLE 0 0 11 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 757 15 SH SOLE 0 0 15 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7284 21 SH SOLE 0 0 21 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 772 11 SH SOLE 0 0 11 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1119 14 SH SOLE 0 0 14 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 5514 48 SH SOLE 0 0 48 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 171012 493 SH SOLE 0 0 493 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 16393 325 SH SOLE 0 0 325 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 32060 401 SH SOLE 0 0 401 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 27699 306 SH SOLE 0 0 306 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 165031 1967 SH SOLE 0 0 1967 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 17623 251 SH SOLE 0 0 251 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1264 11 SH SOLE 0 0 11 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2270 45 SH SOLE 0 0 45 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4707 52 SH SOLE 0 0 52 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2387 34 SH SOLE 0 0 34 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3819 88 SH SOLE 0 0 88 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5617 80 SH SOLE 0 0 80 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4994 99 SH SOLE 0 0 99 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 47523 137 SH SOLE 0 0 137 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 45222 539 SH SOLE 0 0 539 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 9725 301 SH SOLE 0 0 301 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 11631 268 SH SOLE 0 0 268 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6789 75 SH SOLE 0 0 75 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 6307 138 SH SOLE 0 0 138 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 594 13 SH SOLE 0 0 13 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4163 12 SH SOLE 0 0 12 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4447 53 SH SOLE 0 0 53 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1002 31 SH SOLE 0 0 31 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 543 6 SH SOLE 0 0 6 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 421 6 SH SOLE 0 0 6 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 404 8 SH SOLE 0 0 8 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1128 26 SH SOLE 0 0 26 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2673 53 SH SOLE 0 0 53 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1378 12 SH SOLE 0 0 12 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 31295 373 SH SOLE 0 0 373 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5522 61 SH SOLE 0 0 61 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 5073 111 SH SOLE 0 0 111 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 5331 165 SH SOLE 0 0 165 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 31566 91 SH SOLE 0 0 91 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 10850 250 SH SOLE 0 0 250 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3019 43 SH SOLE 0 0 43 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 694 2 SH SOLE 0 0 2 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 2497 36 SH SOLE 0 0 36 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 3234 79 SH SOLE 0 0 79 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4943 98 SH SOLE 0 0 98 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 13367 308 SH SOLE 0 0 308 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2412 21 SH SOLE 0 0 21 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 10081 312 SH SOLE 0 0 312 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 52438 625 SH SOLE 0 0 625 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 9144 283 SH SOLE 0 0 283 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2297 20 SH SOLE 0 0 20 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 8987 128 SH SOLE 0 0 128 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 8575 170 SH SOLE 0 0 170 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 11273 141 SH SOLE 0 0 141 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 68335 197 SH SOLE 0 0 197 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 2866 70 SH SOLE 0 0 70 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 10953 121 SH SOLE 0 0 121 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 18527 177 SH SOLE 0 0 177 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 39636 794 SH SOLE 0 0 794 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 2913 42 SH SOLE 0 0 42 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 62422 744 SH SOLE 0 0 744 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 9075 79 SH SOLE 0 0 79 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 5914 64 SH SOLE 0 0 64 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 2774 40 SH SOLE 0 0 40 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 8226 180 SH SOLE 0 0 180 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5968 85 SH SOLE 0 0 85 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5397 107 SH SOLE 0 0 107 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 14279 329 SH SOLE 0 0 329 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 11922 369 SH SOLE 0 0 369 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 44803 534 SH SOLE 0 0 534 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2757 24 SH SOLE 0 0 24 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 8509 94 SH SOLE 0 0 94 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 3357 82 SH SOLE 0 0 82 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 50644 146 SH SOLE 0 0 146 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 18038 52 SH SOLE 0 0 52 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3016 66 SH SOLE 0 0 66 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 689 6 SH SOLE 0 0 6 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6597 152 SH SOLE 0 0 152 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1685 24 SH SOLE 0 0 24 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3328 103 SH SOLE 0 0 103 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 77020 918 SH SOLE 0 0 918 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 80129 231 SH SOLE 0 0 231 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 7818 155 SH SOLE 0 0 155 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 303 6 SH SOLE 0 0 6 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3122 9 SH SOLE 0 0 9 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2853 34 SH SOLE 0 0 34 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 480 6 SH SOLE 0 0 6 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 453 5 SH SOLE 0 0 5 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1825 26 SH SOLE 0 0 26 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4123 95 SH SOLE 0 0 95 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1715 34 SH SOLE 0 0 34 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2806 31 SH SOLE 0 0 31 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1632 40 SH SOLE 0 0 40 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 15956 46 SH SOLE 0 0 46 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 5795 72 SH SOLE 0 0 72 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1571 17 SH SOLE 0 0 17 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3683 114 SH SOLE 0 0 114 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2514 55 SH SOLE 0 0 55 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 16361 195 SH SOLE 0 0 195 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2263 25 SH SOLE 0 0 25 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3429 79 SH SOLE 0 0 79 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 11447 33 SH SOLE 0 0 33 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1064 26 SH SOLE 0 0 26 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1828 40 SH SOLE 0 0 40 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2552 79 SH SOLE 0 0 79 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1334 19 SH SOLE 0 0 19 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 689 6 SH SOLE 0 0 6 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 10655 127 SH SOLE 0 0 127 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1261 25 SH SOLE 0 0 25 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 555 8 SH SOLE 0 0 8 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 8615 75 SH SOLE 0 0 75 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 17375 166 SH SOLE 0 0 166 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 8121 161 SH SOLE 0 0 161 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 46476 931 SH SOLE 0 0 931 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 9194 115 SH SOLE 0 0 115 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 38851 112 SH SOLE 0 0 112 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 34651 413 SH SOLE 0 0 413 ISHARES TRUST FALLEN ANGELS USD BD ETF FALN ANGLS USD 46435G474 4629 188 SH SOLE 0 0 188 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 4578 66 SH SOLE 0 0 66 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7978 23 SH SOLE 0 0 23 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1086 12 SH SOLE 0 0 12 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8054 96 SH SOLE 0 0 96 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1234 27 SH SOLE 0 0 27 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2083 48 SH SOLE 0 0 48 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1009 20 SH SOLE 0 0 20 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1842 57 SH SOLE 0 0 57 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 843 12 SH SOLE 0 0 12 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 3052 44 SH SOLE 0 0 44 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 6951 99 SH SOLE 0 0 99 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 69218 825 SH SOLE 0 0 825 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 4544 111 SH SOLE 0 0 111 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 9634 191 SH SOLE 0 0 191 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2872 25 SH SOLE 0 0 25 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 76660 221 SH SOLE 0 0 221 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 12582 139 SH SOLE 0 0 139 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 11673 146 SH SOLE 0 0 146 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 702 10 SH SOLE 0 0 10 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 832 9 SH SOLE 0 0 9 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7719 92 SH SOLE 0 0 92 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7284 21 SH SOLE 0 0 21 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 706 14 SH SOLE 0 0 14 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 2446 49 SH SOLE 0 0 49 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1599 20 SH SOLE 0 0 20 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2100 65 SH SOLE 0 0 65 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 958 19 SH SOLE 0 0 19 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 9061 108 SH SOLE 0 0 108 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1053 15 SH SOLE 0 0 15 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 303 6 SH SOLE 0 0 6 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 594 13 SH SOLE 0 0 13 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3692 44 SH SOLE 0 0 44 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1259 29 SH SOLE 0 0 29 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 614 19 SH SOLE 0 0 19 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3816 11 SH SOLE 0 0 11 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 634 7 SH SOLE 0 0 7 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 153321 442 SH SOLE 0 0 442 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 6428 157 SH SOLE 0 0 157 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 5965 86 SH SOLE 0 0 86 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 20080 286 SH SOLE 0 0 286 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 140365 1673 SH SOLE 0 0 1673 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 41973 401 SH SOLE 0 0 401 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 25264 316 SH SOLE 0 0 316 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 89357 1790 SH SOLE 0 0 1790 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 19419 385 SH SOLE 0 0 385 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 13307 144 SH SOLE 0 0 144 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 20677 180 SH SOLE 0 0 180 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 24802 274 SH SOLE 0 0 274 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 6433 56 SH SOLE 0 0 56 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 209750 2500 SH SOLE 0 0 2500 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 35212 389 SH SOLE 0 0 389 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 39255 491 SH SOLE 0 0 491 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 21740 431 SH SOLE 0 0 431 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 23169 330 SH SOLE 0 0 330 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 219228 632 SH SOLE 0 0 632 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 6249 89 SH SOLE 0 0 89 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1953 17 SH SOLE 0 0 17 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 3468 50 SH SOLE 0 0 50 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 7864 112 SH SOLE 0 0 112 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 5158 126 SH SOLE 0 0 126 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 13699 424 SH SOLE 0 0 424 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 57052 680 SH SOLE 0 0 680 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3216 28 SH SOLE 0 0 28 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 10008 219 SH SOLE 0 0 219 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 64520 186 SH SOLE 0 0 186 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 13344 413 SH SOLE 0 0 413 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 12385 271 SH SOLE 0 0 271 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 76601 913 SH SOLE 0 0 913 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 77007 222 SH SOLE 0 0 222 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 7302 104 SH SOLE 0 0 104 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3331 29 SH SOLE 0 0 29 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6557 130 SH SOLE 0 0 130 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 26561 612 SH SOLE 0 0 612 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 13487 149 SH SOLE 0 0 149 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 7541 165 SH SOLE 0 0 165 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 44635 532 SH SOLE 0 0 532 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 44401 128 SH SOLE 0 0 128 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1953 17 SH SOLE 0 0 17 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3783 75 SH SOLE 0 0 75 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 7966 88 SH SOLE 0 0 88 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 15928 367 SH SOLE 0 0 367 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 8239 255 SH SOLE 0 0 255 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4072 58 SH SOLE 0 0 58 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 7263 144 SH SOLE 0 0 144 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 67642 195 SH SOLE 0 0 195 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3446 30 SH SOLE 0 0 30 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 59821 713 SH SOLE 0 0 713 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 14378 445 SH SOLE 0 0 445 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 10511 230 SH SOLE 0 0 230 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 8215 117 SH SOLE 0 0 117 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 8325 24 SH SOLE 0 0 24 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2082 23 SH SOLE 0 0 23 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1519 47 SH SOLE 0 0 47 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8810 105 SH SOLE 0 0 105 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1417 31 SH SOLE 0 0 31 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 757 15 SH SOLE 0 0 15 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3342 77 SH SOLE 0 0 77 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 562 8 SH SOLE 0 0 8 ISHARES TR 10-20 YR TRS ETF 10-20 YR TRS ETF 464288653 2403 20 SH SOLE 0 0 20 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2172 24 SH SOLE 0 0 24 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 737 18 SH SOLE 0 0 18 ISHARES TR S&P SMALL CAP 600 GROWTH ETF S&P SML 600 GWT 464287887 1580 15 SH SOLE 0 0 15 SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF NUVEEN BLMBRG SH 78468R739 4868 103 SH SOLE 0 0 103 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6938 20 SH SOLE 0 0 20 ISHARES U.S. HEALTHCARE ETF US HLTHCARE ETF 464287762 2420 9 SH SOLE 0 0 9 ISHARES RUSSELL 1000 INDEX FUND RUS 1000 ETF 464287622 2285 11 SH SOLE 0 0 11 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 3198 40 SH SOLE 0 0 40 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF BBG CONV SEC ETF 78464A359 775 12 SH SOLE 0 0 12 ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 1100 8 SH SOLE 0 0 8 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 25389 585 SH SOLE 0 0 585 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 75594 901 SH SOLE 0 0 901 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 7302 104 SH SOLE 0 0 104 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3101 27 SH SOLE 0 0 27 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 76314 220 SH SOLE 0 0 220 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 12504 387 SH SOLE 0 0 387 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 12385 271 SH SOLE 0 0 271 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6608 131 SH SOLE 0 0 131 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 13125 145 SH SOLE 0 0 145 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3020 36 SH SOLE 0 0 36 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 781 18 SH SOLE 0 0 18 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4685 145 SH SOLE 0 0 145 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 27057 78 SH SOLE 0 0 78 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 2366 58 SH SOLE 0 0 58 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 3419 37 SH SOLE 0 0 37 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4753 104 SH SOLE 0 0 104 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 9591 221 SH SOLE 0 0 221 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 8636 173 SH SOLE 0 0 173 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 8532 106 SH SOLE 0 0 106 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 27687 330 SH SOLE 0 0 330 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 314 3 SH SOLE 0 0 3 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2098 25 SH SOLE 0 0 25 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 462 5 SH SOLE 0 0 5 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2081 6 SH SOLE 0 0 6 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 140 2 SH SOLE 0 0 2 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 1797 36 SH SOLE 0 0 36 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 151 3 SH SOLE 0 0 3 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 160 2 SH SOLE 0 0 2 DISNEY WALT CO COM COM 254687106 6325 67 SH SOLE 0 0 67 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 5197 65 SH SOLE 0 0 65 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 24628 71 SH SOLE 0 0 71 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 20891 249 SH SOLE 0 0 249 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 28904 579 SH SOLE 0 0 579 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 3696 40 SH SOLE 0 0 40 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1433 35 SH SOLE 0 0 35 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 18003 172 SH SOLE 0 0 172 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 2566 37 SH SOLE 0 0 37 ISHARES TRUST FALLEN ANGELS USD BD ETF FALN ANGLS USD 46435G474 2684 109 SH SOLE 0 0 109 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 7122 62 SH SOLE 0 0 62 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4345 48 SH SOLE 0 0 48 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 562 8 SH SOLE 0 0 8 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8222 98 SH SOLE 0 0 98 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 46482 134 SH SOLE 0 0 134 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 7875 87 SH SOLE 0 0 87 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 40859 487 SH SOLE 0 0 487 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5617 80 SH SOLE 0 0 80 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 7038 154 SH SOLE 0 0 154 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 10753 31 SH SOLE 0 0 31 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2165 67 SH SOLE 0 0 67 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1539 17 SH SOLE 0 0 17 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 10152 121 SH SOLE 0 0 121 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2604 60 SH SOLE 0 0 60 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1417 31 SH SOLE 0 0 31 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1160 23 SH SOLE 0 0 23 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1264 18 SH SOLE 0 0 18 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2528 36 SH SOLE 0 0 36 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 22547 65 SH SOLE 0 0 65 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2371 47 SH SOLE 0 0 47 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 3518 44 SH SOLE 0 0 44 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 22066 263 SH SOLE 0 0 263 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2987 33 SH SOLE 0 0 33 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 44092 628 SH SOLE 0 0 628 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 83148 1040 SH SOLE 0 0 1040 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 423108 5043 SH SOLE 0 0 5043 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 71149 786 SH SOLE 0 0 786 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 14359 125 SH SOLE 0 0 125 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 42622 845 SH SOLE 0 0 845 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 438803 1265 SH SOLE 0 0 1265 ISHARES CORE AGGRESSIVE ALLOCATION ETF AGGRES ALLOC ETF 464289859 5270 88 SH SOLE 0 0 88 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 19213 229 SH SOLE 0 0 229 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 20119 58 SH SOLE 0 0 58 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2833 62 SH SOLE 0 0 62 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2897 32 SH SOLE 0 0 32 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2118 42 SH SOLE 0 0 42 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5121 118 SH SOLE 0 0 118 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 18458 220 SH SOLE 0 0 220 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1513 30 SH SOLE 0 0 30 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3259 36 SH SOLE 0 0 36 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 485 15 SH SOLE 0 0 15 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 955 22 SH SOLE 0 0 22 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2428 7 SH SOLE 0 0 7 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2349 28 SH SOLE 0 0 28 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 457 10 SH SOLE 0 0 10 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3859 46 SH SOLE 0 0 46 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 998 23 SH SOLE 0 0 23 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 491 7 SH SOLE 0 0 7 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 454 9 SH SOLE 0 0 9 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4163 12 SH SOLE 0 0 12 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 840 26 SH SOLE 0 0 26 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 548 12 SH SOLE 0 0 12 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 543 6 SH SOLE 0 0 6 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 14231 178 SH SOLE 0 0 178 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 12220 135 SH SOLE 0 0 135 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 91923 265 SH SOLE 0 0 265 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 10110 144 SH SOLE 0 0 144 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 89018 1061 SH SOLE 0 0 1061 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 9483 188 SH SOLE 0 0 188 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 20774 331 SH SOLE 0 0 331 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 14692 352 SH SOLE 0 0 352 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 42957 512 SH SOLE 0 0 512 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 28161 894 SH SOLE 0 0 894 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 51840 721 SH SOLE 0 0 721 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 24667 473 SH SOLE 0 0 473 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 16704 517 SH SOLE 0 0 517 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 42266 1415 SH SOLE 0 0 1415 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 65907 190 SH SOLE 0 0 190 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 37839 758 SH SOLE 0 0 758 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 11033 138 SH SOLE 0 0 138 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 2743 67 SH SOLE 0 0 67 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 5452 59 SH SOLE 0 0 59 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 10862 120 SH SOLE 0 0 120 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 8566 122 SH SOLE 0 0 122 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 2705 39 SH SOLE 0 0 39 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 60828 725 SH SOLE 0 0 725 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5550 16 SH SOLE 0 0 16 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 960 21 SH SOLE 0 0 21 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1294 14 SH SOLE 0 0 14 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 281 4 SH SOLE 0 0 4 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 504 10 SH SOLE 0 0 10 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2257 52 SH SOLE 0 0 52 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 1797 36 SH SOLE 0 0 36 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 2254 28 SH SOLE 0 0 28 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1539 17 SH SOLE 0 0 17 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 490 12 SH SOLE 0 0 12 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5873 70 SH SOLE 0 0 70 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1034 32 SH SOLE 0 0 32 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6608 73 SH SOLE 0 0 73 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 10314 129 SH SOLE 0 0 129 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5336 76 SH SOLE 0 0 76 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 53420 154 SH SOLE 0 0 154 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5094 101 SH SOLE 0 0 101 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 16274 326 SH SOLE 0 0 326 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1723 15 SH SOLE 0 0 15 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 6838 74 SH SOLE 0 0 74 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 53277 635 SH SOLE 0 0 635 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2604 60 SH SOLE 0 0 60 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7551 90 SH SOLE 0 0 90 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 12109 279 SH SOLE 0 0 279 ISHARES TRUST FALLEN ANGELS USD BD ETF FALN ANGLS USD 46435G474 12408 504 SH SOLE 0 0 504 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 34688 100 SH SOLE 0 0 100 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 8317 182 SH SOLE 0 0 182 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 31882 380 SH SOLE 0 0 380 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 12176 106 SH SOLE 0 0 106 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6155 68 SH SOLE 0 0 68 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 5757 83 SH SOLE 0 0 83 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 3398 83 SH SOLE 0 0 83 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 6010 186 SH SOLE 0 0 186 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 7173 222 SH SOLE 0 0 222 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 14192 327 SH SOLE 0 0 327 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 40932 118 SH SOLE 0 0 118 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 41027 489 SH SOLE 0 0 489 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1838 16 SH SOLE 0 0 16 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3862 55 SH SOLE 0 0 55 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 7242 80 SH SOLE 0 0 80 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3531 70 SH SOLE 0 0 70 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 6627 145 SH SOLE 0 0 145 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 6789 136 SH SOLE 0 0 136 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1754 43 SH SOLE 0 0 43 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 20466 59 SH SOLE 0 0 59 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1816 36 SH SOLE 0 0 36 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6814 157 SH SOLE 0 0 157 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 2680 29 SH SOLE 0 0 29 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 20891 249 SH SOLE 0 0 249 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3683 114 SH SOLE 0 0 114 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3621 40 SH SOLE 0 0 40 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 6117 76 SH SOLE 0 0 76 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3519 77 SH SOLE 0 0 77 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1966 28 SH SOLE 0 0 28 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1816 36 SH SOLE 0 0 36 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 16581 206 SH SOLE 0 0 206 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 50644 146 SH SOLE 0 0 146 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 9049 198 SH SOLE 0 0 198 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 10812 117 SH SOLE 0 0 117 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 30707 366 SH SOLE 0 0 366 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 10953 121 SH SOLE 0 0 121 ISHARES TRUST DOW JONES UNITED STATES FINANCIAL U.S. FIN SVC ETF 464287770 2223 15 SH SOLE 0 0 15 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 8078 250 SH SOLE 0 0 250 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 7566 150 SH SOLE 0 0 150 ISHARES TR MSCI INTL VLU FT MSCI INTL VLU FT 46435G409 11622 524 SH SOLE 0 0 524 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4394 136 SH SOLE 0 0 136 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4345 48 SH SOLE 0 0 48 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 8187 164 SH SOLE 0 0 164 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2219 44 SH SOLE 0 0 44 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 25170 300 SH SOLE 0 0 300 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 8246 190 SH SOLE 0 0 190 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2317 33 SH SOLE 0 0 33 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 7405 92 SH SOLE 0 0 92 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 24975 72 SH SOLE 0 0 72 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 2122 52 SH SOLE 0 0 52 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 3327 36 SH SOLE 0 0 36 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1034 9 SH SOLE 0 0 9 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4296 94 SH SOLE 0 0 94 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1474 21 SH SOLE 0 0 21 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1412 28 SH SOLE 0 0 28 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 5341 107 SH SOLE 0 0 107 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2806 31 SH SOLE 0 0 31 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1387 34 SH SOLE 0 0 34 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 689 6 SH SOLE 0 0 6 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2940 91 SH SOLE 0 0 91 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 16650 48 SH SOLE 0 0 48 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 16696 199 SH SOLE 0 0 199 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 3676 53 SH SOLE 0 0 53 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 5404 132 SH SOLE 0 0 132 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 11315 125 SH SOLE 0 0 125 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 18575 428 SH SOLE 0 0 428 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1345 31 SH SOLE 0 0 31 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5203 15 SH SOLE 0 0 15 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 632 9 SH SOLE 0 0 9 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 996 11 SH SOLE 0 0 11 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 548 12 SH SOLE 0 0 12 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1131 35 SH SOLE 0 0 35 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4950 59 SH SOLE 0 0 59 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 404 8 SH SOLE 0 0 8 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1404 20 SH SOLE 0 0 20 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1999 25 SH SOLE 0 0 25 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1362 27 SH SOLE 0 0 27 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 12835 37 SH SOLE 0 0 37 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1629 18 SH SOLE 0 0 18 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 12166 145 SH SOLE 0 0 145 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1259 29 SH SOLE 0 0 29 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3816 11 SH SOLE 0 0 11 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 614 19 SH SOLE 0 0 19 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 634 7 SH SOLE 0 0 7 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3692 44 SH SOLE 0 0 44 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 594 13 SH SOLE 0 0 13 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 303 6 SH SOLE 0 0 6 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2757 24 SH SOLE 0 0 24 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 10237 224 SH SOLE 0 0 224 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 21874 504 SH SOLE 0 0 504 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 6038 86 SH SOLE 0 0 86 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5448 108 SH SOLE 0 0 108 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 11018 341 SH SOLE 0 0 341 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 362 4 SH SOLE 0 0 4 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2775 8 SH SOLE 0 0 8 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 281 4 SH SOLE 0 0 4 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 679 21 SH SOLE 0 0 21 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 366 8 SH SOLE 0 0 8 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 901 22 SH SOLE 0 0 22 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1513 30 SH SOLE 0 0 30 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1839 23 SH SOLE 0 0 23 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 11410 136 SH SOLE 0 0 136 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2172 24 SH SOLE 0 0 24 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 416 6 SH SOLE 0 0 6 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1053 15 SH SOLE 0 0 15 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 12141 35 SH SOLE 0 0 35 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 955 22 SH SOLE 0 0 22 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 743 23 SH SOLE 0 0 23 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3122 9 SH SOLE 0 0 9 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3356 40 SH SOLE 0 0 40 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 404 8 SH SOLE 0 0 8 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 211 3 SH SOLE 0 0 3 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 503 11 SH SOLE 0 0 11 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1177 13 SH SOLE 0 0 13 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 724 8 SH SOLE 0 0 8 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5118 61 SH SOLE 0 0 61 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 1851 23 SH SOLE 0 0 23 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5203 15 SH SOLE 0 0 15 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 555 11 SH SOLE 0 0 11 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 562 8 SH SOLE 0 0 8 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1259 29 SH SOLE 0 0 29 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 554 6 SH SOLE 0 0 6 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 571 14 SH SOLE 0 0 14 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1195 37 SH SOLE 0 0 37 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 731 16 SH SOLE 0 0 16 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 229 5 SH SOLE 0 0 5 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1279 16 SH SOLE 0 0 16 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 139 2 SH SOLE 0 0 2 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1991 22 SH SOLE 0 0 22 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 778 19 SH SOLE 0 0 19 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7978 23 SH SOLE 0 0 23 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 958 19 SH SOLE 0 0 19 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 503 11 SH SOLE 0 0 11 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 404 8 SH SOLE 0 0 8 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 421 6 SH SOLE 0 0 6 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 1207 15 SH SOLE 0 0 15 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 775 24 SH SOLE 0 0 24 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 367 9 SH SOLE 0 0 9 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 868 20 SH SOLE 0 0 20 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3524 42 SH SOLE 0 0 42 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 543 6 SH SOLE 0 0 6 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3469 10 SH SOLE 0 0 10 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 370 4 SH SOLE 0 0 4 ISHARES CORE AGGRESSIVE ALLOCATION ETF AGGRES ALLOC ETF 464289859 3414 57 SH SOLE 0 0 57 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 202 4 SH SOLE 0 0 4 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 241 3 SH SOLE 0 0 3 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 370 4 SH SOLE 0 0 4 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 258 8 SH SOLE 0 0 8 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 1734 5 SH SOLE 0 0 5 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 724 8 SH SOLE 0 0 8 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 70 1 SH SOLE 0 0 1 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 320 7 SH SOLE 0 0 7 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 204 5 SH SOLE 0 0 5 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 549 11 SH SOLE 0 0 11 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 608 14 SH SOLE 0 0 14 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2014 24 SH SOLE 0 0 24 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 45474 542 SH SOLE 0 0 542 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4491 139 SH SOLE 0 0 139 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2247 32 SH SOLE 0 0 32 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 10060 29 SH SOLE 0 0 29 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 913 13 SH SOLE 0 0 13 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 908 18 SH SOLE 0 0 18 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3342 77 SH SOLE 0 0 77 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 9984 119 SH SOLE 0 0 119 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1720 19 SH SOLE 0 0 19 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1680 52 SH SOLE 0 0 52 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1737 38 SH SOLE 0 0 38 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 255 5 SH SOLE 0 0 5 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 3033 8 SH SOLE 0 0 8 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 1711 30 SH SOLE 0 0 30 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 462 5 SH SOLE 0 0 5 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 860 36 SH SOLE 0 0 36 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 29859 688 SH SOLE 0 0 688 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 88095 1050 SH SOLE 0 0 1050 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 88108 254 SH SOLE 0 0 254 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 7869 156 SH SOLE 0 0 156 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 8425 120 SH SOLE 0 0 120 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 15081 330 SH SOLE 0 0 330 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 15298 169 SH SOLE 0 0 169 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3791 33 SH SOLE 0 0 33 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 15767 488 SH SOLE 0 0 488 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 92877 1107 SH SOLE 0 0 1107 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 16203 179 SH SOLE 0 0 179 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 4370 63 SH SOLE 0 0 63 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 101289 292 SH SOLE 0 0 292 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 8846 126 SH SOLE 0 0 126 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 4258 104 SH SOLE 0 0 104 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 4250 37 SH SOLE 0 0 37 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 12711 252 SH SOLE 0 0 252 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 50644 146 SH SOLE 0 0 146 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5827 83 SH SOLE 0 0 83 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6517 72 SH SOLE 0 0 72 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 7355 92 SH SOLE 0 0 92 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 48662 580 SH SOLE 0 0 580 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5397 107 SH SOLE 0 0 107 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 10410 115 SH SOLE 0 0 115 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5476 78 SH SOLE 0 0 78 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 5100 125 SH SOLE 0 0 125 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 7855 85 SH SOLE 0 0 85 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 20224 466 SH SOLE 0 0 466 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 10695 331 SH SOLE 0 0 331 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 60357 174 SH SOLE 0 0 174 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 60240 718 SH SOLE 0 0 718 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 18030 224 SH SOLE 0 0 224 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 10237 224 SH SOLE 0 0 224 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5094 101 SH SOLE 0 0 101 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2642 23 SH SOLE 0 0 23 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 19768 396 SH SOLE 0 0 396 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4213 60 SH SOLE 0 0 60 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 42286 504 SH SOLE 0 0 504 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 7604 84 SH SOLE 0 0 84 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 46135 133 SH SOLE 0 0 133 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1803 26 SH SOLE 0 0 26 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5599 111 SH SOLE 0 0 111 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 7275 91 SH SOLE 0 0 91 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 2170 53 SH SOLE 0 0 53 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1953 17 SH SOLE 0 0 17 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1034 32 SH SOLE 0 0 32 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1267 14 SH SOLE 0 0 14 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 491 7 SH SOLE 0 0 7 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 702 10 SH SOLE 0 0 10 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 656 13 SH SOLE 0 0 13 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7631 22 SH SOLE 0 0 22 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1267 14 SH SOLE 0 0 14 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1234 27 SH SOLE 0 0 27 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1260 39 SH SOLE 0 0 39 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 15263 44 SH SOLE 0 0 44 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1513 30 SH SOLE 0 0 30 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2718 34 SH SOLE 0 0 34 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1615 23 SH SOLE 0 0 23 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 14599 174 SH SOLE 0 0 174 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2444 27 SH SOLE 0 0 27 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2604 60 SH SOLE 0 0 60 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2326 72 SH SOLE 0 0 72 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1358 15 SH SOLE 0 0 15 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1053 15 SH SOLE 0 0 15 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1371 30 SH SOLE 0 0 30 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 10060 29 SH SOLE 0 0 29 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 9984 119 SH SOLE 0 0 119 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1009 20 SH SOLE 0 0 20 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 971 14 SH SOLE 0 0 14 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1351 33 SH SOLE 0 0 33 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 3598 45 SH SOLE 0 0 45 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3892 43 SH SOLE 0 0 43 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2976 59 SH SOLE 0 0 59 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2106 30 SH SOLE 0 0 30 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 23241 67 SH SOLE 0 0 67 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 919 8 SH SOLE 0 0 8 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 21143 252 SH SOLE 0 0 252 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 102483 1797 SH SOLE 0 0 1797 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 16514 324 SH SOLE 0 0 324 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 5876 73 SH SOLE 0 0 73 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3863 89 SH SOLE 0 0 89 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1756 19 SH SOLE 0 0 19 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2354 26 SH SOLE 0 0 26 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 16303 47 SH SOLE 0 0 47 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1673 41 SH SOLE 0 0 41 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1755 25 SH SOLE 0 0 25 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3489 108 SH SOLE 0 0 108 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2331 51 SH SOLE 0 0 51 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 15689 187 SH SOLE 0 0 187 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 4550 12 SH SOLE 0 0 12 ISHARES INC CORE MSCI EMERGING MKTS ETF CORE MSCI EMKT 46434G103 736 15 SH SOLE 0 0 15 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 1824 31 SH SOLE 0 0 31 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 647 7 SH SOLE 0 0 7 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 7583 108 SH SOLE 0 0 108 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 9594 120 SH SOLE 0 0 120 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 63177 753 SH SOLE 0 0 753 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 7011 139 SH SOLE 0 0 139 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 65560 189 SH SOLE 0 0 189 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 8509 94 SH SOLE 0 0 94 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 503 11 SH SOLE 0 0 11 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3816 11 SH SOLE 0 0 11 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 1368 17 SH SOLE 0 0 17 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3776 45 SH SOLE 0 0 45 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 840 26 SH SOLE 0 0 26 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 421 6 SH SOLE 0 0 6 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 543 6 SH SOLE 0 0 6 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 404 8 SH SOLE 0 0 8 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 408 10 SH SOLE 0 0 10 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 911 21 SH SOLE 0 0 21 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 370 4 SH SOLE 0 0 4 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1965 43 SH SOLE 0 0 43 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2716 30 SH SOLE 0 0 30 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2879 63 SH SOLE 0 0 63 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 4910 61 SH SOLE 0 0 61 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 2125 23 SH SOLE 0 0 23 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5382 124 SH SOLE 0 0 124 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2775 8 SH SOLE 0 0 8 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 998 23 SH SOLE 0 0 23 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 281 4 SH SOLE 0 0 4 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 503 11 SH SOLE 0 0 11 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3188 38 SH SOLE 0 0 38 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 724 8 SH SOLE 0 0 8 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 353 7 SH SOLE 0 0 7 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 646 20 SH SOLE 0 0 20 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 16909 370 SH SOLE 0 0 370 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 18285 202 SH SOLE 0 0 202 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 8978 178 SH SOLE 0 0 178 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 36109 832 SH SOLE 0 0 832 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 4595 40 SH SOLE 0 0 40 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 9970 142 SH SOLE 0 0 142 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 105105 303 SH SOLE 0 0 303 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 104539 1246 SH SOLE 0 0 1246 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 18191 563 SH SOLE 0 0 563 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3272 39 SH SOLE 0 0 39 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 711 22 SH SOLE 0 0 22 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2775 8 SH SOLE 0 0 8 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 825 19 SH SOLE 0 0 19 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 411 9 SH SOLE 0 0 9 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 303 6 SH SOLE 0 0 6 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 543 6 SH SOLE 0 0 6 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 14222 41 SH SOLE 0 0 41 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1310 32 SH SOLE 0 0 32 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 694 10 SH SOLE 0 0 10 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 63261 754 SH SOLE 0 0 754 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 63479 183 SH SOLE 0 0 183 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 11134 123 SH SOLE 0 0 123 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 3412 9 SH SOLE 0 0 9 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 932 39 SH SOLE 0 0 39 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 1882 33 SH SOLE 0 0 33 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 554 6 SH SOLE 0 0 6 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 306 6 SH SOLE 0 0 6 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 884 37 SH SOLE 0 0 37 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 255 5 SH SOLE 0 0 5 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 554 6 SH SOLE 0 0 6 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 1711 30 SH SOLE 0 0 30 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 3033 8 SH SOLE 0 0 8 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 823 18 SH SOLE 0 0 18 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1519 35 SH SOLE 0 0 35 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 872 27 SH SOLE 0 0 27 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 353 7 SH SOLE 0 0 7 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3816 11 SH SOLE 0 0 11 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 724 8 SH SOLE 0 0 8 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4195 50 SH SOLE 0 0 50 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 1825 32 SH SOLE 0 0 32 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 554 6 SH SOLE 0 0 6 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 306 6 SH SOLE 0 0 6 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 3792 10 SH SOLE 0 0 10 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 884 37 SH SOLE 0 0 37 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1629 18 SH SOLE 0 0 18 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1474 21 SH SOLE 0 0 21 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1839 23 SH SOLE 0 0 23 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 11998 143 SH SOLE 0 0 143 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1311 26 SH SOLE 0 0 26 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 12488 36 SH SOLE 0 0 36 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 702 10 SH SOLE 0 0 10 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 1041 3 SH SOLE 0 0 3 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 362 4 SH SOLE 0 0 4 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 246 6 SH SOLE 0 0 6 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 755 9 SH SOLE 0 0 9 ISHARES TRUST FALLEN ANGELS USD BD ETF FALN ANGLS USD 46435G474 345 14 SH SOLE 0 0 14 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 347 8 SH SOLE 0 0 8 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 162 5 SH SOLE 0 0 5 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 702 10 SH SOLE 0 0 10 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 605 12 SH SOLE 0 0 12 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1389 32 SH SOLE 0 0 32 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1163 36 SH SOLE 0 0 36 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 777 17 SH SOLE 0 0 17 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5550 16 SH SOLE 0 0 16 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5454 65 SH SOLE 0 0 65 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 3412 9 SH SOLE 0 0 9 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 647 7 SH SOLE 0 0 7 ISHARES INC CORE MSCI EMERGING MKTS ETF CORE MSCI EMKT 46434G103 638 13 SH SOLE 0 0 13 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 1354 23 SH SOLE 0 0 23 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 368 9 SH SOLE 0 0 9 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 689 6 SH SOLE 0 0 6 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 996 11 SH SOLE 0 0 11 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3859 46 SH SOLE 0 0 46 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 959 12 SH SOLE 0 0 12 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 277 4 SH SOLE 0 0 4 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5203 15 SH SOLE 0 0 15 ISHARES TRUST FALLEN ANGELS USD BD ETF FALN ANGLS USD 46435G474 960 39 SH SOLE 0 0 39 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 16797 333 SH SOLE 0 0 333 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 32995 722 SH SOLE 0 0 722 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 190090 548 SH SOLE 0 0 548 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 58606 1174 SH SOLE 0 0 1174 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 16921 241 SH SOLE 0 0 241 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4353 62 SH SOLE 0 0 62 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3934 78 SH SOLE 0 0 78 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1953 17 SH SOLE 0 0 17 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 7266 159 SH SOLE 0 0 159 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 7785 86 SH SOLE 0 0 86 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 7690 238 SH SOLE 0 0 238 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 15581 359 SH SOLE 0 0 359 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 45441 131 SH SOLE 0 0 131 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 16746 185 SH SOLE 0 0 185 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 24685 764 SH SOLE 0 0 764 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 116899 337 SH SOLE 0 0 337 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 113181 1349 SH SOLE 0 0 1349 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 28514 657 SH SOLE 0 0 657 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 12812 254 SH SOLE 0 0 254 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 12778 182 SH SOLE 0 0 182 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 16589 363 SH SOLE 0 0 363 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2040 47 SH SOLE 0 0 47 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5454 65 SH SOLE 0 0 65 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1539 17 SH SOLE 0 0 17 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 937 29 SH SOLE 0 0 29 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 868 19 SH SOLE 0 0 19 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 281 4 SH SOLE 0 0 4 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 454 9 SH SOLE 0 0 9 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5203 15 SH SOLE 0 0 15 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 491 7 SH SOLE 0 0 7 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 634 7 SH SOLE 0 0 7 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3816 11 SH SOLE 0 0 11 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 353 7 SH SOLE 0 0 7 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3776 45 SH SOLE 0 0 45 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 800 10 SH SOLE 0 0 10 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1042 24 SH SOLE 0 0 24 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 16949 212 SH SOLE 0 0 212 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 5621 123 SH SOLE 0 0 123 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 4436 48 SH SOLE 0 0 48 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 40585 117 SH SOLE 0 0 117 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4634 66 SH SOLE 0 0 66 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 8982 278 SH SOLE 0 0 278 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 4243 104 SH SOLE 0 0 104 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 9895 228 SH SOLE 0 0 228 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4287 85 SH SOLE 0 0 85 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 14488 180 SH SOLE 0 0 180 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5703 63 SH SOLE 0 0 63 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 39517 471 SH SOLE 0 0 471 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 6249 89 SH SOLE 0 0 89 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2068 18 SH SOLE 0 0 18 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6154 122 SH SOLE 0 0 122 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 62589 746 SH SOLE 0 0 746 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 7855 85 SH SOLE 0 0 85 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 62419 180 SH SOLE 0 0 180 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 11833 148 SH SOLE 0 0 148 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 7966 88 SH SOLE 0 0 88 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 19768 396 SH SOLE 0 0 396 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 421 6 SH SOLE 0 0 6 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2170 50 SH SOLE 0 0 50 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 937 29 SH SOLE 0 0 29 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4856 14 SH SOLE 0 0 14 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 454 9 SH SOLE 0 0 9 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5118 61 SH SOLE 0 0 61 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 868 19 SH SOLE 0 0 19 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 11803 234 SH SOLE 0 0 234 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 120020 346 SH SOLE 0 0 346 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5957 71 SH SOLE 0 0 71 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 960 21 SH SOLE 0 0 21 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5550 16 SH SOLE 0 0 16 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 504 10 SH SOLE 0 0 10 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2040 47 SH SOLE 0 0 47 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 919 8 SH SOLE 0 0 8 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3976 87 SH SOLE 0 0 87 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1958 48 SH SOLE 0 0 48 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 3142 34 SH SOLE 0 0 34 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4103 127 SH SOLE 0 0 127 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2247 32 SH SOLE 0 0 32 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 7638 153 SH SOLE 0 0 153 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 23576 281 SH SOLE 0 0 281 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 23241 67 SH SOLE 0 0 67 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2068 41 SH SOLE 0 0 41 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 7725 178 SH SOLE 0 0 178 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4073 45 SH SOLE 0 0 45 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 6922 86 SH SOLE 0 0 86 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 411 9 SH SOLE 0 0 9 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 211 3 SH SOLE 0 0 3 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 202 4 SH SOLE 0 0 4 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 517 16 SH SOLE 0 0 16 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2428 7 SH SOLE 0 0 7 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 453 5 SH SOLE 0 0 5 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 911 21 SH SOLE 0 0 21 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2937 35 SH SOLE 0 0 35 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 421 6 SH SOLE 0 0 6 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4111 49 SH SOLE 0 0 49 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 679 21 SH SOLE 0 0 21 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 686 15 SH SOLE 0 0 15 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1432 33 SH SOLE 0 0 33 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4163 12 SH SOLE 0 0 12 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 724 8 SH SOLE 0 0 8 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 30773 333 SH SOLE 0 0 333 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 188817 498 SH SOLE 0 0 498 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 51767 2166 SH SOLE 0 0 2166 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 14916 43 SH SOLE 0 0 43 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1334 19 SH SOLE 0 0 19 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2514 55 SH SOLE 0 0 55 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 689 6 SH SOLE 0 0 6 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1311 26 SH SOLE 0 0 26 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3168 35 SH SOLE 0 0 35 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2649 82 SH SOLE 0 0 82 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 15857 189 SH SOLE 0 0 189 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5729 132 SH SOLE 0 0 132 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 983 14 SH SOLE 0 0 14 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 908 18 SH SOLE 0 0 18 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 9145 109 SH SOLE 0 0 109 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1759 22 SH SOLE 0 0 22 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1539 17 SH SOLE 0 0 17 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 9366 27 SH SOLE 0 0 27 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 969 30 SH SOLE 0 0 30 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4856 14 SH SOLE 0 0 14 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 554 6 SH SOLE 0 0 6 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 490 12 SH SOLE 0 0 12 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 1610 20 SH SOLE 0 0 20 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4363 52 SH SOLE 0 0 52 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1172 27 SH SOLE 0 0 27 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 491 7 SH SOLE 0 0 7 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 504 10 SH SOLE 0 0 10 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 640 14 SH SOLE 0 0 14 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 634 7 SH SOLE 0 0 7 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3983 44 SH SOLE 0 0 44 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1679 21 SH SOLE 0 0 21 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 10320 123 SH SOLE 0 0 123 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2068 64 SH SOLE 0 0 64 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 913 13 SH SOLE 0 0 13 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1009 20 SH SOLE 0 0 20 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4557 105 SH SOLE 0 0 105 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 12249 146 SH SOLE 0 0 146 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 11447 33 SH SOLE 0 0 33 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 14311 179 SH SOLE 0 0 179 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3561 31 SH SOLE 0 0 31 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 11753 233 SH SOLE 0 0 233 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 84152 1003 SH SOLE 0 0 1003 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 15298 169 SH SOLE 0 0 169 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 8495 121 SH SOLE 0 0 121 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 3815 55 SH SOLE 0 0 55 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 5486 134 SH SOLE 0 0 134 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 92964 268 SH SOLE 0 0 268 ISHARES CORE AGGRESSIVE ALLOCATION ETF AGGRES ALLOC ETF 464289859 4372 73 SH SOLE 0 0 73 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 549 17 SH SOLE 0 0 17 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 411 9 SH SOLE 0 0 9 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 303 6 SH SOLE 0 0 6 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 453 5 SH SOLE 0 0 5 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 205 5 SH SOLE 0 0 5 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2428 7 SH SOLE 0 0 7 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 208 3 SH SOLE 0 0 3 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 281 4 SH SOLE 0 0 4 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2181 26 SH SOLE 0 0 26 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 694 16 SH SOLE 0 0 16 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 1734 5 SH SOLE 0 0 5 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2014 24 SH SOLE 0 0 24 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 549 11 SH SOLE 0 0 11 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 694 16 SH SOLE 0 0 16 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 370 4 SH SOLE 0 0 4 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 151 3 SH SOLE 0 0 3 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2194 48 SH SOLE 0 0 48 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 13005 155 SH SOLE 0 0 155 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2806 31 SH SOLE 0 0 31 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3102 96 SH SOLE 0 0 96 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4166 96 SH SOLE 0 0 96 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1685 24 SH SOLE 0 0 24 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1564 31 SH SOLE 0 0 31 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 7966 88 SH SOLE 0 0 88 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 59233 706 SH SOLE 0 0 706 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 61051 176 SH SOLE 0 0 176 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 6810 97 SH SOLE 0 0 97 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6507 129 SH SOLE 0 0 129 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 9354 117 SH SOLE 0 0 117 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1999 25 SH SOLE 0 0 25 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1720 19 SH SOLE 0 0 19 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 10571 126 SH SOLE 0 0 126 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 11100 32 SH SOLE 0 0 32 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1059 21 SH SOLE 0 0 21 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1194 17 SH SOLE 0 0 17 ISHARES TR S&P SMALL CAP 600 GROWTH ETF S&P SML 600 GWT 464287887 6846 65 SH SOLE 0 0 65 ISHARES TR MSCI USA MMENTM MSCI USA MMENTM 46432F396 682 5 SH SOLE 0 0 5 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 16339 203 SH SOLE 0 0 203 GOLDMAN SACHS ETF TR MARKETBETA INTL MARKETBETA INTL 381430180 4484 100 SH SOLE 0 0 100 ISHARES RUSSELL 1000 INDEX FUND RUS 1000 ETF 464287622 4571 22 SH SOLE 0 0 22 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 47236 563 SH SOLE 0 0 563 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 49604 143 SH SOLE 0 0 143 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4799 105 SH SOLE 0 0 105 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 9564 296 SH SOLE 0 0 296 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 3438 43 SH SOLE 0 0 43 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 9957 110 SH SOLE 0 0 110 ISHARES TR MSCI INTL VLU FT MSCI INTL VLU FT 46435G409 18565 837 SH SOLE 0 0 837 ISHARES U.S. HEALTHCARE ETF US HLTHCARE ETF 464287762 3227 12 SH SOLE 0 0 12 ISHARES TR ESG MSCI LEADR ESG MSCI LEADR 46435U218 7436 112 SH SOLE 0 0 112 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6712 80 SH SOLE 0 0 80 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6938 20 SH SOLE 0 0 20 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1086 12 SH SOLE 0 0 12 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1279 16 SH SOLE 0 0 16 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 706 14 SH SOLE 0 0 14 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3153 69 SH SOLE 0 0 69 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 919 8 SH SOLE 0 0 8 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3328 103 SH SOLE 0 0 103 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1825 26 SH SOLE 0 0 26 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 19633 234 SH SOLE 0 0 234 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3621 40 SH SOLE 0 0 40 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 19425 56 SH SOLE 0 0 56 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6857 158 SH SOLE 0 0 158 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1665 33 SH SOLE 0 0 33 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7803 93 SH SOLE 0 0 93 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 605 12 SH SOLE 0 0 12 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1267 14 SH SOLE 0 0 14 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1325 29 SH SOLE 0 0 29 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7284 21 SH SOLE 0 0 21 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 632 9 SH SOLE 0 0 9 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2561 59 SH SOLE 0 0 59 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1357 42 SH SOLE 0 0 42 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 24282 70 SH SOLE 0 0 70 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 8289 191 SH SOLE 0 0 191 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1034 9 SH SOLE 0 0 9 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2018 40 SH SOLE 0 0 40 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2317 33 SH SOLE 0 0 33 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4254 47 SH SOLE 0 0 47 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 23912 285 SH SOLE 0 0 285 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3839 84 SH SOLE 0 0 84 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4071 126 SH SOLE 0 0 126 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 32665 1011 SH SOLE 0 0 1011 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 58516 727 SH SOLE 0 0 727 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 190705 2273 SH SOLE 0 0 2273 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 64840 1494 SH SOLE 0 0 1494 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 8271 72 SH SOLE 0 0 72 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 24119 261 SH SOLE 0 0 261 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 32587 360 SH SOLE 0 0 360 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 15749 386 SH SOLE 0 0 386 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 8524 169 SH SOLE 0 0 169 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 102526 1222 SH SOLE 0 0 1222 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 17640 386 SH SOLE 0 0 386 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 9127 130 SH SOLE 0 0 130 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 17289 191 SH SOLE 0 0 191 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 13584 147 SH SOLE 0 0 147 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 18061 559 SH SOLE 0 0 559 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 8650 212 SH SOLE 0 0 212 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 102676 296 SH SOLE 0 0 296 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 30425 378 SH SOLE 0 0 378 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 33244 766 SH SOLE 0 0 766 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 4480 39 SH SOLE 0 0 39 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 32897 659 SH SOLE 0 0 659 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1264 11 SH SOLE 0 0 11 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3983 44 SH SOLE 0 0 44 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 23935 69 SH SOLE 0 0 69 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3702 81 SH SOLE 0 0 81 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 2129 52 SH SOLE 0 0 52 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6640 153 SH SOLE 0 0 153 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2673 53 SH SOLE 0 0 53 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1387 20 SH SOLE 0 0 20 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 21143 252 SH SOLE 0 0 252 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 5202 161 SH SOLE 0 0 161 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2949 42 SH SOLE 0 0 42 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2685 32 SH SOLE 0 0 32 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 457 10 SH SOLE 0 0 10 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 996 11 SH SOLE 0 0 11 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 485 15 SH SOLE 0 0 15 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2428 7 SH SOLE 0 0 7 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 353 7 SH SOLE 0 0 7 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1302 30 SH SOLE 0 0 30 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 634 7 SH SOLE 0 0 7 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 640 14 SH SOLE 0 0 14 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3859 46 SH SOLE 0 0 46 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 679 21 SH SOLE 0 0 21 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3816 11 SH SOLE 0 0 11 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 7083 173 SH SOLE 0 0 173 ISHARES TRUST FALLEN ANGELS USD BD ETF FALN ANGLS USD 46435G474 27205 1105 SH SOLE 0 0 1105 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 13150 407 SH SOLE 0 0 407 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 67288 802 SH SOLE 0 0 802 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 12901 186 SH SOLE 0 0 186 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 27799 242 SH SOLE 0 0 242 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 12492 138 SH SOLE 0 0 138 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 25215 581 SH SOLE 0 0 581 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 73885 213 SH SOLE 0 0 213 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 18920 414 SH SOLE 0 0 414 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 92270 266 SH SOLE 0 0 266 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 14391 180 SH SOLE 0 0 180 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 11949 132 SH SOLE 0 0 132 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 90193 1075 SH SOLE 0 0 1075 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 10110 144 SH SOLE 0 0 144 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 9836 195 SH SOLE 0 0 195 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 9980 108 SH SOLE 0 0 108 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 12778 182 SH SOLE 0 0 182 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 114943 1370 SH SOLE 0 0 1370 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3676 32 SH SOLE 0 0 32 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 21507 269 SH SOLE 0 0 269 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 19190 212 SH SOLE 0 0 212 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 4877 61 SH SOLE 0 0 61 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2724 54 SH SOLE 0 0 54 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2879 41 SH SOLE 0 0 41 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 27750 80 SH SOLE 0 0 80 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 919 8 SH SOLE 0 0 8 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 27603 329 SH SOLE 0 0 329 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5160 57 SH SOLE 0 0 57 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 11315 125 SH SOLE 0 0 125 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 3607 52 SH SOLE 0 0 52 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 18488 426 SH SOLE 0 0 426 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 8215 117 SH SOLE 0 0 117 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 59569 710 SH SOLE 0 0 710 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 67295 194 SH SOLE 0 0 194 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 7566 150 SH SOLE 0 0 150 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 5404 132 SH SOLE 0 0 132 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 14346 444 SH SOLE 0 0 444 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 10465 229 SH SOLE 0 0 229 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3446 30 SH SOLE 0 0 30 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 19078 55 SH SOLE 0 0 55 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4136 128 SH SOLE 0 0 128 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4861 112 SH SOLE 0 0 112 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 17703 211 SH SOLE 0 0 211 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2605 57 SH SOLE 0 0 57 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2177 31 SH SOLE 0 0 31 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2806 31 SH SOLE 0 0 31 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2018 40 SH SOLE 0 0 40 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 9281 184 SH SOLE 0 0 184 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 108920 314 SH SOLE 0 0 314 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 353 7 SH SOLE 0 0 7 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 71110 205 SH SOLE 0 0 205 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 9734 213 SH SOLE 0 0 213 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 68043 811 SH SOLE 0 0 811 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 7616 151 SH SOLE 0 0 151 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 17186 396 SH SOLE 0 0 396 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 7262 178 SH SOLE 0 0 178 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 7670 83 SH SOLE 0 0 83 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 8004 114 SH SOLE 0 0 114 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 9867 109 SH SOLE 0 0 109 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 15315 474 SH SOLE 0 0 474 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 24871 309 SH SOLE 0 0 309 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 7819 242 SH SOLE 0 0 242 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4981 109 SH SOLE 0 0 109 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 36769 106 SH SOLE 0 0 106 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 9331 215 SH SOLE 0 0 215 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4283 61 SH SOLE 0 0 61 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3934 78 SH SOLE 0 0 78 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5522 61 SH SOLE 0 0 61 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 35825 427 SH SOLE 0 0 427 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 914 29 SH SOLE 0 0 29 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 459 11 SH SOLE 0 0 11 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 370 16 SH SOLE 0 0 16 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 690 11 SH SOLE 0 0 11 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 1426 17 SH SOLE 0 0 17 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 1374 46 SH SOLE 0 0 46 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 834 16 SH SOLE 0 0 16 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 1582 22 SH SOLE 0 0 22 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 517 16 SH SOLE 0 0 16 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 1408 32 SH SOLE 0 0 32 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 421 6 SH SOLE 0 0 6 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3469 10 SH SOLE 0 0 10 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1261 25 SH SOLE 0 0 25 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 10060 29 SH SOLE 0 0 29 ISHARES CORE AGGRESSIVE ALLOCATION ETF AGGRES ALLOC ETF 464289859 4851 81 SH SOLE 0 0 81 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 14222 41 SH SOLE 0 0 41 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1265 31 SH SOLE 0 0 31 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2514 55 SH SOLE 0 0 55 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2617 81 SH SOLE 0 0 81 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2535 28 SH SOLE 0 0 28 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1261 25 SH SOLE 0 0 25 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 4427 55 SH SOLE 0 0 55 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4817 111 SH SOLE 0 0 111 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1848 20 SH SOLE 0 0 20 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 14934 178 SH SOLE 0 0 178 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1264 18 SH SOLE 0 0 18 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 4842 97 SH SOLE 0 0 97 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 7327 70 SH SOLE 0 0 70 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 4317 54 SH SOLE 0 0 54 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4345 48 SH SOLE 0 0 48 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3676 32 SH SOLE 0 0 32 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 2218 24 SH SOLE 0 0 24 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3511 50 SH SOLE 0 0 50 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1064 26 SH SOLE 0 0 26 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 24247 289 SH SOLE 0 0 289 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1110 16 SH SOLE 0 0 16 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3430 68 SH SOLE 0 0 68 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 26363 76 SH SOLE 0 0 76 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 15575 312 SH SOLE 0 0 312 VANGUARD SCOTTSDALE FUNDS LONG-TERM CORP BOND IDX FUND LG-TERM COR BD 92206C813 2758 34 SH SOLE 0 0 34 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 612 15 SH SOLE 0 0 15 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 202 4 SH SOLE 0 0 4 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 362 4 SH SOLE 0 0 4 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2181 26 SH SOLE 0 0 26 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 724 9 SH SOLE 0 0 9 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 122 3 SH SOLE 0 0 3 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 323 10 SH SOLE 0 0 10 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 274 6 SH SOLE 0 0 6 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 724 8 SH SOLE 0 0 8 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2011 44 SH SOLE 0 0 44 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3166 98 SH SOLE 0 0 98 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1564 31 SH SOLE 0 0 31 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 14431 172 SH SOLE 0 0 172 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2806 31 SH SOLE 0 0 31 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3993 92 SH SOLE 0 0 92 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1545 22 SH SOLE 0 0 22 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 14222 41 SH SOLE 0 0 41 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1195 37 SH SOLE 0 0 37 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 277 4 SH SOLE 0 0 4 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5550 16 SH SOLE 0 0 16 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 868 19 SH SOLE 0 0 19 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 450 11 SH SOLE 0 0 11 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 702 10 SH SOLE 0 0 10 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 656 13 SH SOLE 0 0 13 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5034 60 SH SOLE 0 0 60 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1562 36 SH SOLE 0 0 36 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3216 28 SH SOLE 0 0 28 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 9634 191 SH SOLE 0 0 191 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 15841 175 SH SOLE 0 0 175 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 97827 1166 SH SOLE 0 0 1166 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 19348 242 SH SOLE 0 0 242 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 10180 145 SH SOLE 0 0 145 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 101289 292 SH SOLE 0 0 292 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 8690 96 SH SOLE 0 0 96 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 2047 41 SH SOLE 0 0 41 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 1647 33 SH SOLE 0 0 33 INVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50 S&P 500 TOP 50 46137V233 7737 27 SH SOLE 0 0 27 INVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50 S&P 500 TOP 50 46137V233 4872 17 SH SOLE 0 0 17 ISHARES TR ESG MSCI LEADR ESG MSCI LEADR 46435U218 6905 104 SH SOLE 0 0 104 VANECK ETF TRUST INTRMDT MUNI ETF INTRMDT MUNI ETF 92189H201 21739 476 SH SOLE 0 0 476 VANECK ETF TRUST INTRMDT MUNI ETF INTRMDT MUNI ETF 92189H201 14477 317 SH SOLE 0 0 317 VANECK ETF TRUST INTRMDT MUNI ETF INTRMDT MUNI ETF 92189H201 4613 101 SH SOLE 0 0 101 MICROSOFT CORP COM 594918104 7705 30 SH SOLE 0 0 30 AMAZON.COM INC COM 023135106 42484 400 SH SOLE 0 0 400 VANGUARD HEALTH CARE ETF HEALTH CAR ETF 92204A504 6830 29 SH SOLE 0 0 29 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 4637 58 SH SOLE 0 0 58 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 29029 346 SH SOLE 0 0 346 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 29832 86 SH SOLE 0 0 86 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 3142 34 SH SOLE 0 0 34 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3802 42 SH SOLE 0 0 42 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3300 47 SH SOLE 0 0 47 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3178 63 SH SOLE 0 0 63 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 23744 283 SH SOLE 0 0 283 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2808 40 SH SOLE 0 0 40 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6467 149 SH SOLE 0 0 149 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 5493 170 SH SOLE 0 0 170 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3892 43 SH SOLE 0 0 43 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3428 75 SH SOLE 0 0 75 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2673 53 SH SOLE 0 0 53 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 24628 71 SH SOLE 0 0 71 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 66601 192 SH SOLE 0 0 192 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6406 127 SH SOLE 0 0 127 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 64100 764 SH SOLE 0 0 764 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 10772 119 SH SOLE 0 0 119 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 12232 153 SH SOLE 0 0 153 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2769 33 SH SOLE 0 0 33 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 503 11 SH SOLE 0 0 11 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 646 20 SH SOLE 0 0 20 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 139 2 SH SOLE 0 0 2 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3122 9 SH SOLE 0 0 9 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 543 6 SH SOLE 0 0 6 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 825 19 SH SOLE 0 0 19 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 353 7 SH SOLE 0 0 7 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 246 6 SH SOLE 0 0 6 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 857 17 SH SOLE 0 0 17 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 913 13 SH SOLE 0 0 13 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1953 45 SH SOLE 0 0 45 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 857 21 SH SOLE 0 0 21 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1086 12 SH SOLE 0 0 12 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 2817 35 SH SOLE 0 0 35 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7978 23 SH SOLE 0 0 23 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1745 54 SH SOLE 0 0 54 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 832 9 SH SOLE 0 0 9 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7635 91 SH SOLE 0 0 91 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1097 24 SH SOLE 0 0 24 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 36245 432 SH SOLE 0 0 432 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 19869 381 SH SOLE 0 0 381 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 44722 622 SH SOLE 0 0 622 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 35038 1173 SH SOLE 0 0 1173 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 11520 276 SH SOLE 0 0 276 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 18012 287 SH SOLE 0 0 287 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 13796 427 SH SOLE 0 0 427 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 109975 2500 SH SOLE 0 0 2500 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 21229 917 SH SOLE 0 0 917 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 22995 730 SH SOLE 0 0 730 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 357 7 SH SOLE 0 0 7 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 22394 516 SH SOLE 0 0 516 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 61499 733 SH SOLE 0 0 733 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5898 84 SH SOLE 0 0 84 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 11134 123 SH SOLE 0 0 123 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 62092 179 SH SOLE 0 0 179 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 10145 222 SH SOLE 0 0 222 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2757 24 SH SOLE 0 0 24 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5397 107 SH SOLE 0 0 107 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 11341 351 SH SOLE 0 0 351 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 452 14 SH SOLE 0 0 14 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 281 4 SH SOLE 0 0 4 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 457 10 SH SOLE 0 0 10 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2775 8 SH SOLE 0 0 8 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 453 5 SH SOLE 0 0 5 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 955 22 SH SOLE 0 0 22 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2769 33 SH SOLE 0 0 33 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3511 50 SH SOLE 0 0 50 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 4898 53 SH SOLE 0 0 53 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 37810 109 SH SOLE 0 0 109 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 12586 290 SH SOLE 0 0 290 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1608 14 SH SOLE 0 0 14 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 3223 79 SH SOLE 0 0 79 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6517 72 SH SOLE 0 0 72 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 12230 245 SH SOLE 0 0 245 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3077 61 SH SOLE 0 0 61 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 6753 209 SH SOLE 0 0 209 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 6535 143 SH SOLE 0 0 143 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 38342 457 SH SOLE 0 0 457 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 11430 142 SH SOLE 0 0 142 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2926 58 SH SOLE 0 0 58 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3089 44 SH SOLE 0 0 44 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1034 9 SH SOLE 0 0 9 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 404 8 SH SOLE 0 0 8 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 421 6 SH SOLE 0 0 6 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3816 11 SH SOLE 0 0 11 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3692 44 SH SOLE 0 0 44 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 560 7 SH SOLE 0 0 7 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 634 7 SH SOLE 0 0 7 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 52605 627 SH SOLE 0 0 627 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 9754 122 SH SOLE 0 0 122 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 8599 95 SH SOLE 0 0 95 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5347 106 SH SOLE 0 0 106 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 54113 156 SH SOLE 0 0 156 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1608 14 SH SOLE 0 0 14 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5757 82 SH SOLE 0 0 82 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1195 37 SH SOLE 0 0 37 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 555 11 SH SOLE 0 0 11 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5203 15 SH SOLE 0 0 15 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1389 32 SH SOLE 0 0 32 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 731 16 SH SOLE 0 0 16 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5286 63 SH SOLE 0 0 63 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 724 8 SH SOLE 0 0 8 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 632 9 SH SOLE 0 0 9 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 1632 26 SH SOLE 0 0 26 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 2138 41 SH SOLE 0 0 41 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1325 41 SH SOLE 0 0 41 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 2583 82 SH SOLE 0 0 82 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 3823 128 SH SOLE 0 0 128 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4195 50 SH SOLE 0 0 50 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 4170 58 SH SOLE 0 0 58 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 1085 26 SH SOLE 0 0 26 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 163034 470 SH SOLE 0 0 470 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 57548 1326 SH SOLE 0 0 1326 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 15446 220 SH SOLE 0 0 220 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 26095 571 SH SOLE 0 0 571 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 4710 41 SH SOLE 0 0 41 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 10321 147 SH SOLE 0 0 147 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 108231 1290 SH SOLE 0 0 1290 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 19009 210 SH SOLE 0 0 210 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 17503 383 SH SOLE 0 0 383 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 37454 863 SH SOLE 0 0 863 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 18804 582 SH SOLE 0 0 582 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 739 8 SH SOLE 0 0 8 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 757 15 SH SOLE 0 0 15 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 694 17 SH SOLE 0 0 17 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1389 43 SH SOLE 0 0 43 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 2254 28 SH SOLE 0 0 28 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 914 20 SH SOLE 0 0 20 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6938 20 SH SOLE 0 0 20 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 772 11 SH SOLE 0 0 11 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1649 38 SH SOLE 0 0 38 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 996 11 SH SOLE 0 0 11 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6293 75 SH SOLE 0 0 75 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3816 11 SH SOLE 0 0 11 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 303 6 SH SOLE 0 0 6 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 711 22 SH SOLE 0 0 22 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 281 4 SH SOLE 0 0 4 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 996 11 SH SOLE 0 0 11 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4363 52 SH SOLE 0 0 52 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 640 14 SH SOLE 0 0 14 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1476 34 SH SOLE 0 0 34 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 570 10 SH SOLE 0 0 10 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 185 2 SH SOLE 0 0 2 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 1137 3 SH SOLE 0 0 3 ISHARES TR MBS ETF MBS ETF 464288588 195 2 SH SOLE 0 0 2 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 574 24 SH SOLE 0 0 24 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 357 7 SH SOLE 0 0 7 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1123 16 SH SOLE 0 0 16 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 825 19 SH SOLE 0 0 19 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 353 7 SH SOLE 0 0 7 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 453 5 SH SOLE 0 0 5 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 457 10 SH SOLE 0 0 10 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3188 38 SH SOLE 0 0 38 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 679 21 SH SOLE 0 0 21 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 82 2 SH SOLE 0 0 2 VANGUARD SCOTTSDALE FUNDS LONG-TERM CORP BOND IDX FUND LG-TERM COR BD 92206C813 487 6 SH SOLE 0 0 6 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1545 22 SH SOLE 0 0 22 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3342 77 SH SOLE 0 0 77 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2940 91 SH SOLE 0 0 91 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 12835 37 SH SOLE 0 0 37 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1901 21 SH SOLE 0 0 21 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1737 38 SH SOLE 0 0 38 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 12417 148 SH SOLE 0 0 148 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1412 28 SH SOLE 0 0 28 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 4889 68 SH SOLE 0 0 68 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1648 51 SH SOLE 0 0 51 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 1419 34 SH SOLE 0 0 34 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 2709 86 SH SOLE 0 0 86 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 2008 32 SH SOLE 0 0 32 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 4032 135 SH SOLE 0 0 135 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4111 49 SH SOLE 0 0 49 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 4135 94 SH SOLE 0 0 94 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 2451 47 SH SOLE 0 0 47 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 1065 46 SH SOLE 0 0 46 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 1084 19 SH SOLE 0 0 19 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 370 4 SH SOLE 0 0 4 ISHARES TR MBS ETF MBS ETF 464288588 390 4 SH SOLE 0 0 4 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 2275 6 SH SOLE 0 0 6 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 1195 50 SH SOLE 0 0 50 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 765 15 SH SOLE 0 0 15 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 53864 642 SH SOLE 0 0 642 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4640 92 SH SOLE 0 0 92 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 211 3 SH SOLE 0 0 3 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 388 12 SH SOLE 0 0 12 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2081 6 SH SOLE 0 0 6 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 366 8 SH SOLE 0 0 8 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 781 18 SH SOLE 0 0 18 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2833 62 SH SOLE 0 0 62 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2247 32 SH SOLE 0 0 32 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 19800 236 SH SOLE 0 0 236 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2068 41 SH SOLE 0 0 41 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2897 32 SH SOLE 0 0 32 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 20119 58 SH SOLE 0 0 58 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5208 120 SH SOLE 0 0 120 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4588 142 SH SOLE 0 0 142 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 2033 22 SH SOLE 0 0 22 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2696 59 SH SOLE 0 0 59 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2068 41 SH SOLE 0 0 41 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2177 31 SH SOLE 0 0 31 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4233 131 SH SOLE 0 0 131 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4644 107 SH SOLE 0 0 107 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 19078 55 SH SOLE 0 0 55 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 6761 84 SH SOLE 0 0 84 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 18961 226 SH SOLE 0 0 226 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2897 32 SH SOLE 0 0 32 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1958 48 SH SOLE 0 0 48 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3716 115 SH SOLE 0 0 115 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 16361 195 SH SOLE 0 0 195 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1765 35 SH SOLE 0 0 35 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2331 51 SH SOLE 0 0 51 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4253 98 SH SOLE 0 0 98 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2444 27 SH SOLE 0 0 27 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 16650 48 SH SOLE 0 0 48 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1966 28 SH SOLE 0 0 28 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 819 20 SH SOLE 0 0 20 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1009 20 SH SOLE 0 0 20 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1720 19 SH SOLE 0 0 19 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 9366 27 SH SOLE 0 0 27 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1123 16 SH SOLE 0 0 16 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 486 7 SH SOLE 0 0 7 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2691 62 SH SOLE 0 0 62 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1417 31 SH SOLE 0 0 31 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8390 100 SH SOLE 0 0 100 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2003 62 SH SOLE 0 0 62 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 320 7 SH SOLE 0 0 7 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2349 28 SH SOLE 0 0 28 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 517 16 SH SOLE 0 0 16 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2428 7 SH SOLE 0 0 7 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 362 4 SH SOLE 0 0 4 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 281 4 SH SOLE 0 0 4 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 608 14 SH SOLE 0 0 14 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 14850 177 SH SOLE 0 0 177 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 14569 42 SH SOLE 0 0 42 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2638 33 SH SOLE 0 0 33 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1463 29 SH SOLE 0 0 29 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3078 34 SH SOLE 0 0 34 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1474 21 SH SOLE 0 0 21 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4844 69 SH SOLE 0 0 69 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 9693 300 SH SOLE 0 0 300 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 9595 106 SH SOLE 0 0 106 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 55542 662 SH SOLE 0 0 662 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 19356 446 SH SOLE 0 0 446 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2412 21 SH SOLE 0 0 21 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 9688 212 SH SOLE 0 0 212 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 55501 160 SH SOLE 0 0 160 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 6951 99 SH SOLE 0 0 99 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2068 18 SH SOLE 0 0 18 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2177 31 SH SOLE 0 0 31 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 22894 66 SH SOLE 0 0 66 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4039 125 SH SOLE 0 0 125 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1967 39 SH SOLE 0 0 39 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 6922 86 SH SOLE 0 0 86 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 919 8 SH SOLE 0 0 8 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3793 83 SH SOLE 0 0 83 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 7986 184 SH SOLE 0 0 184 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3983 44 SH SOLE 0 0 44 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 7538 151 SH SOLE 0 0 151 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1958 48 SH SOLE 0 0 48 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 23492 280 SH SOLE 0 0 280 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 2772 30 SH SOLE 0 0 30 SHELL PLC SPON ADS EA REP 2 ORD SHS SPON ADS 780259305 2615 50 SH SOLE 0 0 50 COCA-COLA CO COM 191216100 6291 100 SH SOLE 0 0 100 HOME DEPOT INC COM 437076102 195555 713 SH SOLE 0 0 713 GENERAL MTRS CO COM COM 37045V100 1588 50 SH SOLE 0 0 50 CISCO SYSTEMS INC COM 17275R102 29848 700 SH SOLE 0 0 700 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2798 35 SH SOLE 0 0 35 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 18542 221 SH SOLE 0 0 221 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2535 28 SH SOLE 0 0 28 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2247 32 SH SOLE 0 0 32 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 19078 55 SH SOLE 0 0 55 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2018 40 SH SOLE 0 0 40 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 15182 301 SH SOLE 0 0 301 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 155055 447 SH SOLE 0 0 447 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 24802 274 SH SOLE 0 0 274 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 16429 234 SH SOLE 0 0 234 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 4939 43 SH SOLE 0 0 43 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 148755 1773 SH SOLE 0 0 1773 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 27743 347 SH SOLE 0 0 347 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 647 7 SH SOLE 0 0 7 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 6066 16 SH SOLE 0 0 16 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 1052 44 SH SOLE 0 0 44 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 20119 58 SH SOLE 0 0 58 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3336 73 SH SOLE 0 0 73 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1765 35 SH SOLE 0 0 35 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3983 44 SH SOLE 0 0 44 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3522 109 SH SOLE 0 0 109 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 7378 170 SH SOLE 0 0 170 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 20723 247 SH SOLE 0 0 247 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 919 8 SH SOLE 0 0 8 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1825 26 SH SOLE 0 0 26 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6814 157 SH SOLE 0 0 157 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1825 26 SH SOLE 0 0 26 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1665 33 SH SOLE 0 0 33 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3108 68 SH SOLE 0 0 68 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 19425 56 SH SOLE 0 0 56 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3296 102 SH SOLE 0 0 102 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3440 38 SH SOLE 0 0 38 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 19717 235 SH SOLE 0 0 235 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 919 8 SH SOLE 0 0 8 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2068 41 SH SOLE 0 0 41 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 694 10 SH SOLE 0 0 10 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2806 31 SH SOLE 0 0 31 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 14934 178 SH SOLE 0 0 178 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 689 6 SH SOLE 0 0 6 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1474 21 SH SOLE 0 0 21 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 778 19 SH SOLE 0 0 19 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 16303 47 SH SOLE 0 0 47 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2558 32 SH SOLE 0 0 32 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 15629 342 SH SOLE 0 0 342 GOLDMAN SACHS ETF TR MARKETBETA INTL MARKETBETA INTL 381430180 13272 296 SH SOLE 0 0 296 INVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50 S&P 500 TOP 50 46137V233 123798 432 SH SOLE 0 0 432 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 29952 357 SH SOLE 0 0 357 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4798 53 SH SOLE 0 0 53 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 31219 90 SH SOLE 0 0 90 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 5916 74 SH SOLE 0 0 74 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6244 18 SH SOLE 0 0 18 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 656 13 SH SOLE 0 0 13 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 959 12 SH SOLE 0 0 12 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 702 10 SH SOLE 0 0 10 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5957 71 SH SOLE 0 0 71 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 840 26 SH SOLE 0 0 26 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 823 18 SH SOLE 0 0 18 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 421 6 SH SOLE 0 0 6 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 454 9 SH SOLE 0 0 9 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4856 14 SH SOLE 0 0 14 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1649 38 SH SOLE 0 0 38 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4866 58 SH SOLE 0 0 58 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 6530 93 SH SOLE 0 0 93 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 55501 160 SH SOLE 0 0 160 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5851 116 SH SOLE 0 0 116 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 52941 631 SH SOLE 0 0 631 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 7966 88 SH SOLE 0 0 88 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 14018 323 SH SOLE 0 0 323 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 7495 164 SH SOLE 0 0 164 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 12601 390 SH SOLE 0 0 390 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 18298 359 SH SOLE 0 0 359 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 57384 2401 SH SOLE 0 0 2401 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 209291 552 SH SOLE 0 0 552 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 113604 1992 SH SOLE 0 0 1992 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 34099 369 SH SOLE 0 0 369 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 562 8 SH SOLE 0 0 8 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1039 13 SH SOLE 0 0 13 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 13871 275 SH SOLE 0 0 275 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 7007 61 SH SOLE 0 0 61 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 27593 854 SH SOLE 0 0 854 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 161088 1920 SH SOLE 0 0 1920 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 28604 316 SH SOLE 0 0 316 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6544 78 SH SOLE 0 0 78 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1629 18 SH SOLE 0 0 18 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1039 13 SH SOLE 0 0 13 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6591 19 SH SOLE 0 0 19 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 555 11 SH SOLE 0 0 11 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 491 7 SH SOLE 0 0 7 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7551 90 SH SOLE 0 0 90 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7978 23 SH SOLE 0 0 23 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 632 9 SH SOLE 0 0 9 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1199 15 SH SOLE 0 0 15 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 656 13 SH SOLE 0 0 13 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1810 20 SH SOLE 0 0 20 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3290 72 SH SOLE 0 0 72 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 2495 27 SH SOLE 0 0 27 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6684 154 SH SOLE 0 0 154 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 6440 129 SH SOLE 0 0 129 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1632 40 SH SOLE 0 0 40 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 5876 73 SH SOLE 0 0 73 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 19800 236 SH SOLE 0 0 236 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3489 108 SH SOLE 0 0 108 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3440 38 SH SOLE 0 0 38 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1896 27 SH SOLE 0 0 27 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1665 33 SH SOLE 0 0 33 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 19425 56 SH SOLE 0 0 56 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6880 82 SH SOLE 0 0 82 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2387 55 SH SOLE 0 0 55 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 605 12 SH SOLE 0 0 12 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 12417 148 SH SOLE 0 0 148 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 12141 35 SH SOLE 0 0 35 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4340 100 SH SOLE 0 0 100 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2100 65 SH SOLE 0 0 65 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1059 21 SH SOLE 0 0 21 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2354 26 SH SOLE 0 0 26 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2011 44 SH SOLE 0 0 44 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 2620 64 SH SOLE 0 0 64 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 2220 32 SH SOLE 0 0 32 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 7232 103 SH SOLE 0 0 103 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 7007 61 SH SOLE 0 0 61 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 4436 48 SH SOLE 0 0 48 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 32099 643 SH SOLE 0 0 643 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 51338 148 SH SOLE 0 0 148 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 8690 96 SH SOLE 0 0 96 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6608 131 SH SOLE 0 0 131 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 15386 147 SH SOLE 0 0 147 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 46397 553 SH SOLE 0 0 553 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 7915 99 SH SOLE 0 0 99 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1264 11 SH SOLE 0 0 11 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3473 76 SH SOLE 0 0 76 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6467 149 SH SOLE 0 0 149 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2472 49 SH SOLE 0 0 49 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4911 152 SH SOLE 0 0 152 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4164 46 SH SOLE 0 0 46 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2668 38 SH SOLE 0 0 38 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 22547 65 SH SOLE 0 0 65 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1110 16 SH SOLE 0 0 16 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 20304 242 SH SOLE 0 0 242 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1883 46 SH SOLE 0 0 46 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1493 13 SH SOLE 0 0 13 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2183 19 SH SOLE 0 0 19 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 54113 156 SH SOLE 0 0 156 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 9758 302 SH SOLE 0 0 302 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 19747 455 SH SOLE 0 0 455 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4774 68 SH SOLE 0 0 68 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 9186 201 SH SOLE 0 0 201 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 9324 103 SH SOLE 0 0 103 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4698 56 SH SOLE 0 0 56 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 823 18 SH SOLE 0 0 18 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 614 15 SH SOLE 0 0 15 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1131 35 SH SOLE 0 0 35 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1358 15 SH SOLE 0 0 15 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 605 12 SH SOLE 0 0 12 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 281 4 SH SOLE 0 0 4 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4856 14 SH SOLE 0 0 14 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1519 35 SH SOLE 0 0 35 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 25953 598 SH SOLE 0 0 598 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 79873 952 SH SOLE 0 0 952 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6658 132 SH SOLE 0 0 132 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 13125 145 SH SOLE 0 0 145 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 23745 295 SH SOLE 0 0 295 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 6365 156 SH SOLE 0 0 156 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 25609 513 SH SOLE 0 0 513 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 14055 435 SH SOLE 0 0 435 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 13710 300 SH SOLE 0 0 300 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 79782 230 SH SOLE 0 0 230 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 10350 112 SH SOLE 0 0 112 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3561 31 SH SOLE 0 0 31 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 7161 102 SH SOLE 0 0 102 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 320 4 SH SOLE 0 0 4 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2081 6 SH SOLE 0 0 6 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 76013 906 SH SOLE 0 0 906 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 13021 403 SH SOLE 0 0 403 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 76314 220 SH SOLE 0 0 220 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 26300 606 SH SOLE 0 0 606 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3331 29 SH SOLE 0 0 29 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 12613 276 SH SOLE 0 0 276 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 7232 103 SH SOLE 0 0 103 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6709 133 SH SOLE 0 0 133 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 13397 148 SH SOLE 0 0 148 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 19188 240 SH SOLE 0 0 240 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 17561 194 SH SOLE 0 0 194 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 125766 1499 SH SOLE 0 0 1499 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 14955 213 SH SOLE 0 0 213 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 13770 273 SH SOLE 0 0 273 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 130080 375 SH SOLE 0 0 375 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 8325 24 SH SOLE 0 0 24 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1809 56 SH SOLE 0 0 56 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 958 19 SH SOLE 0 0 19 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1280 28 SH SOLE 0 0 28 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 416 6 SH SOLE 0 0 6 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 983 14 SH SOLE 0 0 14 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 778 19 SH SOLE 0 0 19 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1629 18 SH SOLE 0 0 18 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7635 91 SH SOLE 0 0 91 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2430 56 SH SOLE 0 0 56 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1261 25 SH SOLE 0 0 25 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2734 63 SH SOLE 0 0 63 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 4105 51 SH SOLE 0 0 51 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 11794 34 SH SOLE 0 0 34 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1183 29 SH SOLE 0 0 29 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1334 19 SH SOLE 0 0 19 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1629 18 SH SOLE 0 0 18 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4842 96 SH SOLE 0 0 96 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2738 39 SH SOLE 0 0 39 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 5277 66 SH SOLE 0 0 66 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4254 47 SH SOLE 0 0 47 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2623 52 SH SOLE 0 0 52 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 26764 319 SH SOLE 0 0 319 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 27404 79 SH SOLE 0 0 79 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 919 8 SH SOLE 0 0 8 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 2956 58 SH SOLE 0 0 58 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 48152 127 SH SOLE 0 0 127 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 9130 382 SH SOLE 0 0 382 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 9149 99 SH SOLE 0 0 99 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 3667 51 SH SOLE 0 0 51 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 1043 25 SH SOLE 0 0 25 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1195 37 SH SOLE 0 0 37 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 1773 34 SH SOLE 0 0 34 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 1985 63 SH SOLE 0 0 63 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 1443 23 SH SOLE 0 0 23 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 2987 100 SH SOLE 0 0 100 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3020 36 SH SOLE 0 0 36 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 781 18 SH SOLE 0 0 18 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2081 6 SH SOLE 0 0 6 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 202 4 SH SOLE 0 0 4 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 366 8 SH SOLE 0 0 8 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2181 26 SH SOLE 0 0 26 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 355 11 SH SOLE 0 0 11 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1777 55 SH SOLE 0 0 55 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 10320 123 SH SOLE 0 0 123 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 958 19 SH SOLE 0 0 19 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3602 83 SH SOLE 0 0 83 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1901 21 SH SOLE 0 0 21 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 913 13 SH SOLE 0 0 13 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1160 23 SH SOLE 0 0 23 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 10320 123 SH SOLE 0 0 123 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 10753 31 SH SOLE 0 0 31 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2197 68 SH SOLE 0 0 68 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 3622 45 SH SOLE 0 0 45 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1264 18 SH SOLE 0 0 18 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1539 17 SH SOLE 0 0 17 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2647 61 SH SOLE 0 0 61 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1417 31 SH SOLE 0 0 31 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1201 13 SH SOLE 0 0 13 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1102 27 SH SOLE 0 0 27 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3689 85 SH SOLE 0 0 85 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 14431 172 SH SOLE 0 0 172 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 15263 44 SH SOLE 0 0 44 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1755 25 SH SOLE 0 0 25 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1665 33 SH SOLE 0 0 33 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2011 44 SH SOLE 0 0 44 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3134 97 SH SOLE 0 0 97 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2172 24 SH SOLE 0 0 24 ISHARES CORE AGGRESSIVE ALLOCATION ETF AGGRES ALLOC ETF 464289859 1437 24 SH SOLE 0 0 24 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 1932 24 SH SOLE 0 0 24 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 731 16 SH SOLE 0 0 16 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5202 62 SH SOLE 0 0 62 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 554 6 SH SOLE 0 0 6 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1228 38 SH SOLE 0 0 38 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 632 9 SH SOLE 0 0 9 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 724 8 SH SOLE 0 0 8 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 605 12 SH SOLE 0 0 12 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5203 15 SH SOLE 0 0 15 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 571 14 SH SOLE 0 0 14 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1302 30 SH SOLE 0 0 30 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3168 35 SH SOLE 0 0 35 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2036 29 SH SOLE 0 0 29 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 109322 1303 SH SOLE 0 0 1303 SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF NUVEEN BLMBRG SH 78468R739 41211 872 SH SOLE 0 0 872 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 13677 148 SH SOLE 0 0 148 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 13871 275 SH SOLE 0 0 275 VANECK ETF TRUST INTRMDT MUNI ETF INTRMDT MUNI ETF 92189H201 76452 1674 SH SOLE 0 0 1674 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 19733 218 SH SOLE 0 0 218 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 27528 852 SH SOLE 0 0 852 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 4877 61 SH SOLE 0 0 61 ISHARES TRUST S & P EURO EUROPE ETF 464287861 33997 796 SH SOLE 0 0 796 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 21251 185 SH SOLE 0 0 185 ISHARES U S ETF TR BLOOMBERG ROLL BLOOMBERG ROLL 46431W598 6115 105 SH SOLE 0 0 105 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF BBG CONV SEC ETF 78464A359 6779 105 SH SOLE 0 0 105 ISHARES RUSSELL 1000 INDEX FUND RUS 1000 ETF 464287622 13712 66 SH SOLE 0 0 66 ISHARES TR MSCI INTL VLU FT MSCI INTL VLU FT 46435G409 33203 1497 SH SOLE 0 0 1497 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 3150 100 SH SOLE 0 0 100 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 5680 79 SH SOLE 0 0 79 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1648 51 SH SOLE 0 0 51 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 2662 115 SH SOLE 0 0 115 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 4719 158 SH SOLE 0 0 158 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5118 61 SH SOLE 0 0 61 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 2071 33 SH SOLE 0 0 33 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 14297 325 SH SOLE 0 0 325 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 1294 31 SH SOLE 0 0 31 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 2868 55 SH SOLE 0 0 55 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2779 86 SH SOLE 0 0 86 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 8700 121 SH SOLE 0 0 121 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 2463 59 SH SOLE 0 0 59 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7215 86 SH SOLE 0 0 86 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 7079 237 SH SOLE 0 0 237 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 4694 149 SH SOLE 0 0 149 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 4120 79 SH SOLE 0 0 79 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 555 11 SH SOLE 0 0 11 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5550 16 SH SOLE 0 0 16 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5370 64 SH SOLE 0 0 64 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 105127 1253 SH SOLE 0 0 1253 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 105105 303 SH SOLE 0 0 303 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 34495 691 SH SOLE 0 0 691 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 17832 197 SH SOLE 0 0 197 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 9478 135 SH SOLE 0 0 135 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 13584 147 SH SOLE 0 0 147 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 35284 813 SH SOLE 0 0 813 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 17595 385 SH SOLE 0 0 385 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 4710 41 SH SOLE 0 0 41 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 8894 218 SH SOLE 0 0 218 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 9331 185 SH SOLE 0 0 185 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 18934 586 SH SOLE 0 0 586 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 31552 392 SH SOLE 0 0 392 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7887 94 SH SOLE 0 0 94 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 843 12 SH SOLE 0 0 12 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 8325 24 SH SOLE 0 0 24 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1519 19 SH SOLE 0 0 19 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 807 16 SH SOLE 0 0 16 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1358 15 SH SOLE 0 0 15 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 6203 54 SH SOLE 0 0 54 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 18360 364 SH SOLE 0 0 364 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 131220 1564 SH SOLE 0 0 1564 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 5896 85 SH SOLE 0 0 85 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 23445 259 SH SOLE 0 0 259 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 12287 175 SH SOLE 0 0 175 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 5445 133 SH SOLE 0 0 133 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 142915 412 SH SOLE 0 0 412 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 23745 297 SH SOLE 0 0 297 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 702 10 SH SOLE 0 0 10 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1177 13 SH SOLE 0 0 13 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1163 36 SH SOLE 0 0 36 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6938 20 SH SOLE 0 0 20 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1143 25 SH SOLE 0 0 25 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 3792 10 SH SOLE 0 0 10 ISHARES INC CORE MSCI EMERGING MKTS ETF CORE MSCI EMKT 46434G103 638 13 SH SOLE 0 0 13 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 554 6 SH SOLE 0 0 6 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 1412 24 SH SOLE 0 0 24 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2864 66 SH SOLE 0 0 66 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1404 20 SH SOLE 0 0 20 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2391 74 SH SOLE 0 0 74 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1261 25 SH SOLE 0 0 25 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1554 34 SH SOLE 0 0 34 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 11794 34 SH SOLE 0 0 34 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1629 18 SH SOLE 0 0 18 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 11159 133 SH SOLE 0 0 133 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 104103 300 SH SOLE 0 0 300 ISHARES TR ESG MSCI LEADR ESG MSCI LEADR 46435U218 123552 1861 SH SOLE 0 0 1861 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 436402 1151 SH SOLE 0 0 1151 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 47551 808 SH SOLE 0 0 808 VANECK ETF TRUST INTRMDT MUNI ETF INTRMDT MUNI ETF 92189H201 198619 4349 SH SOLE 0 0 4349 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 195777 4511 SH SOLE 0 0 4511 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 94927 2938 SH SOLE 0 0 2938 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 101835 1125 SH SOLE 0 0 1125 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 19508 244 SH SOLE 0 0 244 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 85641 1064 SH SOLE 0 0 1064 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 28603 249 SH SOLE 0 0 249 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 56190 1114 SH SOLE 0 0 1114 ISHARES CORE S&P TOTAL US STOCK MARKET ETF CORE S&P TTL STK 464287150 26580 317 SH SOLE 0 0 317 ISHARES CORE US AGGREGATE BOND ETF CORE US AGGBD ET 464287226 2847 28 SH SOLE 0 0 28 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 80766 874 SH SOLE 0 0 874 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1017 11 SH SOLE 0 0 11 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1554 34 SH SOLE 0 0 34 ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 1375 10 SH SOLE 0 0 10 ISHARES TR MSCI INTL VLU FT MSCI INTL VLU FT 46435G409 2617 118 SH SOLE 0 0 118 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 5990 120 SH SOLE 0 0 120 ISHARES TR ESG MSCI LEADR ESG MSCI LEADR 46435U218 8697 131 SH SOLE 0 0 131 ISHARES U.S. HEALTHCARE ETF US HLTHCARE ETF 464287762 807 3 SH SOLE 0 0 3 ISHARES RUSSELL 1000 INDEX FUND RUS 1000 ETF 464287622 831 4 SH SOLE 0 0 4 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 3035 29 SH SOLE 0 0 29 INVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50 S&P 500 TOP 50 46137V233 10030 35 SH SOLE 0 0 35 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 573 14 SH SOLE 0 0 14 GOLDMAN SACHS ETF TR MARKETBETA INTL MARKETBETA INTL 381430180 942 21 SH SOLE 0 0 21 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF BBG CONV SEC ETF 78464A359 387 6 SH SOLE 0 0 6 ISHARES TRUST S & P EURO EUROPE ETF 464287861 2605 61 SH SOLE 0 0 61 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2165 67 SH SOLE 0 0 67 SPDR GOLD TR GOLD SHS GOLD SHS 78463V107 6738 40 SH SOLE 0 0 40 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2987 26 SH SOLE 0 0 26 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 6385 61 SH SOLE 0 0 61 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3230 46 SH SOLE 0 0 46 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2976 59 SH SOLE 0 0 59 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 22821 272 SH SOLE 0 0 272 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 983 24 SH SOLE 0 0 24 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4164 46 SH SOLE 0 0 46 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 4077 51 SH SOLE 0 0 51 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1941 21 SH SOLE 0 0 21 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 24282 70 SH SOLE 0 0 70 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 902 13 SH SOLE 0 0 13 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 14177 284 SH SOLE 0 0 284 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 462 5 SH SOLE 0 0 5 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 3792 10 SH SOLE 0 0 10 ISHARES INC CORE MSCI EMERGING MKTS ETF CORE MSCI EMKT 46434G103 687 14 SH SOLE 0 0 14 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 1707 29 SH SOLE 0 0 29 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3819 88 SH SOLE 0 0 88 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1825 26 SH SOLE 0 0 26 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 164 4 SH SOLE 0 0 4 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2349 28 SH SOLE 0 0 28 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 5450 173 SH SOLE 0 0 173 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3263 101 SH SOLE 0 0 101 APPLE INC COM 037833100 8203 60 SH SOLE 0 0 60 KROGER CO COM USD1.00 COM 501044101 28398 600 SH SOLE 0 0 600 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 2713 65 SH SOLE 0 0 65 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 25998 591 SH SOLE 0 0 591 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 4694 90 SH SOLE 0 0 90 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 4268 68 SH SOLE 0 0 68 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8558 102 SH SOLE 0 0 102 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 8274 277 SH SOLE 0 0 277 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 10569 147 SH SOLE 0 0 147 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 5024 217 SH SOLE 0 0 217 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 704 16 SH SOLE 0 0 16 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 417 8 SH SOLE 0 0 8 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 567 18 SH SOLE 0 0 18 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 690 11 SH SOLE 0 0 11 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 1342 16 SH SOLE 0 0 16 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 926 31 SH SOLE 0 0 31 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 226 7 SH SOLE 0 0 7 ISHARES TR ESG AWRE 1 5 YR ESG AWRE 1 5 YR 46435G243 145 6 SH SOLE 0 0 6 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 216 3 SH SOLE 0 0 3 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 55626 663 SH SOLE 0 0 663 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 7678 168 SH SOLE 0 0 168 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 8147 90 SH SOLE 0 0 90 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 14018 323 SH SOLE 0 0 323 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 11696 362 SH SOLE 0 0 362 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 57929 167 SH SOLE 0 0 167 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 6881 98 SH SOLE 0 0 98 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6305 125 SH SOLE 0 0 125 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1298 11 SH SOLE 0 0 11 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 11327 135 SH SOLE 0 0 135 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2552 79 SH SOLE 0 0 79 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1645 36 SH SOLE 0 0 36 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1294 14 SH SOLE 0 0 14 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2897 32 SH SOLE 0 0 32 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 14263 170 SH SOLE 0 0 170 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1334 19 SH SOLE 0 0 19 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1311 26 SH SOLE 0 0 26 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2399 30 SH SOLE 0 0 30 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 13528 39 SH SOLE 0 0 39 WOODSIDE ENERGY GROUP LTD SPON ADR EACH REP 1 ORD SHS SPONSORED ADR 980228308 517 24 SH SOLE 0 0 24 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 11993 150 SH SOLE 0 0 150 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 7966 88 SH SOLE 0 0 88 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 8040 87 SH SOLE 0 0 87 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 19668 394 SH SOLE 0 0 394 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2183 19 SH SOLE 0 0 19 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6255 124 SH SOLE 0 0 124 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 6459 92 SH SOLE 0 0 92 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 63132 182 SH SOLE 0 0 182 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 63093 752 SH SOLE 0 0 752 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 17344 50 SH SOLE 0 0 50 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2558 32 SH SOLE 0 0 32 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2036 29 SH SOLE 0 0 29 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2354 26 SH SOLE 0 0 26 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 16864 201 SH SOLE 0 0 201 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1816 36 SH SOLE 0 0 36 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 3399 49 SH SOLE 0 0 49 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 10138 201 SH SOLE 0 0 201 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 10798 94 SH SOLE 0 0 94 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 21667 207 SH SOLE 0 0 207 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 12944 143 SH SOLE 0 0 143 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 13112 164 SH SOLE 0 0 164 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 10060 29 SH SOLE 0 0 29 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1737 38 SH SOLE 0 0 38 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 14604 208 SH SOLE 0 0 208 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 13954 342 SH SOLE 0 0 342 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 29434 911 SH SOLE 0 0 911 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 7467 65 SH SOLE 0 0 65 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 27699 306 SH SOLE 0 0 306 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 53564 1073 SH SOLE 0 0 1073 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 163727 472 SH SOLE 0 0 472 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 163605 1950 SH SOLE 0 0 1950 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 49823 619 SH SOLE 0 0 619 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 21069 228 SH SOLE 0 0 228 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 27283 597 SH SOLE 0 0 597 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 54858 1264 SH SOLE 0 0 1264 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 14527 288 SH SOLE 0 0 288 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 8690 96 SH SOLE 0 0 96 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4704 67 SH SOLE 0 0 67 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 8874 111 SH SOLE 0 0 111 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 54113 156 SH SOLE 0 0 156 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 2293 56 SH SOLE 0 0 56 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 49669 592 SH SOLE 0 0 592 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2412 21 SH SOLE 0 0 21 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6860 136 SH SOLE 0 0 136 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 2358 34 SH SOLE 0 0 34 ISHARES CORE GROWTH ALLOCATION ETF GRWT ALLOCAT ETF 464289867 5760 120 SH SOLE 0 0 120 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4363 52 SH SOLE 0 0 52 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 634 7 SH SOLE 0 0 7 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1128 26 SH SOLE 0 0 26 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 504 10 SH SOLE 0 0 10 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 594 13 SH SOLE 0 0 13 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 937 29 SH SOLE 0 0 29 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1967 39 SH SOLE 0 0 39 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3942 122 SH SOLE 0 0 122 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2559 56 SH SOLE 0 0 56 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 18206 217 SH SOLE 0 0 217 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 18038 52 SH SOLE 0 0 52 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4948 114 SH SOLE 0 0 114 LOWES COMPANIES INC COM USD0.50 COM 548661107 19912 114 SH SOLE 0 0 114 AIR PRODUCTS AND CHEMICALS INC COM 009158106 5050 21 SH SOLE 0 0 21 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 65137 2016 SH SOLE 0 0 2016 3M CO COM 88579Y101 22000 170 SH SOLE 0 0 170 ANALOG DEVICES INC COM USD0.16 2/3 COM 032654105 61504 421 SH SOLE 0 0 421 MICROSOFT CORP COM 594918104 164371 640 SH SOLE 0 0 640 APPLE INC COM 037833100 65489 479 SH SOLE 0 0 479 PAYCHEX INC COM USD0.01 COM 704326107 46573 409 SH SOLE 0 0 409 ISHARES U S ETF TR BLOOMBERG ROLL BLOOMBERG ROLL 46431W598 40593 697 SH SOLE 0 0 697 PROCTER AND GAMBLE CO COM COM 742718109 7046 49 SH SOLE 0 0 49 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 22264 446 SH SOLE 0 0 446 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 46226 1133 SH SOLE 0 0 1133 TARGET CORP COM 87612E106 8756 62 SH SOLE 0 0 62 AUTOMATIC DATA PROCESSING INC COM USD0.10 COM 053015103 57341 273 SH SOLE 0 0 273 JOHNSON &JOHNSON COM USD1.00 COM 478160104 52898 298 SH SOLE 0 0 298 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 57399 1256 SH SOLE 0 0 1256 BECTON DICKINSON &CO COM USD1.00 COM 075887109 47827 194 SH SOLE 0 0 194 GENERAL DYNAMICS CORP COM USD1.00 COM 369550108 49781 225 SH SOLE 0 0 225 CLOROX CO COM USD1.00 COM 189054109 11701 83 SH SOLE 0 0 83 BLACKROCK INC COM USD0.01 COM 09247X101 38979 64 SH SOLE 0 0 64 NORFOLK SOUTHN CORP COM COM 655844108 51140 225 SH SOLE 0 0 225 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 82019 1019 SH SOLE 0 0 1019 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 48700 527 SH SOLE 0 0 527 FACTSET RESEARCH SYSTEMS INC COM 303075105 48071 125 SH SOLE 0 0 125 EVERSOURCE ENERGY COM 30040W108 29902 354 SH SOLE 0 0 354 ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 62957 458 SH SOLE 0 0 458 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 130938 3017 SH SOLE 0 0 3017 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 3452 55 SH SOLE 0 0 55 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 694 17 SH SOLE 0 0 17 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6293 75 SH SOLE 0 0 75 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 706 14 SH SOLE 0 0 14 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 739 8 SH SOLE 0 0 8 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 914 20 SH SOLE 0 0 20 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6591 19 SH SOLE 0 0 19 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 2334 29 SH SOLE 0 0 29 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1389 43 SH SOLE 0 0 43 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 702 10 SH SOLE 0 0 10 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1562 36 SH SOLE 0 0 36 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5550 16 SH SOLE 0 0 16 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 724 8 SH SOLE 0 0 8 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 632 9 SH SOLE 0 0 9 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1302 30 SH SOLE 0 0 30 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 605 12 SH SOLE 0 0 12 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 731 16 SH SOLE 0 0 16 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1099 34 SH SOLE 0 0 34 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5034 60 SH SOLE 0 0 60 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5550 16 SH SOLE 0 0 16 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5873 70 SH SOLE 0 0 70 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 421 6 SH SOLE 0 0 6 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 454 9 SH SOLE 0 0 9 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 879 11 SH SOLE 0 0 11 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1448 16 SH SOLE 0 0 16 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 543 6 SH SOLE 0 0 6 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 287 7 SH SOLE 0 0 7 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 202 4 SH SOLE 0 0 4 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 355 11 SH SOLE 0 0 11 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 477 11 SH SOLE 0 0 11 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 1388 4 SH SOLE 0 0 4 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1991 22 SH SOLE 0 0 22 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1616 50 SH SOLE 0 0 50 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3385 78 SH SOLE 0 0 78 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8977 107 SH SOLE 0 0 107 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7978 23 SH SOLE 0 0 23 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 757 15 SH SOLE 0 0 15 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1371 30 SH SOLE 0 0 30 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 491 7 SH SOLE 0 0 7 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 77701 224 SH SOLE 0 0 224 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 11593 145 SH SOLE 0 0 145 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 8070 160 SH SOLE 0 0 160 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 75174 896 SH SOLE 0 0 896 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 10410 115 SH SOLE 0 0 115 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 8846 126 SH SOLE 0 0 126 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 3676 53 SH SOLE 0 0 53 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3561 31 SH SOLE 0 0 31 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 18792 433 SH SOLE 0 0 433 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 10831 237 SH SOLE 0 0 237 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 11224 124 SH SOLE 0 0 124 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 59150 705 SH SOLE 0 0 705 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 15735 487 SH SOLE 0 0 487 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 7934 113 SH SOLE 0 0 113 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 7112 141 SH SOLE 0 0 141 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 4422 108 SH SOLE 0 0 108 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 66948 193 SH SOLE 0 0 193 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 10753 31 SH SOLE 0 0 31 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1759 22 SH SOLE 0 0 22 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1448 16 SH SOLE 0 0 16 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 10571 126 SH SOLE 0 0 126 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1194 17 SH SOLE 0 0 17 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1160 23 SH SOLE 0 0 23 ISHARES INC CORE MSCI EMERGING MKTS ETF CORE MSCI EMKT 46434G103 16828 343 SH SOLE 0 0 343 GOLDMAN SACHS ETF TR MARKETBETA INTL MARKETBETA INTL 381430180 30311 676 SH SOLE 0 0 676 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 44162 629 SH SOLE 0 0 629 INVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50 S&P 500 TOP 50 46137V233 261352 912 SH SOLE 0 0 912 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 92086 2015 SH SOLE 0 0 2015 ISHARES TRUST S & P EURO EUROPE ETF 464287861 92766 2172 SH SOLE 0 0 2172 ISHARES TR ESG MSCI EM LDRS ESG MSCI EM LDRS 46436E601 17129 361 SH SOLE 0 0 361 ISHARES TRUST MSCI USA SIZE FACTOR ETF MSCI USA SZE FT 46432F370 42472 386 SH SOLE 0 0 386 ISHARES TRUST DOW JONES UNITED STATES FINANCIAL U.S. FIN SVC ETF 464287770 5188 35 SH SOLE 0 0 35 ISHARES TR MSCI USA QLT FCT MSCI USA QLT FCT 46432F339 58658 525 SH SOLE 0 0 525 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 286938 3420 SH SOLE 0 0 3420 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 17871 213 SH SOLE 0 0 213 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 3038 38 SH SOLE 0 0 38 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2472 49 SH SOLE 0 0 49 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 832 12 SH SOLE 0 0 12 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 942 23 SH SOLE 0 0 23 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3349 37 SH SOLE 0 0 37 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1755 25 SH SOLE 0 0 25 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 19772 57 SH SOLE 0 0 57 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8726 104 SH SOLE 0 0 104 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1679 21 SH SOLE 0 0 21 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 9019 26 SH SOLE 0 0 26 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 908 18 SH SOLE 0 0 18 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1448 16 SH SOLE 0 0 16 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1053 15 SH SOLE 0 0 15 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 9852 227 SH SOLE 0 0 227 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2317 33 SH SOLE 0 0 33 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 26261 313 SH SOLE 0 0 313 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4685 145 SH SOLE 0 0 145 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4296 94 SH SOLE 0 0 94 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1756 19 SH SOLE 0 0 19 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1715 34 SH SOLE 0 0 34 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2285 50 SH SOLE 0 0 50 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 15773 188 SH SOLE 0 0 188 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 16303 47 SH SOLE 0 0 47 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 5715 71 SH SOLE 0 0 71 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1673 41 SH SOLE 0 0 41 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3554 110 SH SOLE 0 0 110 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2263 25 SH SOLE 0 0 25 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 15315 474 SH SOLE 0 0 474 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 3745 54 SH SOLE 0 0 54 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 8495 121 SH SOLE 0 0 121 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 10877 238 SH SOLE 0 0 238 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 11677 129 SH SOLE 0 0 129 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3561 31 SH SOLE 0 0 31 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 69723 201 SH SOLE 0 0 201 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 19183 442 SH SOLE 0 0 442 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 7616 151 SH SOLE 0 0 151 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 5036 123 SH SOLE 0 0 123 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 61331 731 SH SOLE 0 0 731 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 739 8 SH SOLE 0 0 8 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 5687 15 SH SOLE 0 0 15 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 2060 35 SH SOLE 0 0 35 ISHARES INC CORE MSCI EMERGING MKTS ETF CORE MSCI EMKT 46434G103 932 19 SH SOLE 0 0 19 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4111 49 SH SOLE 0 0 49 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 421 6 SH SOLE 0 0 6 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 720 9 SH SOLE 0 0 9 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4163 12 SH SOLE 0 0 12 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 404 8 SH SOLE 0 0 8 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 543 6 SH SOLE 0 0 6 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 1298 26 SH SOLE 0 0 26 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6786 156 SH SOLE 0 0 156 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1248 18 SH SOLE 0 0 18 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2604 52 SH SOLE 0 0 52 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 21210 253 SH SOLE 0 0 253 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2808 40 SH SOLE 0 0 40 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3874 85 SH SOLE 0 0 85 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 23944 69 SH SOLE 0 0 69 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 5726 177 SH SOLE 0 0 177 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1678 41 SH SOLE 0 0 41 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4156 46 SH SOLE 0 0 46 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1816 36 SH SOLE 0 0 36 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3892 43 SH SOLE 0 0 43 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1034 9 SH SOLE 0 0 9 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 21507 62 SH SOLE 0 0 62 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 7508 173 SH SOLE 0 0 173 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 21478 256 SH SOLE 0 0 256 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3651 113 SH SOLE 0 0 113 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3473 76 SH SOLE 0 0 76 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1966 28 SH SOLE 0 0 28 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 6670 95 SH SOLE 0 0 95 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6204 123 SH SOLE 0 0 123 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 59316 171 SH SOLE 0 0 171 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 8954 112 SH SOLE 0 0 112 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 7785 86 SH SOLE 0 0 86 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 57388 684 SH SOLE 0 0 684 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 3092 43 SH SOLE 0 0 43 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2601 31 SH SOLE 0 0 31 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 0 0 SH SOLE 0 0 0 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 1512 29 SH SOLE 0 0 29 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 1701 54 SH SOLE 0 0 54 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 0 0 SH SOLE 0 0 0 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 648 28 SH SOLE 0 0 28 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 876 21 SH SOLE 0 0 21 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 79782 230 SH SOLE 0 0 230 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 72909 869 SH SOLE 0 0 869 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 3316 81 SH SOLE 0 0 81 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 6561 71 SH SOLE 0 0 71 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 10602 151 SH SOLE 0 0 151 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 46276 927 SH SOLE 0 0 927 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 7690 238 SH SOLE 0 0 238 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3932 56 SH SOLE 0 0 56 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 33476 399 SH SOLE 0 0 399 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 12315 153 SH SOLE 0 0 153 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3783 75 SH SOLE 0 0 75 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 3631 89 SH SOLE 0 0 89 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 8420 194 SH SOLE 0 0 194 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 3789 41 SH SOLE 0 0 41 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4844 106 SH SOLE 0 0 106 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4979 55 SH SOLE 0 0 55 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 34688 100 SH SOLE 0 0 100 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 320 7 SH SOLE 0 0 7 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 564 13 SH SOLE 0 0 13 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 517 16 SH SOLE 0 0 16 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2081 6 SH SOLE 0 0 6 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 281 4 SH SOLE 0 0 4 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 362 4 SH SOLE 0 0 4 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2181 26 SH SOLE 0 0 26 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 31021 388 SH SOLE 0 0 388 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 166290 1982 SH SOLE 0 0 1982 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 27699 306 SH SOLE 0 0 306 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 173440 500 SH SOLE 0 0 500 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 16998 337 SH SOLE 0 0 337 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 5399 47 SH SOLE 0 0 47 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4509 13 SH SOLE 0 0 13 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 562 8 SH SOLE 0 0 8 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3019 43 SH SOLE 0 0 43 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 5197 65 SH SOLE 0 0 65 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1387 20 SH SOLE 0 0 20 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5793 64 SH SOLE 0 0 64 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1597 39 SH SOLE 0 0 39 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 30288 361 SH SOLE 0 0 361 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4237 84 SH SOLE 0 0 84 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 33300 96 SH SOLE 0 0 96 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1493 13 SH SOLE 0 0 13 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 388 12 SH SOLE 0 0 12 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 274 6 SH SOLE 0 0 6 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 1388 4 SH SOLE 0 0 4 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 1594 19 SH SOLE 0 0 19 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 202 4 SH SOLE 0 0 4 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 521 12 SH SOLE 0 0 12 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 724 8 SH SOLE 0 0 8 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 216106 623 SH SOLE 0 0 623 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 52774 1216 SH SOLE 0 0 1216 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 23959 475 SH SOLE 0 0 475 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 25416 362 SH SOLE 0 0 362 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 206142 2457 SH SOLE 0 0 2457 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 28791 630 SH SOLE 0 0 630 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 44168 1367 SH SOLE 0 0 1367 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 30415 336 SH SOLE 0 0 336 ISHARES TRUST FALLEN ANGELS USD BD ETF FALN ANGLS USD 46435G474 443 18 SH SOLE 0 0 18 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 1091 13 SH SOLE 0 0 13 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 139 2 SH SOLE 0 0 2 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 1041 3 SH SOLE 0 0 3 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 194 6 SH SOLE 0 0 6 NEXTERA ENERGY INC COM USD0.01 COM 65339F101 54532 704 SH SOLE 0 0 704 EMBECTA CORP COMMON STOCK COMMON STOCK 29082K105 962 38 SH SOLE 0 0 38 MEDTRONIC PLC SHS G5960L103 8796 98 SH SOLE 0 0 98 MCDONALD S CORP COM 580135101 40241 163 SH SOLE 0 0 163 ABBOTT LABORATORIES COM 002824100 19883 183 SH SOLE 0 0 183 V F CORP COM NPV COM 918204108 20186 457 SH SOLE 0 0 457 APPLE INC COM 037833100 76973 563 SH SOLE 0 0 563 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 517 16 SH SOLE 0 0 16 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 211 3 SH SOLE 0 0 3 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2181 26 SH SOLE 0 0 26 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 366 8 SH SOLE 0 0 8 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 781 18 SH SOLE 0 0 18 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2081 6 SH SOLE 0 0 6 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 202 4 SH SOLE 0 0 4 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 362 4 SH SOLE 0 0 4 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 454 9 SH SOLE 0 0 9 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 640 8 SH SOLE 0 0 8 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3859 46 SH SOLE 0 0 46 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 421 6 SH SOLE 0 0 6 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 543 6 SH SOLE 0 0 6 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3816 11 SH SOLE 0 0 11 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 554 6 SH SOLE 0 0 6 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 69301 826 SH SOLE 0 0 826 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 4231 61 SH SOLE 0 0 61 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 9338 133 SH SOLE 0 0 133 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 13035 144 SH SOLE 0 0 144 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 8474 168 SH SOLE 0 0 168 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 4250 37 SH SOLE 0 0 37 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 78048 225 SH SOLE 0 0 225 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 22134 510 SH SOLE 0 0 510 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 5158 126 SH SOLE 0 0 126 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 18481 572 SH SOLE 0 0 572 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 12705 278 SH SOLE 0 0 278 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 1426 17 SH SOLE 0 0 17 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 274 6 SH SOLE 0 0 6 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1665 33 SH SOLE 0 0 33 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2478 31 SH SOLE 0 0 31 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 15956 46 SH SOLE 0 0 46 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2082 23 SH SOLE 0 0 23 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1755 25 SH SOLE 0 0 25 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 15522 185 SH SOLE 0 0 185 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 1386 44 SH SOLE 0 0 44 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 808 25 SH SOLE 0 0 25 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 1199 23 SH SOLE 0 0 23 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 710 17 SH SOLE 0 0 17 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2098 25 SH SOLE 0 0 25 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 2588 36 SH SOLE 0 0 36 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 2091 70 SH SOLE 0 0 70 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 1004 16 SH SOLE 0 0 16 ISHARES CORE AGGRESSIVE ALLOCATION ETF AGGRES ALLOC ETF 464289859 5690 95 SH SOLE 0 0 95 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3259 36 SH SOLE 0 0 36 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5859 135 SH SOLE 0 0 135 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1474 21 SH SOLE 0 0 21 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2651 58 SH SOLE 0 0 58 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2811 87 SH SOLE 0 0 87 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 15956 46 SH SOLE 0 0 46 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 16361 195 SH SOLE 0 0 195 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1412 28 SH SOLE 0 0 28 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 274 6 SH SOLE 0 0 6 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 452 14 SH SOLE 0 0 14 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2265 27 SH SOLE 0 0 27 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 1734 5 SH SOLE 0 0 5 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 608 14 SH SOLE 0 0 14 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4782 57 SH SOLE 0 0 57 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 491 7 SH SOLE 0 0 7 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 404 8 SH SOLE 0 0 8 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4856 14 SH SOLE 0 0 14 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1649 38 SH SOLE 0 0 38 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 808 25 SH SOLE 0 0 25 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 777 17 SH SOLE 0 0 17 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 96233 1147 SH SOLE 0 0 1147 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 17189 215 SH SOLE 0 0 215 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 4667 114 SH SOLE 0 0 114 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 4365 38 SH SOLE 0 0 38 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 16927 187 SH SOLE 0 0 187 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 13518 268 SH SOLE 0 0 268 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 104758 302 SH SOLE 0 0 302 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 9408 134 SH SOLE 0 0 134 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 4370 63 SH SOLE 0 0 63 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 101728 2226 SH SOLE 0 0 2226 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 51934 562 SH SOLE 0 0 562 ISHARES TR 10-20 YR TRS ETF 10-20 YR TRS ETF 464288653 19945 166 SH SOLE 0 0 166 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 258496 3081 SH SOLE 0 0 3081 SPDR PORTFOLIO EMERGING MARKETS ETF PORTFOLIO EMG MK 78463X509 59457 1710 SH SOLE 0 0 1710 VANECK ETF TRUST INTRMDT MUNI ETF INTRMDT MUNI ETF 92189H201 120980 2649 SH SOLE 0 0 2649 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 43782 868 SH SOLE 0 0 868 ISHARES TRUST DOW JONES UNITED STATES FINANCIAL U.S. FIN SVC ETF 464287770 15118 102 SH SOLE 0 0 102 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 152529 1895 SH SOLE 0 0 1895 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 69438 989 SH SOLE 0 0 989 ISHARES TR MSCI USA QLT FCT MSCI USA QLT FCT 46432F339 33519 300 SH SOLE 0 0 300 ISHARES TR MSCI INTL VLU FT MSCI INTL VLU FT 46435G409 121502 5478 SH SOLE 0 0 5478 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 48247 846 SH SOLE 0 0 846 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 7238 142 SH SOLE 0 0 142 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 78223 2421 SH SOLE 0 0 2421 ISHARES TR ESG MSCI EM LDRS ESG MSCI EM LDRS 46436E601 6880 145 SH SOLE 0 0 145 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 21892 916 SH SOLE 0 0 916 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5341 59 SH SOLE 0 0 59 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2270 45 SH SOLE 0 0 45 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1149 10 SH SOLE 0 0 10 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 25322 73 SH SOLE 0 0 73 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 164 4 SH SOLE 0 0 4 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 320 4 SH SOLE 0 0 4 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2081 6 SH SOLE 0 0 6 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2098 25 SH SOLE 0 0 25 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2558 32 SH SOLE 0 0 32 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 14569 42 SH SOLE 0 0 42 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1412 28 SH SOLE 0 0 28 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 13760 164 SH SOLE 0 0 164 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1545 22 SH SOLE 0 0 22 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2263 25 SH SOLE 0 0 25 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2118 42 SH SOLE 0 0 42 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 24628 71 SH SOLE 0 0 71 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1149 10 SH SOLE 0 0 10 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 8593 198 SH SOLE 0 0 198 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3976 87 SH SOLE 0 0 87 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4200 130 SH SOLE 0 0 130 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2317 33 SH SOLE 0 0 33 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4526 50 SH SOLE 0 0 50 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 24667 294 SH SOLE 0 0 294 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 21091 233 SH SOLE 0 0 233 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 130427 376 SH SOLE 0 0 376 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 13831 197 SH SOLE 0 0 197 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 4135 36 SH SOLE 0 0 36 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 125263 1493 SH SOLE 0 0 1493 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 12408 246 SH SOLE 0 0 246 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 554 6 SH SOLE 0 0 6 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 13020 300 SH SOLE 0 0 300 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 6809 149 SH SOLE 0 0 149 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 39544 114 SH SOLE 0 0 114 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 40020 477 SH SOLE 0 0 477 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6880 76 SH SOLE 0 0 76 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 5083 55 SH SOLE 0 0 55 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 11591 144 SH SOLE 0 0 144 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 12780 256 SH SOLE 0 0 256 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 7011 217 SH SOLE 0 0 217 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3721 53 SH SOLE 0 0 53 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 3264 80 SH SOLE 0 0 80 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1608 14 SH SOLE 0 0 14 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3379 67 SH SOLE 0 0 67 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 10812 154 SH SOLE 0 0 154 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 101636 293 SH SOLE 0 0 293 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 97240 1159 SH SOLE 0 0 1159 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 18229 228 SH SOLE 0 0 228 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 16203 179 SH SOLE 0 0 179 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3101 27 SH SOLE 0 0 27 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 9987 198 SH SOLE 0 0 198 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6376 76 SH SOLE 0 0 76 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 656 13 SH SOLE 0 0 13 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6591 19 SH SOLE 0 0 19 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 702 10 SH SOLE 0 0 10 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1279 16 SH SOLE 0 0 16 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1086 12 SH SOLE 0 0 12 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 49951 144 SH SOLE 0 0 144 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 8418 93 SH SOLE 0 0 93 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5397 107 SH SOLE 0 0 107 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 2774 40 SH SOLE 0 0 40 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 8089 177 SH SOLE 0 0 177 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 0 0 SH SOLE 0 0 0 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 1255 20 SH SOLE 0 0 20 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 0 0 SH SOLE 0 0 0 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1002 31 SH SOLE 0 0 31 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 0 0 SH SOLE 0 0 0 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 2539 85 SH SOLE 0 0 85 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 2463 56 SH SOLE 0 0 56 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2359 73 SH SOLE 0 0 73 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 4001 127 SH SOLE 0 0 127 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 7406 103 SH SOLE 0 0 103 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 6004 201 SH SOLE 0 0 201 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 3494 67 SH SOLE 0 0 67 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 2950 47 SH SOLE 0 0 47 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6125 73 SH SOLE 0 0 73 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 2087 50 SH SOLE 0 0 50 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 45837 1003 SH SOLE 0 0 1003 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 95393 2198 SH SOLE 0 0 2198 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 271260 782 SH SOLE 0 0 782 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 11602 101 SH SOLE 0 0 101 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 23505 466 SH SOLE 0 0 466 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 269822 3216 SH SOLE 0 0 3216 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 25065 357 SH SOLE 0 0 357 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 50016 1548 SH SOLE 0 0 1548 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 47161 521 SH SOLE 0 0 521 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4340 100 SH SOLE 0 0 100 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2359 73 SH SOLE 0 0 73 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 13528 39 SH SOLE 0 0 39 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 13424 160 SH SOLE 0 0 160 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2285 50 SH SOLE 0 0 50 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2263 25 SH SOLE 0 0 25 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1160 23 SH SOLE 0 0 23 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 3944 49 SH SOLE 0 0 49 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 18395 262 SH SOLE 0 0 262 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 42319 122 SH SOLE 0 0 122 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 14930 344 SH SOLE 0 0 344 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 7884 244 SH SOLE 0 0 244 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3791 54 SH SOLE 0 0 54 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 42202 503 SH SOLE 0 0 503 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3682 73 SH SOLE 0 0 73 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1838 16 SH SOLE 0 0 16 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 7358 161 SH SOLE 0 0 161 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 7332 81 SH SOLE 0 0 81 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 52032 150 SH SOLE 0 0 150 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5397 107 SH SOLE 0 0 107 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6789 75 SH SOLE 0 0 75 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 8075 101 SH SOLE 0 0 101 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 51095 609 SH SOLE 0 0 609 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5617 80 SH SOLE 0 0 80 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 573 14 SH SOLE 0 0 14 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 924 10 SH SOLE 0 0 10 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8306 99 SH SOLE 0 0 99 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2132 66 SH SOLE 0 0 66 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 9019 26 SH SOLE 0 0 26 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1608 14 SH SOLE 0 0 14 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1539 17 SH SOLE 0 0 17 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1462 32 SH SOLE 0 0 32 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1009 20 SH SOLE 0 0 20 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1053 15 SH SOLE 0 0 15 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 2495 31 SH SOLE 0 0 31 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2517 58 SH SOLE 0 0 58 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 6190 124 SH SOLE 0 0 124 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 3245 31 SH SOLE 0 0 31 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 486 7 SH SOLE 0 0 7 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 391 9 SH SOLE 0 0 9 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 82 2 SH SOLE 0 0 2 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 229 5 SH SOLE 0 0 5 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1034 9 SH SOLE 0 0 9 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1053 15 SH SOLE 0 0 15 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1358 15 SH SOLE 0 0 15 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 8325 24 SH SOLE 0 0 24 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 2198 21 SH SOLE 0 0 21 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7719 92 SH SOLE 0 0 92 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1059 21 SH SOLE 0 0 21 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 368 9 SH SOLE 0 0 9 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1439 18 SH SOLE 0 0 18 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 4792 96 SH SOLE 0 0 96 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 739 8 SH SOLE 0 0 8 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 347 5 SH SOLE 0 0 5 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 1315 55 SH SOLE 0 0 55 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 1198 21 SH SOLE 0 0 21 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 816 16 SH SOLE 0 0 16 ISHARES TR MBS ETF MBS ETF 464288588 585 6 SH SOLE 0 0 6 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 370 4 SH SOLE 0 0 4 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 2275 6 SH SOLE 0 0 6 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 5117 64 SH SOLE 0 0 64 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3985 79 SH SOLE 0 0 79 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2668 38 SH SOLE 0 0 38 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1351 33 SH SOLE 0 0 33 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1378 12 SH SOLE 0 0 12 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1318 19 SH SOLE 0 0 19 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 31219 90 SH SOLE 0 0 90 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5069 56 SH SOLE 0 0 56 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 28442 339 SH SOLE 0 0 339 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 14599 174 SH SOLE 0 0 174 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 689 6 SH SOLE 0 0 6 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5208 120 SH SOLE 0 0 120 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1211 24 SH SOLE 0 0 24 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 41626 120 SH SOLE 0 0 120 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5347 106 SH SOLE 0 0 106 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1665 24 SH SOLE 0 0 24 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 37923 452 SH SOLE 0 0 452 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1723 15 SH SOLE 0 0 15 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3651 52 SH SOLE 0 0 52 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1842 45 SH SOLE 0 0 45 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 6796 85 SH SOLE 0 0 85 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6698 74 SH SOLE 0 0 74 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4250 93 SH SOLE 0 0 93 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 31219 90 SH SOLE 0 0 90 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4888 54 SH SOLE 0 0 54 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3379 67 SH SOLE 0 0 67 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3651 52 SH SOLE 0 0 52 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 7986 184 SH SOLE 0 0 184 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 6688 207 SH SOLE 0 0 207 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 30456 363 SH SOLE 0 0 363 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5873 70 SH SOLE 0 0 70 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 632 9 SH SOLE 0 0 9 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 996 11 SH SOLE 0 0 11 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6244 18 SH SOLE 0 0 18 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1119 14 SH SOLE 0 0 14 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 605 12 SH SOLE 0 0 12 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 706 14 SH SOLE 0 0 14 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 739 8 SH SOLE 0 0 8 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1606 37 SH SOLE 0 0 37 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 2254 28 SH SOLE 0 0 28 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 772 11 SH SOLE 0 0 11 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6591 19 SH SOLE 0 0 19 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 694 17 SH SOLE 0 0 17 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 868 19 SH SOLE 0 0 19 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6376 76 SH SOLE 0 0 76 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 202 4 SH SOLE 0 0 4 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 996 11 SH SOLE 0 0 11 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2517 30 SH SOLE 0 0 30 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 738 17 SH SOLE 0 0 17 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2428 7 SH SOLE 0 0 7 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 614 19 SH SOLE 0 0 19 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 303 6 SH SOLE 0 0 6 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 411 9 SH SOLE 0 0 9 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1102 27 SH SOLE 0 0 27 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4297 99 SH SOLE 0 0 99 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 3864 48 SH SOLE 0 0 48 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 4293 86 SH SOLE 0 0 86 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1110 22 SH SOLE 0 0 22 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2354 26 SH SOLE 0 0 26 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 13181 38 SH SOLE 0 0 38 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1264 18 SH SOLE 0 0 18 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2359 73 SH SOLE 0 0 73 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2239 49 SH SOLE 0 0 49 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 13592 162 SH SOLE 0 0 162 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1663 18 SH SOLE 0 0 18 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 11159 133 SH SOLE 0 0 133 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 11100 32 SH SOLE 0 0 32 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1009 20 SH SOLE 0 0 20 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2444 27 SH SOLE 0 0 27 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1053 15 SH SOLE 0 0 15 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1999 25 SH SOLE 0 0 25 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 127305 367 SH SOLE 0 0 367 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 21363 236 SH SOLE 0 0 236 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 6777 59 SH SOLE 0 0 59 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 27431 849 SH SOLE 0 0 849 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 111755 1332 SH SOLE 0 0 1332 VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF TOTAL STK MKT 922908769 182773 969 SH SOLE 0 0 969 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 638109 1683 SH SOLE 0 0 1683 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 93145 1029 SH SOLE 0 0 1029 SELECT SECTOR SPDR TR FINANCIAL FINANCIAL 81369Y605 10630 338 SH SOLE 0 0 338 VANGUARD REAL ESTATE ETF REAL ESTATE ETF 922908553 8382 92 SH SOLE 0 0 92 ISHARES S&P MIDCAP 400 INDEX FUND CORE S&P MCP ETF 464287507 9049 40 SH SOLE 0 0 40 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 42465 112 SH SOLE 0 0 112 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 4528 49 SH SOLE 0 0 49 VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF FTSE EMR MKT ETF 922042858 9621 231 SH SOLE 0 0 231 HEALTH CARE SELECT SECTOR SPDR SBI HEALTHCARE 81369Y209 13209 103 SH SOLE 0 0 103 VANGUARD BD INDEX FDS TOTAL BND MRKT TOTAL BND MRKT 921937835 26115 347 SH SOLE 0 0 347 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 22069 375 SH SOLE 0 0 375 SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS TECHNOLOGY 81369Y803 11059 87 SH SOLE 0 0 87 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1362 27 SH SOLE 0 0 27 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 13528 39 SH SOLE 0 0 39 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2897 32 SH SOLE 0 0 32 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2399 30 SH SOLE 0 0 30 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 14263 170 SH SOLE 0 0 170 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1334 19 SH SOLE 0 0 19 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 320 4 SH SOLE 0 0 4 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 164 4 SH SOLE 0 0 4 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2098 25 SH SOLE 0 0 25 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2081 6 SH SOLE 0 0 6 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 ISHARES CORE AGGRESSIVE ALLOCATION ETF AGGRES ALLOC ETF 464289859 4192 70 SH SOLE 0 0 70 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 73192 211 SH SOLE 0 0 211 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 41683 835 SH SOLE 0 0 835 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 66952 798 SH SOLE 0 0 798 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 2913 42 SH SOLE 0 0 42 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 19259 184 SH SOLE 0 0 184 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 23345 292 SH SOLE 0 0 292 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 4135 36 SH SOLE 0 0 36 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 20005 221 SH SOLE 0 0 221 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 21666 271 SH SOLE 0 0 271 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 12146 173 SH SOLE 0 0 173 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 118633 342 SH SOLE 0 0 342 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 11046 219 SH SOLE 0 0 219 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 113852 1357 SH SOLE 0 0 1357 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 6814 167 SH SOLE 0 0 167 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 14216 440 SH SOLE 0 0 440 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 7232 103 SH SOLE 0 0 103 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 80125 955 SH SOLE 0 0 955 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 26778 617 SH SOLE 0 0 617 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3561 31 SH SOLE 0 0 31 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 24227 301 SH SOLE 0 0 301 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6709 133 SH SOLE 0 0 133 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 13578 150 SH SOLE 0 0 150 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 13619 298 SH SOLE 0 0 298 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 10720 116 SH SOLE 0 0 116 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 80129 231 SH SOLE 0 0 231 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 26308 527 SH SOLE 0 0 527 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1649 38 SH SOLE 0 0 38 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4163 12 SH SOLE 0 0 12 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 353 7 SH SOLE 0 0 7 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4615 55 SH SOLE 0 0 55 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 996 11 SH SOLE 0 0 11 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 731 16 SH SOLE 0 0 16 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 775 24 SH SOLE 0 0 24 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1474 21 SH SOLE 0 0 21 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 13424 160 SH SOLE 0 0 160 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 13875 40 SH SOLE 0 0 40 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2757 24 SH SOLE 0 0 24 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 11793 365 SH SOLE 0 0 365 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 3316 81 SH SOLE 0 0 81 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5898 84 SH SOLE 0 0 84 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 44215 527 SH SOLE 0 0 527 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 14105 325 SH SOLE 0 0 325 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 996 11 SH SOLE 0 0 11 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2428 7 SH SOLE 0 0 7 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 92 1 SH SOLE 0 0 1 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 400 5 SH SOLE 0 0 5 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2601 31 SH SOLE 0 0 31 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3349 37 SH SOLE 0 0 37 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 17787 212 SH SOLE 0 0 212 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2879 63 SH SOLE 0 0 63 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 17691 51 SH SOLE 0 0 51 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1513 30 SH SOLE 0 0 30 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6423 148 SH SOLE 0 0 148 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3037 94 SH SOLE 0 0 94 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1615 23 SH SOLE 0 0 23 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 480 6 SH SOLE 0 0 6 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 421 6 SH SOLE 0 0 6 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 453 5 SH SOLE 0 0 5 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 353 7 SH SOLE 0 0 7 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3469 10 SH SOLE 0 0 10 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 370 4 SH SOLE 0 0 4 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3356 40 SH SOLE 0 0 40 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1267 14 SH SOLE 0 0 14 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 706 14 SH SOLE 0 0 14 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7383 88 SH SOLE 0 0 88 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7631 22 SH SOLE 0 0 22 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1194 17 SH SOLE 0 0 17 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1102 27 SH SOLE 0 0 27 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1756 19 SH SOLE 0 0 19 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 4293 86 SH SOLE 0 0 86 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 958 19 SH SOLE 0 0 19 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2344 54 SH SOLE 0 0 54 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8642 103 SH SOLE 0 0 103 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2036 63 SH SOLE 0 0 63 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1234 27 SH SOLE 0 0 27 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 9019 26 SH SOLE 0 0 26 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1053 15 SH SOLE 0 0 15 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1358 15 SH SOLE 0 0 15 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 757 15 SH SOLE 0 0 15 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1953 45 SH SOLE 0 0 45 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1005 22 SH SOLE 0 0 22 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1551 48 SH SOLE 0 0 48 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7132 85 SH SOLE 0 0 85 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1448 16 SH SOLE 0 0 16 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6591 19 SH SOLE 0 0 19 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 702 10 SH SOLE 0 0 10 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 24918 297 SH SOLE 0 0 297 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3019 43 SH SOLE 0 0 43 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 26016 75 SH SOLE 0 0 75 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 3758 47 SH SOLE 0 0 47 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3349 37 SH SOLE 0 0 37 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2774 55 SH SOLE 0 0 55 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 173337 2066 SH SOLE 0 0 2066 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 16640 237 SH SOLE 0 0 237 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 14829 294 SH SOLE 0 0 294 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 175174 505 SH SOLE 0 0 505 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 27923 611 SH SOLE 0 0 611 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 61932 1427 SH SOLE 0 0 1427 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 7467 65 SH SOLE 0 0 65 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 979 24 SH SOLE 0 0 24 SPDR GOLD TR GOLD SHS GOLD SHS 78463V107 1516 9 SH SOLE 0 0 9 LIVENT CORP COM COM 53814L108 250 11 SH SOLE 0 0 11 SOCIEDAD QUIMICA Y MINERA DE CHILE ADS-EACH REPR 1 PRF SER B SPON ADR SER B 833635105 1587 19 SH SOLE 0 0 19 GLOBAL X FDS ARTIFICIAL ETF ARTIFICIAL ETF 37954Y632 3123 150 SH SOLE 0 0 150 FMC CORP COM NEW COM NEW 302491303 1284 12 SH SOLE 0 0 12 TESLA INC COM COM 88160R101 125930 187 SH SOLE 0 0 187 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2172 24 SH SOLE 0 0 24 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 13875 40 SH SOLE 0 0 40 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3263 101 SH SOLE 0 0 101 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1463 29 SH SOLE 0 0 29 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 13508 161 SH SOLE 0 0 161 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1919 42 SH SOLE 0 0 42 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3515 81 SH SOLE 0 0 81 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1615 23 SH SOLE 0 0 23 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3721 53 SH SOLE 0 0 53 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4753 104 SH SOLE 0 0 104 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3379 67 SH SOLE 0 0 67 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1723 15 SH SOLE 0 0 15 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 8984 207 SH SOLE 0 0 207 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1595 23 SH SOLE 0 0 23 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5431 60 SH SOLE 0 0 60 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 2252 55 SH SOLE 0 0 55 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 6817 211 SH SOLE 0 0 211 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 27603 329 SH SOLE 0 0 329 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 31219 90 SH SOLE 0 0 90 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2638 33 SH SOLE 0 0 33 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 16361 195 SH SOLE 0 0 195 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1765 35 SH SOLE 0 0 35 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1825 26 SH SOLE 0 0 26 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2172 24 SH SOLE 0 0 24 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 16650 48 SH SOLE 0 0 48 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 323 10 SH SOLE 0 0 10 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 202 4 SH SOLE 0 0 4 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2456 76 SH SOLE 0 0 76 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2331 51 SH SOLE 0 0 51 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1264 18 SH SOLE 0 0 18 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2897 32 SH SOLE 0 0 32 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 14222 41 SH SOLE 0 0 41 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 562 8 SH SOLE 0 0 8 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1345 31 SH SOLE 0 0 31 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 555 11 SH SOLE 0 0 11 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1163 36 SH SOLE 0 0 36 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5034 60 SH SOLE 0 0 60 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5203 15 SH SOLE 0 0 15 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 686 15 SH SOLE 0 0 15 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 724 8 SH SOLE 0 0 8 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 876 21 SH SOLE 0 0 21 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2517 30 SH SOLE 0 0 30 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 2479 83 SH SOLE 0 0 83 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 1460 28 SH SOLE 0 0 28 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 1638 52 SH SOLE 0 0 52 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 3020 42 SH SOLE 0 0 42 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 969 30 SH SOLE 0 0 30 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 1192 19 SH SOLE 0 0 19 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 9939 229 SH SOLE 0 0 229 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2668 38 SH SOLE 0 0 38 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 28526 340 SH SOLE 0 0 340 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2421 48 SH SOLE 0 0 48 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 28444 82 SH SOLE 0 0 82 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4616 101 SH SOLE 0 0 101 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1264 11 SH SOLE 0 0 11 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4847 150 SH SOLE 0 0 150 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5160 57 SH SOLE 0 0 57 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 39197 113 SH SOLE 0 0 113 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 7435 93 SH SOLE 0 0 93 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6065 67 SH SOLE 0 0 67 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1357 42 SH SOLE 0 0 42 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2605 57 SH SOLE 0 0 57 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1941 21 SH SOLE 0 0 21 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 18458 220 SH SOLE 0 0 220 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4731 109 SH SOLE 0 0 109 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1967 39 SH SOLE 0 0 39 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 18732 54 SH SOLE 0 0 54 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4200 130 SH SOLE 0 0 130 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 6681 83 SH SOLE 0 0 83 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1958 48 SH SOLE 0 0 48 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2106 30 SH SOLE 0 0 30 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2806 31 SH SOLE 0 0 31 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2897 32 SH SOLE 0 0 32 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3199 99 SH SOLE 0 0 99 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4297 99 SH SOLE 0 0 99 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1685 24 SH SOLE 0 0 24 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 13340 159 SH SOLE 0 0 159 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 14569 42 SH SOLE 0 0 42 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1614 32 SH SOLE 0 0 32 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 694 10 SH SOLE 0 0 10 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1351 33 SH SOLE 0 0 33 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2285 50 SH SOLE 0 0 50 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1149 10 SH SOLE 0 0 10 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2457 35 SH SOLE 0 0 35 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4491 139 SH SOLE 0 0 139 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 26512 316 SH SOLE 0 0 316 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4798 53 SH SOLE 0 0 53 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 26363 76 SH SOLE 0 0 76 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2270 45 SH SOLE 0 0 45 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 9244 213 SH SOLE 0 0 213 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4296 94 SH SOLE 0 0 94 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1059 21 SH SOLE 0 0 21 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 8720 213 SH SOLE 0 0 213 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 15446 220 SH SOLE 0 0 220 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 35892 827 SH SOLE 0 0 827 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 13467 267 SH SOLE 0 0 267 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 19834 434 SH SOLE 0 0 434 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 6797 98 SH SOLE 0 0 98 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 326 8 SH SOLE 0 0 8 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 362 4 SH SOLE 0 0 4 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 1989 19 SH SOLE 0 0 19 ISHARES TRUST FALLEN ANGELS USD BD ETF FALN ANGLS USD 46435G474 320 13 SH SOLE 0 0 13 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 164 4 SH SOLE 0 0 4 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 2646 53 SH SOLE 0 0 53 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 644 8 SH SOLE 0 0 8 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 651 15 SH SOLE 0 0 15 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 323 10 SH SOLE 0 0 10 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2081 6 SH SOLE 0 0 6 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 347 5 SH SOLE 0 0 5 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 370 4 SH SOLE 0 0 4 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 1846 22 SH SOLE 0 0 22 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 503 11 SH SOLE 0 0 11 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1591 39 SH SOLE 0 0 39 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1564 31 SH SOLE 0 0 31 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1615 23 SH SOLE 0 0 23 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 14222 41 SH SOLE 0 0 41 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 9535 191 SH SOLE 0 0 191 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3993 92 SH SOLE 0 0 92 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 3944 49 SH SOLE 0 0 49 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 901 22 SH SOLE 0 0 22 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 763 11 SH SOLE 0 0 11 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 5024 48 SH SOLE 0 0 48 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 13005 155 SH SOLE 0 0 155 ETF SER SOLUTIONS NATIONWIDE NASDQ NATIONWIDE NASDQ 26922A172 20563 1071 SH SOLE 0 0 1071 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 9408 134 SH SOLE 0 0 134 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 12232 153 SH SOLE 0 0 153 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 9029 179 SH SOLE 0 0 179 FIDELITY BLUE CHIP GROWTH ETF BLUE CHIP GRWTH 316092352 37576 1730 SH SOLE 0 0 1730 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 9304 81 SH SOLE 0 0 81 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 3111 76 SH SOLE 0 0 76 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 11768 130 SH SOLE 0 0 130 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 6099 66 SH SOLE 0 0 66 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 3544 71 SH SOLE 0 0 71 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 983 14 SH SOLE 0 0 14 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1919 42 SH SOLE 0 0 42 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 11159 133 SH SOLE 0 0 133 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3602 83 SH SOLE 0 0 83 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 938 23 SH SOLE 0 0 23 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 958 19 SH SOLE 0 0 19 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1971 61 SH SOLE 0 0 61 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 3300 41 SH SOLE 0 0 41 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1479 16 SH SOLE 0 0 16 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 11100 32 SH SOLE 0 0 32 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1901 21 SH SOLE 0 0 21 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4976 154 SH SOLE 0 0 154 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6380 147 SH SOLE 0 0 147 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3892 43 SH SOLE 0 0 43 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1842 45 SH SOLE 0 0 45 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 23588 68 SH SOLE 0 0 68 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1318 19 SH SOLE 0 0 19 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2673 53 SH SOLE 0 0 53 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1264 11 SH SOLE 0 0 11 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3656 80 SH SOLE 0 0 80 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 20723 247 SH SOLE 0 0 247 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2879 41 SH SOLE 0 0 41 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 36664 437 SH SOLE 0 0 437 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1362 27 SH SOLE 0 0 27 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2478 31 SH SOLE 0 0 31 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2263 25 SH SOLE 0 0 25 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1066 33 SH SOLE 0 0 33 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5034 60 SH SOLE 0 0 60 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1259 29 SH SOLE 0 0 29 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 632 9 SH SOLE 0 0 9 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 555 11 SH SOLE 0 0 11 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 686 15 SH SOLE 0 0 15 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 724 8 SH SOLE 0 0 8 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5203 15 SH SOLE 0 0 15 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 11892 274 SH SOLE 0 0 274 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1378 12 SH SOLE 0 0 12 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3089 44 SH SOLE 0 0 44 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 5530 121 SH SOLE 0 0 121 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5793 64 SH SOLE 0 0 64 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 32973 393 SH SOLE 0 0 393 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2875 57 SH SOLE 0 0 57 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 33300 96 SH SOLE 0 0 96 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 5945 184 SH SOLE 0 0 184 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1020 25 SH SOLE 0 0 25 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 9366 27 SH SOLE 0 0 27 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 958 19 SH SOLE 0 0 19 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1358 15 SH SOLE 0 0 15 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1017 11 SH SOLE 0 0 11 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2068 64 SH SOLE 0 0 64 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1053 15 SH SOLE 0 0 15 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1280 28 SH SOLE 0 0 28 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2387 55 SH SOLE 0 0 55 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8810 105 SH SOLE 0 0 105 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 3300 41 SH SOLE 0 0 41 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1665 33 SH SOLE 0 0 33 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1825 26 SH SOLE 0 0 26 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 772 11 SH SOLE 0 0 11 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1359 17 SH SOLE 0 0 17 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 37536 99 SH SOLE 0 0 99 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 6099 66 SH SOLE 0 0 66 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 10253 429 SH SOLE 0 0 429 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 20303 356 SH SOLE 0 0 356 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 3262 64 SH SOLE 0 0 64 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 598 25 SH SOLE 0 0 25 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 1369 24 SH SOLE 0 0 24 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 2275 6 SH SOLE 0 0 6 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 204 4 SH SOLE 0 0 4 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 370 4 SH SOLE 0 0 4 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3336 73 SH SOLE 0 0 73 ISHARES TRUST S & P EURO EUROPE ETF 464287861 8457 198 SH SOLE 0 0 198 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3530 39 SH SOLE 0 0 39 ISHARES TR MSCI INTL VLU FT MSCI INTL VLU FT 46435G409 5833 263 SH SOLE 0 0 263 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 2865 31 SH SOLE 0 0 31 INVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50 S&P 500 TOP 50 46137V233 23499 82 SH SOLE 0 0 82 GOLDMAN SACHS ETF TR MARKETBETA INTL MARKETBETA INTL 381430180 2376 53 SH SOLE 0 0 53 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 5105 158 SH SOLE 0 0 158 ISHARES RUSSELL 1000 INDEX FUND RUS 1000 ETF 464287622 2285 11 SH SOLE 0 0 11 ISHARES U.S. HEALTHCARE ETF US HLTHCARE ETF 464287762 2420 9 SH SOLE 0 0 9 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 22905 273 SH SOLE 0 0 273 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 8562 265 SH SOLE 0 0 265 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4187 83 SH SOLE 0 0 83 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 8690 96 SH SOLE 0 0 96 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 7952 174 SH SOLE 0 0 174 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 16969 391 SH SOLE 0 0 391 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4634 66 SH SOLE 0 0 66 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 49257 142 SH SOLE 0 0 142 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 49082 585 SH SOLE 0 0 585 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2183 19 SH SOLE 0 0 19 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 7651 130 SH SOLE 0 0 130 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 30371 940 SH SOLE 0 0 940 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 30686 339 SH SOLE 0 0 339 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1779 41 SH SOLE 0 0 41 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 491 7 SH SOLE 0 0 7 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 454 9 SH SOLE 0 0 9 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 823 18 SH SOLE 0 0 18 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 937 29 SH SOLE 0 0 29 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4856 14 SH SOLE 0 0 14 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5118 61 SH SOLE 0 0 61 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 696 17 SH SOLE 0 0 17 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6244 18 SH SOLE 0 0 18 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1005 22 SH SOLE 0 0 22 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6041 72 SH SOLE 0 0 72 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1539 17 SH SOLE 0 0 17 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1454 45 SH SOLE 0 0 45 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 208 3 SH SOLE 0 0 3 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 702 10 SH SOLE 0 0 10 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 706 14 SH SOLE 0 0 14 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1953 45 SH SOLE 0 0 45 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 4250 37 SH SOLE 0 0 37 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 4092 59 SH SOLE 0 0 59 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 12610 250 SH SOLE 0 0 250 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 8495 121 SH SOLE 0 0 121 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 100942 291 SH SOLE 0 0 291 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 16927 187 SH SOLE 0 0 187 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 16550 207 SH SOLE 0 0 207 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 4094 100 SH SOLE 0 0 100 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 92877 1107 SH SOLE 0 0 1107 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1454 45 SH SOLE 0 0 45 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8642 103 SH SOLE 0 0 103 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 1734 5 SH SOLE 0 0 5 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 724 8 SH SOLE 0 0 8 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 694 16 SH SOLE 0 0 16 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 1678 20 SH SOLE 0 0 20 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 366 8 SH SOLE 0 0 8 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 17881 412 SH SOLE 0 0 412 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 14960 463 SH SOLE 0 0 463 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 73192 211 SH SOLE 0 0 211 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 7768 154 SH SOLE 0 0 154 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 10410 115 SH SOLE 0 0 115 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 8636 123 SH SOLE 0 0 123 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 9688 212 SH SOLE 0 0 212 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 69805 832 SH SOLE 0 0 832 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1493 13 SH SOLE 0 0 13 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 6170 135 SH SOLE 0 0 135 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 10947 136 SH SOLE 0 0 136 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 12081 242 SH SOLE 0 0 242 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3228 64 SH SOLE 0 0 64 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 36076 104 SH SOLE 0 0 104 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 36497 435 SH SOLE 0 0 435 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 4805 52 SH SOLE 0 0 52 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 12282 283 SH SOLE 0 0 283 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 3101 76 SH SOLE 0 0 76 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3300 47 SH SOLE 0 0 47 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 6462 200 SH SOLE 0 0 200 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6336 70 SH SOLE 0 0 70 ISHARES CORE AGGRESSIVE ALLOCATION ETF AGGRES ALLOC ETF 464289859 1078 18 SH SOLE 0 0 18 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1105 27 SH SOLE 0 0 27 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2354 26 SH SOLE 0 0 26 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2779 86 SH SOLE 0 0 86 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 11662 139 SH SOLE 0 0 139 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2011 44 SH SOLE 0 0 44 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 37755 450 SH SOLE 0 0 450 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3833 76 SH SOLE 0 0 76 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1378 12 SH SOLE 0 0 12 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3932 56 SH SOLE 0 0 56 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 10742 341 SH SOLE 0 0 341 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 5593 134 SH SOLE 0 0 134 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 16361 195 SH SOLE 0 0 195 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 16100 539 SH SOLE 0 0 539 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 6365 197 SH SOLE 0 0 197 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 9387 180 SH SOLE 0 0 180 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 19773 275 SH SOLE 0 0 275 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 7782 124 SH SOLE 0 0 124 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 1312 23 SH SOLE 0 0 23 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 765 32 SH SOLE 0 0 32 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 462 5 SH SOLE 0 0 5 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 3033 8 SH SOLE 0 0 8 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 255 5 SH SOLE 0 0 5 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1359 17 SH SOLE 0 0 17 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6244 18 SH SOLE 0 0 18 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1086 12 SH SOLE 0 0 12 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5705 68 SH SOLE 0 0 68 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 5548 53 SH SOLE 0 0 53 ISHARES TRUST FALLEN ANGELS USD BD ETF FALN ANGLS USD 46435G474 812 33 SH SOLE 0 0 33 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 8736 175 SH SOLE 0 0 175 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1109 12 SH SOLE 0 0 12 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 409 10 SH SOLE 0 0 10 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1953 17 SH SOLE 0 0 17 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 694 10 SH SOLE 0 0 10 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 55122 657 SH SOLE 0 0 657 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6103 121 SH SOLE 0 0 121 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 7423 82 SH SOLE 0 0 82 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 6600 94 SH SOLE 0 0 94 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 57235 165 SH SOLE 0 0 165 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 10060 29 SH SOLE 0 0 29 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1519 19 SH SOLE 0 0 19 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1267 14 SH SOLE 0 0 14 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1017 11 SH SOLE 0 0 11 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1123 16 SH SOLE 0 0 16 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 9649 115 SH SOLE 0 0 115 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 1219 51 SH SOLE 0 0 51 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 765 15 SH SOLE 0 0 15 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 185 2 SH SOLE 0 0 2 ISHARES TR MBS ETF MBS ETF 464288588 682 7 SH SOLE 0 0 7 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 1141 20 SH SOLE 0 0 20 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 2275 6 SH SOLE 0 0 6 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 50760 605 SH SOLE 0 0 605 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 4012 98 SH SOLE 0 0 98 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3101 27 SH SOLE 0 0 27 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 7021 100 SH SOLE 0 0 100 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6204 123 SH SOLE 0 0 123 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 8774 192 SH SOLE 0 0 192 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 3052 44 SH SOLE 0 0 44 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 9776 108 SH SOLE 0 0 108 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 57929 167 SH SOLE 0 0 167 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 16318 376 SH SOLE 0 0 376 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 12569 389 SH SOLE 0 0 389 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 714 14 SH SOLE 0 0 14 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 1171 49 SH SOLE 0 0 49 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 370 4 SH SOLE 0 0 4 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 2275 6 SH SOLE 0 0 6 ISHARES TR MBS ETF MBS ETF 464288588 390 4 SH SOLE 0 0 4 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 1027 18 SH SOLE 0 0 18 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 10048 111 SH SOLE 0 0 111 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6103 121 SH SOLE 0 0 121 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 6459 92 SH SOLE 0 0 92 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 12232 153 SH SOLE 0 0 153 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 63826 184 SH SOLE 0 0 184 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2354 26 SH SOLE 0 0 26 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2412 21 SH SOLE 0 0 21 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1571 17 SH SOLE 0 0 17 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2376 52 SH SOLE 0 0 52 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3296 102 SH SOLE 0 0 102 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 868 20 SH SOLE 0 0 20 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 388 12 SH SOLE 0 0 12 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 366 8 SH SOLE 0 0 8 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2081 6 SH SOLE 0 0 6 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2181 26 SH SOLE 0 0 26 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1325 41 SH SOLE 0 0 41 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 772 11 SH SOLE 0 0 11 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1606 37 SH SOLE 0 0 37 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 868 19 SH SOLE 0 0 19 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6125 73 SH SOLE 0 0 73 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 706 14 SH SOLE 0 0 14 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6591 19 SH SOLE 0 0 19 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 8004 114 SH SOLE 0 0 114 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 28904 666 SH SOLE 0 0 666 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 83945 242 SH SOLE 0 0 242 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 83564 996 SH SOLE 0 0 996 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 14572 451 SH SOLE 0 0 451 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 14664 162 SH SOLE 0 0 162 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 7213 143 SH SOLE 0 0 143 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3561 31 SH SOLE 0 0 31 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 13527 296 SH SOLE 0 0 296 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 694 2 SH SOLE 0 0 2 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4027 48 SH SOLE 0 0 48 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4493 64 SH SOLE 0 0 64 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 7851 243 SH SOLE 0 0 243 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 5118 112 SH SOLE 0 0 112 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 9374 216 SH SOLE 0 0 216 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5431 60 SH SOLE 0 0 60 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4187 83 SH SOLE 0 0 83 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 38504 111 SH SOLE 0 0 111 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 72993 870 SH SOLE 0 0 870 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 75967 219 SH SOLE 0 0 219 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 8070 160 SH SOLE 0 0 160 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 9867 109 SH SOLE 0 0 109 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 8776 125 SH SOLE 0 0 125 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 11113 139 SH SOLE 0 0 139 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 605 12 SH SOLE 0 0 12 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 823 18 SH SOLE 0 0 18 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1228 38 SH SOLE 0 0 38 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 632 9 SH SOLE 0 0 9 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5705 68 SH SOLE 0 0 68 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5550 16 SH SOLE 0 0 16 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1389 32 SH SOLE 0 0 32 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4774 68 SH SOLE 0 0 68 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1149 10 SH SOLE 0 0 10 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1967 39 SH SOLE 0 0 39 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 49604 143 SH SOLE 0 0 143 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 22234 265 SH SOLE 0 0 265 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3983 44 SH SOLE 0 0 44 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 7855 181 SH SOLE 0 0 181 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3885 85 SH SOLE 0 0 85 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 8530 264 SH SOLE 0 0 264 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 10907 130 SH SOLE 0 0 130 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3646 84 SH SOLE 0 0 84 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1463 29 SH SOLE 0 0 29 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 919 8 SH SOLE 0 0 8 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3360 104 SH SOLE 0 0 104 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 19772 57 SH SOLE 0 0 57 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 19884 237 SH SOLE 0 0 237 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3245 71 SH SOLE 0 0 71 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3621 40 SH SOLE 0 0 40 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6944 160 SH SOLE 0 0 160 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 328 8 SH SOLE 0 0 8 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1177 13 SH SOLE 0 0 13 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1199 15 SH SOLE 0 0 15 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6628 79 SH SOLE 0 0 79 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 347 5 SH SOLE 0 0 5 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7284 21 SH SOLE 0 0 21 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 908 18 SH SOLE 0 0 18 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 632 9 SH SOLE 0 0 9 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 40372 446 SH SOLE 0 0 446 ISHARES TR ESG MSCI LEADR ESG MSCI LEADR 46435U218 279104 4204 SH SOLE 0 0 4204 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 103349 1284 SH SOLE 0 0 1284 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 44431 1089 SH SOLE 0 0 1089 ISHARES RUSSELL 1000 INDEX FUND RUS 1000 ETF 464287622 30541 147 SH SOLE 0 0 147 ISHARES TR S&P SMALL CAP 600 GROWTH ETF S&P SML 600 GWT 464287887 30437 289 SH SOLE 0 0 289 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 70048 1614 SH SOLE 0 0 1614 INVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50 S&P 500 TOP 50 46137V233 288576 1007 SH SOLE 0 0 1007 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 61874 1915 SH SOLE 0 0 1915 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 40810 893 SH SOLE 0 0 893 ISHARES U.S. HEALTHCARE ETF US HLTHCARE ETF 464287762 32270 120 SH SOLE 0 0 120 INVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50 S&P 500 TOP 50 46137V233 573 2 SH SOLE 0 0 2 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 28444 82 SH SOLE 0 0 82 VANGUARD ENERGY INDEX FUND ENERGY ETF 92204A306 1890 19 SH SOLE 0 0 19 ISHARES TR EXPND TEC SC ETF EXPND TEC SC ETF 464287549 5299 18 SH SOLE 0 0 18 ISHARES U.S. HEALTHCARE ETF US HLTHCARE ETF 464287762 3765 14 SH SOLE 0 0 14 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 7785 86 SH SOLE 0 0 86 ISHARES RUSSELL 1000 INDEX FUND RUS 1000 ETF 464287622 3324 16 SH SOLE 0 0 16 BLACKROCK CORE BOND TRUST SHS BEN INT 09249E101 3181 281 SH SOLE 0 0 281 BLACKROCK CR ALLOCATION INCOME COM COM 092508100 3060 281 SH SOLE 0 0 281 ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF IBOXX INV CP ETF 464287242 5942 54 SH SOLE 0 0 54 VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF FTSE EMR MKT ETF 922042858 3332 80 SH SOLE 0 0 80 INVESCO SENIOR INCOME TRUST COM STK USD0.01 COM 46131H107 3353 862 SH SOLE 0 0 862 FIRST TR EXCHANGE-TRADED FD IV NO AMER ENERGY NO AMER ENERGY 33738D101 9189 357 SH SOLE 0 0 357 WESTERN ASSET HIGH INCOME OPPO COM COM 95766K109 3081 778 SH SOLE 0 0 778 SPDR SER TR PORTFLI INTRMDIT PORTFLI INTRMDIT 78464A672 7868 267 SH SOLE 0 0 267 VOYA GLBL EQTY DVD &PRM OPP COM 92912T100 3432 624 SH SOLE 0 0 624 ISHARES S&P MIDCAP 400 INDEX FUND CORE S&P MCP ETF 464287507 2715 12 SH SOLE 0 0 12 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 25024 66 SH SOLE 0 0 66 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1386 15 SH SOLE 0 0 15 VANGUARD REAL ESTATE ETF REAL ESTATE ETF 922908553 5011 55 SH SOLE 0 0 55 VANECK ETF TR FALLEN ANGEL HIGH YLD BD EFT FALLEN ANGEL HG 92189F437 1459 54 SH SOLE 0 0 54 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 517 16 SH SOLE 0 0 16 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1042 24 SH SOLE 0 0 24 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 211 3 SH SOLE 0 0 3 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2775 8 SH SOLE 0 0 8 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 543 6 SH SOLE 0 0 6 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 457 10 SH SOLE 0 0 10 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3188 38 SH SOLE 0 0 38 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1966 28 SH SOLE 0 0 28 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 15956 46 SH SOLE 0 0 46 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4427 102 SH SOLE 0 0 102 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2757 24 SH SOLE 0 0 24 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2716 30 SH SOLE 0 0 30 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 10883 218 SH SOLE 0 0 218 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1754 43 SH SOLE 0 0 43 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 4346 54 SH SOLE 0 0 54 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1756 19 SH SOLE 0 0 19 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2514 55 SH SOLE 0 0 55 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 14347 171 SH SOLE 0 0 171 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1371 30 SH SOLE 0 0 30 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7978 23 SH SOLE 0 0 23 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 706 14 SH SOLE 0 0 14 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 491 7 SH SOLE 0 0 7 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 2696 54 SH SOLE 0 0 54 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 734 18 SH SOLE 0 0 18 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1991 22 SH SOLE 0 0 22 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1663 18 SH SOLE 0 0 18 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 689 6 SH SOLE 0 0 6 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 2978 37 SH SOLE 0 0 37 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3212 74 SH SOLE 0 0 74 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 69 1 SH SOLE 0 0 1 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 543 6 SH SOLE 0 0 6 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3020 36 SH SOLE 0 0 36 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 404 8 SH SOLE 0 0 8 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 560 7 SH SOLE 0 0 7 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3469 10 SH SOLE 0 0 10 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 123 3 SH SOLE 0 0 3 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 281 4 SH SOLE 0 0 4 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1513 30 SH SOLE 0 0 30 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6250 144 SH SOLE 0 0 144 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3078 34 SH SOLE 0 0 34 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 17691 51 SH SOLE 0 0 51 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1615 23 SH SOLE 0 0 23 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 17451 208 SH SOLE 0 0 208 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3199 99 SH SOLE 0 0 99 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3016 66 SH SOLE 0 0 66 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 11067 255 SH SOLE 0 0 255 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 6032 132 SH SOLE 0 0 132 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6427 71 SH SOLE 0 0 71 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5336 76 SH SOLE 0 0 76 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4741 94 SH SOLE 0 0 94 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1545 22 SH SOLE 0 0 22 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 12835 37 SH SOLE 0 0 37 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3689 85 SH SOLE 0 0 85 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 624 9 SH SOLE 0 0 9 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1412 28 SH SOLE 0 0 28 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 44401 128 SH SOLE 0 0 128 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 8635 108 SH SOLE 0 0 108 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4493 64 SH SOLE 0 0 64 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 42957 512 SH SOLE 0 0 512 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6970 77 SH SOLE 0 0 77 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1493 13 SH SOLE 0 0 13 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4237 84 SH SOLE 0 0 84 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1211 24 SH SOLE 0 0 24 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 11998 143 SH SOLE 0 0 143 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1334 19 SH SOLE 0 0 19 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1991 22 SH SOLE 0 0 22 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 12488 36 SH SOLE 0 0 36 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2239 28 SH SOLE 0 0 28 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7284 21 SH SOLE 0 0 21 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 17199 190 SH SOLE 0 0 190 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 98861 285 SH SOLE 0 0 285 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 98247 1171 SH SOLE 0 0 1171 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 9408 134 SH SOLE 0 0 134 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 4250 37 SH SOLE 0 0 37 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 15904 348 SH SOLE 0 0 348 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 17092 529 SH SOLE 0 0 529 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 8423 167 SH SOLE 0 0 167 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 33982 783 SH SOLE 0 0 783 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6591 19 SH SOLE 0 0 19 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 656 13 SH SOLE 0 0 13 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 702 10 SH SOLE 0 0 10 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 8395 105 SH SOLE 0 0 105 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 11327 261 SH SOLE 0 0 261 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 45788 132 SH SOLE 0 0 132 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 44635 532 SH SOLE 0 0 532 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 6444 141 SH SOLE 0 0 141 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 4805 52 SH SOLE 0 0 52 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4994 99 SH SOLE 0 0 99 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 16420 204 SH SOLE 0 0 204 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5266 75 SH SOLE 0 0 75 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6608 73 SH SOLE 0 0 73 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 4855 119 SH SOLE 0 0 119 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 10242 317 SH SOLE 0 0 317 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 7725 178 SH SOLE 0 0 178 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3228 64 SH SOLE 0 0 64 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4707 52 SH SOLE 0 0 52 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 6462 200 SH SOLE 0 0 200 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 29449 351 SH SOLE 0 0 351 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 30179 87 SH SOLE 0 0 87 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4113 90 SH SOLE 0 0 90 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3511 50 SH SOLE 0 0 50 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 7934 113 SH SOLE 0 0 113 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 15350 192 SH SOLE 0 0 192 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 79089 228 SH SOLE 0 0 228 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 76517 912 SH SOLE 0 0 912 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 12311 136 SH SOLE 0 0 136 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 7566 150 SH SOLE 0 0 150 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2527 22 SH SOLE 0 0 22 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 49753 593 SH SOLE 0 0 593 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4774 68 SH SOLE 0 0 68 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 8135 178 SH SOLE 0 0 178 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 9176 284 SH SOLE 0 0 284 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 50298 145 SH SOLE 0 0 145 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 18098 417 SH SOLE 0 0 417 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 61750 736 SH SOLE 0 0 736 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2068 18 SH SOLE 0 0 18 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1629 18 SH SOLE 0 0 18 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 2721 26 SH SOLE 0 0 26 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1334 19 SH SOLE 0 0 19 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 10406 30 SH SOLE 0 0 30 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 450 11 SH SOLE 0 0 11 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1679 21 SH SOLE 0 0 21 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 832 9 SH SOLE 0 0 9 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 9397 112 SH SOLE 0 0 112 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1378 12 SH SOLE 0 0 12 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1362 27 SH SOLE 0 0 27 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 416 6 SH SOLE 0 0 6 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 5891 118 SH SOLE 0 0 118 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 486 7 SH SOLE 0 0 7 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2778 64 SH SOLE 0 0 64 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 9061 108 SH SOLE 0 0 108 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1110 22 SH SOLE 0 0 22 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1061 26 SH SOLE 0 0 26 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1194 17 SH SOLE 0 0 17 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1723 15 SH SOLE 0 0 15 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1600 35 SH SOLE 0 0 35 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 6739 135 SH SOLE 0 0 135 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 2737 34 SH SOLE 0 0 34 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2294 71 SH SOLE 0 0 71 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1720 19 SH SOLE 0 0 19 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 737 18 SH SOLE 0 0 18 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 9713 28 SH SOLE 0 0 28 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 3559 34 SH SOLE 0 0 34 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1017 11 SH SOLE 0 0 11 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 185 2 SH SOLE 0 0 2 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 480 6 SH SOLE 0 0 6 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3469 10 SH SOLE 0 0 10 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 404 8 SH SOLE 0 0 8 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4027 48 SH SOLE 0 0 48 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 404 8 SH SOLE 0 0 8 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 720 9 SH SOLE 0 0 9 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 140 2 SH SOLE 0 0 2 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3816 11 SH SOLE 0 0 11 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1177 13 SH SOLE 0 0 13 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 5676 71 SH SOLE 0 0 71 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3127 62 SH SOLE 0 0 62 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3370 48 SH SOLE 0 0 48 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 31913 92 SH SOLE 0 0 92 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5069 56 SH SOLE 0 0 56 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 30456 363 SH SOLE 0 0 363 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 919 8 SH SOLE 0 0 8 ISHARES TR RUS MD CP GR ETF RUS MD CP GR ETF 464287481 13705 173 SH SOLE 0 0 173 SPDR PORTFOLIO S&P 500 ETF PORTFOLIO S&P500 78464A854 40349 910 SH SOLE 0 0 910 ISHARES TR MSCI ACWI EX US MSCI ACWI EX US 464288240 36135 803 SH SOLE 0 0 803 ISHARES TR RUS 1000 GRW ETF RUS 1000 GRW ETF 464287614 36960 169 SH SOLE 0 0 169 ISHARES TR RUS MID CAP ETF RUS MID CAP ETF 464287499 16294 252 SH SOLE 0 0 252 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2778 64 SH SOLE 0 0 64 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 10404 124 SH SOLE 0 0 124 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2456 76 SH SOLE 0 0 76 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1629 18 SH SOLE 0 0 18 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1554 34 SH SOLE 0 0 34 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1194 17 SH SOLE 0 0 17 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1160 23 SH SOLE 0 0 23 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 10753 31 SH SOLE 0 0 31 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 2415 30 SH SOLE 0 0 30 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1629 18 SH SOLE 0 0 18 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 689 6 SH SOLE 0 0 6 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 12488 36 SH SOLE 0 0 36 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2811 87 SH SOLE 0 0 87 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1187 29 SH SOLE 0 0 29 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2535 28 SH SOLE 0 0 28 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1194 17 SH SOLE 0 0 17 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 347 5 SH SOLE 0 0 5 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2011 44 SH SOLE 0 0 44 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3651 113 SH SOLE 0 0 113 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1816 36 SH SOLE 0 0 36 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3473 76 SH SOLE 0 0 76 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1966 28 SH SOLE 0 0 28 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 21478 256 SH SOLE 0 0 256 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3892 43 SH SOLE 0 0 43 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 7508 173 SH SOLE 0 0 173 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1034 9 SH SOLE 0 0 9 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 21160 61 SH SOLE 0 0 61 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 548 12 SH SOLE 0 0 12 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 614 19 SH SOLE 0 0 19 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1086 12 SH SOLE 0 0 12 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1345 31 SH SOLE 0 0 31 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3608 43 SH SOLE 0 0 43 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3469 10 SH SOLE 0 0 10 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 303 6 SH SOLE 0 0 6 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3342 77 SH SOLE 0 0 77 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1991 22 SH SOLE 0 0 22 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1462 32 SH SOLE 0 0 32 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8726 104 SH SOLE 0 0 104 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1551 48 SH SOLE 0 0 48 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 491 7 SH SOLE 0 0 7 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 757 15 SH SOLE 0 0 15 ISHARES TR ESG MSCI LEADR ESG MSCI LEADR 46435U218 2523 38 SH SOLE 0 0 38 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 28946 345 SH SOLE 0 0 345 VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF INF TECH ETF 92204A702 2612 8 SH SOLE 0 0 8 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 15956 46 SH SOLE 0 0 46 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 16948 202 SH SOLE 0 0 202 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3440 38 SH SOLE 0 0 38 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2843 88 SH SOLE 0 0 88 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2696 59 SH SOLE 0 0 59 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6076 140 SH SOLE 0 0 140 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1404 20 SH SOLE 0 0 20 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1412 28 SH SOLE 0 0 28 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 408 8 SH SOLE 0 0 8 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 1195 50 SH SOLE 0 0 50 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 2623 46 SH SOLE 0 0 46 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 739 8 SH SOLE 0 0 8 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 4550 12 SH SOLE 0 0 12 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1034 9 SH SOLE 0 0 9 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 30872 89 SH SOLE 0 0 89 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 3974 43 SH SOLE 0 0 43 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3026 60 SH SOLE 0 0 60 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3983 44 SH SOLE 0 0 44 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3089 44 SH SOLE 0 0 44 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 5916 74 SH SOLE 0 0 74 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 9684 194 SH SOLE 0 0 194 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 30875 368 SH SOLE 0 0 368 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 22547 65 SH SOLE 0 0 65 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 21646 258 SH SOLE 0 0 258 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5555 128 SH SOLE 0 0 128 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2668 38 SH SOLE 0 0 38 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3168 35 SH SOLE 0 0 35 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4620 143 SH SOLE 0 0 143 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2472 49 SH SOLE 0 0 49 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3016 66 SH SOLE 0 0 66 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1816 36 SH SOLE 0 0 36 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3683 114 SH SOLE 0 0 114 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 832 12 SH SOLE 0 0 12 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 5652 54 SH SOLE 0 0 54 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1064 26 SH SOLE 0 0 26 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2349 28 SH SOLE 0 0 28 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 781 18 SH SOLE 0 0 18 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 614 19 SH SOLE 0 0 19 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 647 7 SH SOLE 0 0 7 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 885 11 SH SOLE 0 0 11 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 450 11 SH SOLE 0 0 11 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 303 6 SH SOLE 0 0 6 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 457 10 SH SOLE 0 0 10 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 326 8 SH SOLE 0 0 8 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 1047 10 SH SOLE 0 0 10 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 1897 38 SH SOLE 0 0 38 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2428 7 SH SOLE 0 0 7 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 504 10 SH SOLE 0 0 10 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 491 7 SH SOLE 0 0 7 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1099 34 SH SOLE 0 0 34 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5550 16 SH SOLE 0 0 16 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5873 70 SH SOLE 0 0 70 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1177 13 SH SOLE 0 0 13 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 960 21 SH SOLE 0 0 21 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2040 47 SH SOLE 0 0 47 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 11154 257 SH SOLE 0 0 257 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 34315 409 SH SOLE 0 0 409 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 5850 128 SH SOLE 0 0 128 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 2743 67 SH SOLE 0 0 67 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4634 66 SH SOLE 0 0 66 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2183 19 SH SOLE 0 0 19 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 43125 514 SH SOLE 0 0 514 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 9241 286 SH SOLE 0 0 286 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 45094 130 SH SOLE 0 0 130 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 202 4 SH SOLE 0 0 4 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2265 27 SH SOLE 0 0 27 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 211 3 SH SOLE 0 0 3 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 453 5 SH SOLE 0 0 5 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 411 9 SH SOLE 0 0 9 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 825 19 SH SOLE 0 0 19 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 420 13 SH SOLE 0 0 13 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2428 7 SH SOLE 0 0 7 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 11100 32 SH SOLE 0 0 32 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4036 93 SH SOLE 0 0 93 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1828 40 SH SOLE 0 0 40 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1939 60 SH SOLE 0 0 60 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 958 19 SH SOLE 0 0 19 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2172 24 SH SOLE 0 0 24 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 11494 137 SH SOLE 0 0 137 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1053 15 SH SOLE 0 0 15 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 14588 127 SH SOLE 0 0 127 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 30264 600 SH SOLE 0 0 600 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 15190 219 SH SOLE 0 0 219 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 18055 441 SH SOLE 0 0 441 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 45984 508 SH SOLE 0 0 508 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 30822 439 SH SOLE 0 0 439 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 74778 1723 SH SOLE 0 0 1723 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 264323 762 SH SOLE 0 0 762 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 61874 1915 SH SOLE 0 0 1915 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 233578 2784 SH SOLE 0 0 2784 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 44740 979 SH SOLE 0 0 979 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1539 17 SH SOLE 0 0 17 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1086 12 SH SOLE 0 0 12 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1279 16 SH SOLE 0 0 16 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6376 76 SH SOLE 0 0 76 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ROYAL CARIBBEAN GROUP COM USD0.01 COM V7780T103 3491 100 SH SOLE 0 0 100 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1691 37 SH SOLE 0 0 37 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1712 53 SH SOLE 0 0 53 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 908 18 SH SOLE 0 0 18 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 562 8 SH SOLE 0 0 8 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2082 23 SH SOLE 0 0 23 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3298 76 SH SOLE 0 0 76 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 9229 110 SH SOLE 0 0 110 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7978 23 SH SOLE 0 0 23 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2421 48 SH SOLE 0 0 48 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4798 53 SH SOLE 0 0 53 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 9157 211 SH SOLE 0 0 211 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4847 150 SH SOLE 0 0 150 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 27855 332 SH SOLE 0 0 332 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 8836 177 SH SOLE 0 0 177 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1034 9 SH SOLE 0 0 9 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2668 38 SH SOLE 0 0 38 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 2326 57 SH SOLE 0 0 57 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 27750 80 SH SOLE 0 0 80 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 7969 99 SH SOLE 0 0 99 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 3419 37 SH SOLE 0 0 37 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4661 102 SH SOLE 0 0 102 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 5197 65 SH SOLE 0 0 65 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4979 55 SH SOLE 0 0 55 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2825 56 SH SOLE 0 0 56 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3089 44 SH SOLE 0 0 44 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 919 8 SH SOLE 0 0 8 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 29138 84 SH SOLE 0 0 84 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2183 19 SH SOLE 0 0 19 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4287 85 SH SOLE 0 0 85 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 9052 100 SH SOLE 0 0 100 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 711 22 SH SOLE 0 0 22 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 911 21 SH SOLE 0 0 21 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 503 11 SH SOLE 0 0 11 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3469 10 SH SOLE 0 0 10 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 421 6 SH SOLE 0 0 6 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 246 6 SH SOLE 0 0 6 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 543 6 SH SOLE 0 0 6 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 208 3 SH SOLE 0 0 3 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2853 34 SH SOLE 0 0 34 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 353 7 SH SOLE 0 0 7 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 913 13 SH SOLE 0 0 13 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7978 23 SH SOLE 0 0 23 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7719 92 SH SOLE 0 0 92 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 832 9 SH SOLE 0 0 9 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 996 11 SH SOLE 0 0 11 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 857 17 SH SOLE 0 0 17 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1199 15 SH SOLE 0 0 15 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 63479 183 SH SOLE 0 0 183 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6557 130 SH SOLE 0 0 130 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 9834 123 SH SOLE 0 0 123 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 61583 734 SH SOLE 0 0 734 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 6951 99 SH SOLE 0 0 99 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 8418 93 SH SOLE 0 0 93 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 3413 58 SH SOLE 0 0 58 ISHARES TR S&P SMALL CAP 600 GROWTH ETF S&P SML 600 GWT 464287887 1369 13 SH SOLE 0 0 13 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6376 76 SH SOLE 0 0 76 ISHARES TRUST S & P EURO EUROPE ETF 464287861 726 17 SH SOLE 0 0 17 ISHARES TR ESG MSCI LEADR ESG MSCI LEADR 46435U218 7436 112 SH SOLE 0 0 112 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 245 6 SH SOLE 0 0 6 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 202 4 SH SOLE 0 0 4 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2014 24 SH SOLE 0 0 24 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 485 15 SH SOLE 0 0 15 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 805 10 SH SOLE 0 0 10 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2081 6 SH SOLE 0 0 6 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 320 7 SH SOLE 0 0 7 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 211 3 SH SOLE 0 0 3 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 521 12 SH SOLE 0 0 12 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 362 4 SH SOLE 0 0 4 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 37810 109 SH SOLE 0 0 109 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3682 73 SH SOLE 0 0 73 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 6796 85 SH SOLE 0 0 85 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 36161 431 SH SOLE 0 0 431 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4002 57 SH SOLE 0 0 57 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5974 66 SH SOLE 0 0 66 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1149 10 SH SOLE 0 0 10 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1417 31 SH SOLE 0 0 31 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2082 23 SH SOLE 0 0 23 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1971 61 SH SOLE 0 0 61 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 983 24 SH SOLE 0 0 24 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 208 3 SH SOLE 0 0 3 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 843 12 SH SOLE 0 0 12 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2691 62 SH SOLE 0 0 62 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8054 96 SH SOLE 0 0 96 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1009 20 SH SOLE 0 0 20 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 8672 25 SH SOLE 0 0 25 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4509 13 SH SOLE 0 0 13 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 140 2 SH SOLE 0 0 2 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 404 8 SH SOLE 0 0 8 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 840 26 SH SOLE 0 0 26 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1910 44 SH SOLE 0 0 44 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1358 15 SH SOLE 0 0 15 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2474 57 SH SOLE 0 0 57 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1051 23 SH SOLE 0 0 23 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1386 15 SH SOLE 0 0 15 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 2147 43 SH SOLE 0 0 43 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 555 11 SH SOLE 0 0 11 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6712 80 SH SOLE 0 0 80 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6244 18 SH SOLE 0 0 18 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1131 35 SH SOLE 0 0 35 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 571 14 SH SOLE 0 0 14 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 2835 90 SH SOLE 0 0 90 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 1419 34 SH SOLE 0 0 34 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 2451 47 SH SOLE 0 0 47 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 2259 36 SH SOLE 0 0 36 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1712 53 SH SOLE 0 0 53 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4531 54 SH SOLE 0 0 54 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 13637 310 SH SOLE 0 0 310 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 4331 145 SH SOLE 0 0 145 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 5536 77 SH SOLE 0 0 77 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 2639 114 SH SOLE 0 0 114 ISHARES INC CORE MSCI EMERGING MKTS ETF CORE MSCI EMKT 46434G103 736 15 SH SOLE 0 0 15 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 4550 12 SH SOLE 0 0 12 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 554 6 SH SOLE 0 0 6 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 1648 28 SH SOLE 0 0 28 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1941 21 SH SOLE 0 0 21 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2036 29 SH SOLE 0 0 29 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 19213 229 SH SOLE 0 0 229 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2444 27 SH SOLE 0 0 27 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2958 37 SH SOLE 0 0 37 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1967 39 SH SOLE 0 0 39 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 18732 54 SH SOLE 0 0 54 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 757 15 SH SOLE 0 0 15 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1422 44 SH SOLE 0 0 44 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 8672 25 SH SOLE 0 0 25 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 4480 39 SH SOLE 0 0 39 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 18376 203 SH SOLE 0 0 203 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 99925 1191 SH SOLE 0 0 1191 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 5281 129 SH SOLE 0 0 129 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 109267 315 SH SOLE 0 0 315 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 9619 137 SH SOLE 0 0 137 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 4439 64 SH SOLE 0 0 64 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 17829 223 SH SOLE 0 0 223 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 13417 266 SH SOLE 0 0 266 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 114775 1368 SH SOLE 0 0 1368 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 14845 164 SH SOLE 0 0 164 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 12708 181 SH SOLE 0 0 181 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 12156 241 SH SOLE 0 0 241 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 18548 232 SH SOLE 0 0 232 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 12198 132 SH SOLE 0 0 132 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 117245 338 SH SOLE 0 0 338 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4856 14 SH SOLE 0 0 14 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 421 6 SH SOLE 0 0 6 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4698 56 SH SOLE 0 0 56 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 404 8 SH SOLE 0 0 8 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1606 37 SH SOLE 0 0 37 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 777 17 SH SOLE 0 0 17 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 775 24 SH SOLE 0 0 24 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 11177 273 SH SOLE 0 0 273 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 189743 547 SH SOLE 0 0 547 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 7007 61 SH SOLE 0 0 61 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 24060 477 SH SOLE 0 0 477 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 31229 345 SH SOLE 0 0 345 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 172079 2051 SH SOLE 0 0 2051 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 29262 366 SH SOLE 0 0 366 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 825 19 SH SOLE 0 0 19 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 303 6 SH SOLE 0 0 6 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 411 9 SH SOLE 0 0 9 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 582 18 SH SOLE 0 0 18 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 450 11 SH SOLE 0 0 11 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2349 28 SH SOLE 0 0 28 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2775 8 SH SOLE 0 0 8 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 3873 37 SH SOLE 0 0 37 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF BBG CONV SEC ETF 78464A359 581 9 SH SOLE 0 0 9 ISHARES RUSSELL 1000 INDEX FUND RUS 1000 ETF 464287622 1039 5 SH SOLE 0 0 5 ISHARES U.S. HEALTHCARE ETF US HLTHCARE ETF 464287762 807 3 SH SOLE 0 0 3 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 10236 122 SH SOLE 0 0 122 GOLDMAN SACHS ETF TR MARKETBETA INTL MARKETBETA INTL 381430180 1211 27 SH SOLE 0 0 27 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2082 23 SH SOLE 0 0 23 ISHARES TRUST S & P EURO EUROPE ETF 464287861 3246 76 SH SOLE 0 0 76 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 7288 146 SH SOLE 0 0 146 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1874 41 SH SOLE 0 0 41 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2649 82 SH SOLE 0 0 82 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 1517 4 SH SOLE 0 0 4 INVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50 S&P 500 TOP 50 46137V233 12036 42 SH SOLE 0 0 42 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1953 17 SH SOLE 0 0 17 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 696 17 SH SOLE 0 0 17 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1109 12 SH SOLE 0 0 12 ISHARES TR MSCI INTL VLU FT MSCI INTL VLU FT 46435G409 3194 144 SH SOLE 0 0 144 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2081 6 SH SOLE 0 0 6 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 1762 21 SH SOLE 0 0 21 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 634 7 SH SOLE 0 0 7 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 320 7 SH SOLE 0 0 7 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 328 8 SH SOLE 0 0 8 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 8433 261 SH SOLE 0 0 261 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 38504 111 SH SOLE 0 0 111 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 2011 29 SH SOLE 0 0 29 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4187 83 SH SOLE 0 0 83 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6698 74 SH SOLE 0 0 74 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 12141 35 SH SOLE 0 0 35 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1261 25 SH SOLE 0 0 25 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2714 84 SH SOLE 0 0 84 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 4346 54 SH SOLE 0 0 54 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1201 13 SH SOLE 0 0 13 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 12082 144 SH SOLE 0 0 144 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1737 38 SH SOLE 0 0 38 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1474 21 SH SOLE 0 0 21 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3125 72 SH SOLE 0 0 72 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1306 32 SH SOLE 0 0 32 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1810 20 SH SOLE 0 0 20 ISHARES CORE AGGRESSIVE ALLOCATION ETF AGGRES ALLOC ETF 464289859 4851 81 SH SOLE 0 0 81 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 113777 328 SH SOLE 0 0 328 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 5399 47 SH SOLE 0 0 47 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 7820 191 SH SOLE 0 0 191 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 12307 244 SH SOLE 0 0 244 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 13831 197 SH SOLE 0 0 197 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 32073 739 SH SOLE 0 0 739 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 17732 388 SH SOLE 0 0 388 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 19100 211 SH SOLE 0 0 211 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 99841 1190 SH SOLE 0 0 1190 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 6034 87 SH SOLE 0 0 87 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 24976 773 SH SOLE 0 0 773 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 303 6 SH SOLE 0 0 6 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2685 32 SH SOLE 0 0 32 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3122 9 SH SOLE 0 0 9 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 996 11 SH SOLE 0 0 11 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 679 21 SH SOLE 0 0 21 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 911 21 SH SOLE 0 0 21 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1519 19 SH SOLE 0 0 19 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8726 104 SH SOLE 0 0 104 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 573 14 SH SOLE 0 0 14 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1211 24 SH SOLE 0 0 24 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 416 6 SH SOLE 0 0 6 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 913 13 SH SOLE 0 0 13 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 9713 28 SH SOLE 0 0 28 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 772 11 SH SOLE 0 0 11 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 2495 31 SH SOLE 0 0 31 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1017 11 SH SOLE 0 0 11 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 694 17 SH SOLE 0 0 17 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 2646 53 SH SOLE 0 0 53 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2691 62 SH SOLE 0 0 62 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 757 15 SH SOLE 0 0 15 INVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50 S&P 500 TOP 50 46137V233 22639 79 SH SOLE 0 0 79 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1358 15 SH SOLE 0 0 15 ISHARES TR ESG MSCI LEADR ESG MSCI LEADR 46435U218 25162 379 SH SOLE 0 0 379 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1371 30 SH SOLE 0 0 30 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1454 45 SH SOLE 0 0 45 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7978 23 SH SOLE 0 0 23 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8138 97 SH SOLE 0 0 97 ISHARES CORE GROWTH ALLOCATION ETF GRWT ALLOCAT ETF 464289867 2640 55 SH SOLE 0 0 55 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 70 1 SH SOLE 0 0 1 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 554 6 SH SOLE 0 0 6 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 996 11 SH SOLE 0 0 11 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 303 6 SH SOLE 0 0 6 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 560 7 SH SOLE 0 0 7 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3188 38 SH SOLE 0 0 38 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 28190 336 SH SOLE 0 0 336 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1039 13 SH SOLE 0 0 13 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 843 12 SH SOLE 0 0 12 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 757 15 SH SOLE 0 0 15 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 996 11 SH SOLE 0 0 11 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7284 21 SH SOLE 0 0 21 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6880 82 SH SOLE 0 0 82 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 34651 413 SH SOLE 0 0 413 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4435 49 SH SOLE 0 0 49 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 4343 47 SH SOLE 0 0 47 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 6556 82 SH SOLE 0 0 82 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3329 66 SH SOLE 0 0 66 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 34341 99 SH SOLE 0 0 99 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 10833 217 SH SOLE 0 0 217 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1034 9 SH SOLE 0 0 9 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3651 52 SH SOLE 0 0 52 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 20441 471 SH SOLE 0 0 471 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 57304 683 SH SOLE 0 0 683 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2527 22 SH SOLE 0 0 22 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 10319 114 SH SOLE 0 0 114 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 9140 200 SH SOLE 0 0 200 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 57582 166 SH SOLE 0 0 166 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5406 77 SH SOLE 0 0 77 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5044 100 SH SOLE 0 0 100 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 9919 307 SH SOLE 0 0 307 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 632 9 SH SOLE 0 0 9 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 800 10 SH SOLE 0 0 10 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5118 61 SH SOLE 0 0 61 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 605 12 SH SOLE 0 0 12 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5203 15 SH SOLE 0 0 15 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4163 12 SH SOLE 0 0 12 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 449 11 SH SOLE 0 0 11 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1042 24 SH SOLE 0 0 24 ISHARES RUSSELL 1000 INDEX FUND RUS 1000 ETF 464287622 1039 5 SH SOLE 0 0 5 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6591 19 SH SOLE 0 0 19 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2262 70 SH SOLE 0 0 70 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4687 108 SH SOLE 0 0 108 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 457 10 SH SOLE 0 0 10 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1211 24 SH SOLE 0 0 24 ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 550 4 SH SOLE 0 0 4 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2079 26 SH SOLE 0 0 26 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1714 42 SH SOLE 0 0 42 INVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50 S&P 500 TOP 50 46137V233 7164 25 SH SOLE 0 0 25 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1720 19 SH SOLE 0 0 19 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 4243 85 SH SOLE 0 0 85 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 6600 94 SH SOLE 0 0 94 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6154 122 SH SOLE 0 0 122 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 15857 197 SH SOLE 0 0 197 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 3191 46 SH SOLE 0 0 46 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 6242 153 SH SOLE 0 0 153 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 37640 754 SH SOLE 0 0 754 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 9595 106 SH SOLE 0 0 106 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 6561 71 SH SOLE 0 0 71 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 3316 81 SH SOLE 0 0 81 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 52018 620 SH SOLE 0 0 620 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 20515 196 SH SOLE 0 0 196 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 13150 407 SH SOLE 0 0 407 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 15147 349 SH SOLE 0 0 349 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 9994 87 SH SOLE 0 0 87 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 58623 169 SH SOLE 0 0 169 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 9643 211 SH SOLE 0 0 211 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2371 47 SH SOLE 0 0 47 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 689 6 SH SOLE 0 0 6 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1685 24 SH SOLE 0 0 24 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 763 11 SH SOLE 0 0 11 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 823 18 SH SOLE 0 0 18 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5034 60 SH SOLE 0 0 60 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 18465 263 SH SOLE 0 0 263 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 182986 2181 SH SOLE 0 0 2181 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 6088 53 SH SOLE 0 0 53 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 17150 340 SH SOLE 0 0 340 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 24119 261 SH SOLE 0 0 261 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 56010 1122 SH SOLE 0 0 1122 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 23354 258 SH SOLE 0 0 258 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 35578 445 SH SOLE 0 0 445 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 183153 528 SH SOLE 0 0 528 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6597 152 SH SOLE 0 0 152 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 16224 325 SH SOLE 0 0 325 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 21478 256 SH SOLE 0 0 256 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 5460 169 SH SOLE 0 0 169 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 8583 82 SH SOLE 0 0 82 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2879 41 SH SOLE 0 0 41 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4164 46 SH SOLE 0 0 46 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 23935 69 SH SOLE 0 0 69 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 4020 35 SH SOLE 0 0 35 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 2587 28 SH SOLE 0 0 28 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1515 37 SH SOLE 0 0 37 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2673 53 SH SOLE 0 0 53 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 6520 81 SH SOLE 0 0 81 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1248 18 SH SOLE 0 0 18 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3839 84 SH SOLE 0 0 84 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 2570 63 SH SOLE 0 0 63 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 958 19 SH SOLE 0 0 19 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 778 19 SH SOLE 0 0 19 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1325 29 SH SOLE 0 0 29 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1906 59 SH SOLE 0 0 59 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1629 18 SH SOLE 0 0 18 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 914 20 SH SOLE 0 0 20 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6712 80 SH SOLE 0 0 80 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1693 39 SH SOLE 0 0 39 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6938 20 SH SOLE 0 0 20 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 843 12 SH SOLE 0 0 12 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 996 11 SH SOLE 0 0 11 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1422 44 SH SOLE 0 0 44 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2172 24 SH SOLE 0 0 24 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 632 9 SH SOLE 0 0 9 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 958 19 SH SOLE 0 0 19 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8977 107 SH SOLE 0 0 107 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 8325 24 SH SOLE 0 0 24 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1325 29 SH SOLE 0 0 29 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3038 70 SH SOLE 0 0 70 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 996 11 SH SOLE 0 0 11 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1519 47 SH SOLE 0 0 47 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7284 21 SH SOLE 0 0 21 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 807 16 SH SOLE 0 0 16 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 843 12 SH SOLE 0 0 12 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7215 86 SH SOLE 0 0 86 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 960 21 SH SOLE 0 0 21 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1779 41 SH SOLE 0 0 41 ISHARES TR S&P SMALL CAP 600 GROWTH ETF S&P SML 600 GWT 464287887 271410 2577 SH SOLE 0 0 2577 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 411343 5145 SH SOLE 0 0 5145 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2116545 25227 SH SOLE 0 0 25227 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 209577 2985 SH SOLE 0 0 2985 ISHARES U.S. HEALTHCARE ETF US HLTHCARE ETF 464287762 215136 800 SH SOLE 0 0 800 INVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50 S&P 500 TOP 50 46137V233 2132081 7440 SH SOLE 0 0 7440 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 620306 12426 SH SOLE 0 0 12426 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 70875 617 SH SOLE 0 0 617 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 269388 2976 SH SOLE 0 0 2976 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 122 3 SH SOLE 0 0 3 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 7768 112 SH SOLE 0 0 112 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 17342 247 SH SOLE 0 0 247 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 2147 43 SH SOLE 0 0 43 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 450 11 SH SOLE 0 0 11 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 1046 13 SH SOLE 0 0 13 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 353 7 SH SOLE 0 0 7 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 457 10 SH SOLE 0 0 10 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 367 9 SH SOLE 0 0 9 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2517 30 SH SOLE 0 0 30 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 1151 11 SH SOLE 0 0 11 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 911 21 SH SOLE 0 0 21 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3122 9 SH SOLE 0 0 9 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 739 8 SH SOLE 0 0 8 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 679 21 SH SOLE 0 0 21 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 140 2 SH SOLE 0 0 2 SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS TECHNOLOGY 81369Y803 12204 96 SH SOLE 0 0 96 SELECT SECTOR SPDR TR FINANCIAL FINANCIAL 81369Y605 12045 383 SH SOLE 0 0 383 VANGUARD REAL ESTATE ETF REAL ESTATE ETF 922908553 8929 98 SH SOLE 0 0 98 ISHARES S&P MIDCAP 400 INDEX FUND CORE S&P MCP ETF 464287507 9728 43 SH SOLE 0 0 43 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 45498 120 SH SOLE 0 0 120 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 24246 412 SH SOLE 0 0 412 VANGUARD BD INDEX FDS TOTAL BND MRKT TOTAL BND MRKT 921937835 27771 369 SH SOLE 0 0 369 VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF FTSE EMR MKT ETF 922042858 11204 269 SH SOLE 0 0 269 HEALTH CARE SELECT SECTOR SPDR SBI HEALTHCARE 81369Y209 14106 110 SH SOLE 0 0 110 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 4898 53 SH SOLE 0 0 53 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1896 27 SH SOLE 0 0 27 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2263 25 SH SOLE 0 0 25 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 16696 199 SH SOLE 0 0 199 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1816 36 SH SOLE 0 0 36 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2638 33 SH SOLE 0 0 33 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 17344 50 SH SOLE 0 0 50 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 651 15 SH SOLE 0 0 15 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 485 15 SH SOLE 0 0 15 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 24751 295 SH SOLE 0 0 295 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 25322 73 SH SOLE 0 0 73 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3259 36 SH SOLE 0 0 36 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 3998 50 SH SOLE 0 0 50 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2738 39 SH SOLE 0 0 39 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2774 55 SH SOLE 0 0 55 NETFLIX INC COM 64110L106 17487 100 SH SOLE 0 0 100 COCA-COLA CO COM 191216100 8131 129 SH SOLE 0 0 129 MICROSOFT CORP COM 594918104 29630 115 SH SOLE 0 0 115 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 679 21 SH SOLE 0 0 21 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2937 35 SH SOLE 0 0 35 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3469 10 SH SOLE 0 0 10 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 353 7 SH SOLE 0 0 7 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 457 10 SH SOLE 0 0 10 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 453 5 SH SOLE 0 0 5 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 421 6 SH SOLE 0 0 6 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 825 19 SH SOLE 0 0 19 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 16650 48 SH SOLE 0 0 48 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1412 28 SH SOLE 0 0 28 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 16780 200 SH SOLE 0 0 200 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2696 59 SH SOLE 0 0 59 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5859 135 SH SOLE 0 0 135 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1545 22 SH SOLE 0 0 22 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2843 88 SH SOLE 0 0 88 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3078 34 SH SOLE 0 0 34 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 25590 305 SH SOLE 0 0 305 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4979 55 SH SOLE 0 0 55 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3440 49 SH SOLE 0 0 49 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1608 14 SH SOLE 0 0 14 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 8333 192 SH SOLE 0 0 192 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 6365 197 SH SOLE 0 0 197 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 491 12 SH SOLE 0 0 12 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 457 10 SH SOLE 0 0 10 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 139 2 SH SOLE 0 0 2 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 246 6 SH SOLE 0 0 6 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 453 5 SH SOLE 0 0 5 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2685 32 SH SOLE 0 0 32 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 646 20 SH SOLE 0 0 20 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 353 7 SH SOLE 0 0 7 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 457 10 SH SOLE 0 0 10 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 825 19 SH SOLE 0 0 19 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3122 9 SH SOLE 0 0 9 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 491 7 SH SOLE 0 0 7 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 208 3 SH SOLE 0 0 3 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 656 13 SH SOLE 0 0 13 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 328 8 SH SOLE 0 0 8 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 800 10 SH SOLE 0 0 10 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4782 57 SH SOLE 0 0 57 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5203 15 SH SOLE 0 0 15 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8810 105 SH SOLE 0 0 105 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 562 8 SH SOLE 0 0 8 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2082 23 SH SOLE 0 0 23 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 757 15 SH SOLE 0 0 15 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1486 46 SH SOLE 0 0 46 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1417 31 SH SOLE 0 0 31 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 8325 24 SH SOLE 0 0 24 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3342 77 SH SOLE 0 0 77 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1215 28 SH SOLE 0 0 28 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 849 17 SH SOLE 0 0 17 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3469 10 SH SOLE 0 0 10 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2682 83 SH SOLE 0 0 83 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1737 38 SH SOLE 0 0 38 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 13181 38 SH SOLE 0 0 38 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1810 20 SH SOLE 0 0 20 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 12501 149 SH SOLE 0 0 149 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1545 22 SH SOLE 0 0 22 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1412 28 SH SOLE 0 0 28 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3212 74 SH SOLE 0 0 74 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 9122 155 SH SOLE 0 0 155 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 25403 67 SH SOLE 0 0 67 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 3881 42 SH SOLE 0 0 42 ISHARES INC CORE MSCI EMERGING MKTS ETF CORE MSCI EMKT 46434G103 4072 83 SH SOLE 0 0 83 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 17053 327 SH SOLE 0 0 327 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 8612 372 SH SOLE 0 0 372 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 15264 511 SH SOLE 0 0 511 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 45310 1030 SH SOLE 0 0 1030 ISHARES TR MSCI USA ESG SLC MSCI USA ESG SLC 464288802 19124 237 SH SOLE 0 0 237 ISHARES TRUST RUSSELL 2500 USD ETF RUSEL 2500 ETF 46435G268 10066 195 SH SOLE 0 0 195 ISHARES TR ESG MSCI LEADR ESG MSCI LEADR 46435U218 15934 240 SH SOLE 0 0 240 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 5719 177 SH SOLE 0 0 177 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 4925 118 SH SOLE 0 0 118 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 19425 56 SH SOLE 0 0 56 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3259 36 SH SOLE 0 0 36 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 689 6 SH SOLE 0 0 6 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2036 29 SH SOLE 0 0 29 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1866 37 SH SOLE 0 0 37 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 3518 44 SH SOLE 0 0 44 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 18710 223 SH SOLE 0 0 223 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 454 9 SH SOLE 0 0 9 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 491 7 SH SOLE 0 0 7 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 491 7 SH SOLE 0 0 7 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 1529 19 SH SOLE 0 0 19 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 543 6 SH SOLE 0 0 6 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 462 5 SH SOLE 0 0 5 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 594 13 SH SOLE 0 0 13 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 454 9 SH SOLE 0 0 9 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5286 63 SH SOLE 0 0 63 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 937 29 SH SOLE 0 0 29 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 58764 1354 SH SOLE 0 0 1354 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 7122 62 SH SOLE 0 0 62 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 26643 583 SH SOLE 0 0 583 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 164360 1959 SH SOLE 0 0 1959 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 29147 322 SH SOLE 0 0 322 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 14123 280 SH SOLE 0 0 280 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 15797 225 SH SOLE 0 0 225 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 28174 872 SH SOLE 0 0 872 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 166156 479 SH SOLE 0 0 479 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5347 106 SH SOLE 0 0 106 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 50298 145 SH SOLE 0 0 145 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 10533 326 SH SOLE 0 0 326 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 7423 82 SH SOLE 0 0 82 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5898 84 SH SOLE 0 0 84 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 12629 291 SH SOLE 0 0 291 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 48746 581 SH SOLE 0 0 581 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 6809 149 SH SOLE 0 0 149 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 14263 170 SH SOLE 0 0 170 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1901 21 SH SOLE 0 0 21 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1564 31 SH SOLE 0 0 31 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1571 17 SH SOLE 0 0 17 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2159 27 SH SOLE 0 0 27 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1685 24 SH SOLE 0 0 24 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 14916 43 SH SOLE 0 0 43 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 16997 49 SH SOLE 0 0 49 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2878 36 SH SOLE 0 0 36 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3078 34 SH SOLE 0 0 34 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 18385 53 SH SOLE 0 0 53 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 16780 200 SH SOLE 0 0 200 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1105 27 SH SOLE 0 0 27 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 11914 142 SH SOLE 0 0 142 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2806 31 SH SOLE 0 0 31 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1474 21 SH SOLE 0 0 21 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2011 44 SH SOLE 0 0 44 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3863 89 SH SOLE 0 0 89 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 12488 36 SH SOLE 0 0 36 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 555 8 SH SOLE 0 0 8 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2843 88 SH SOLE 0 0 88 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1412 28 SH SOLE 0 0 28 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1310 32 SH SOLE 0 0 32 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 80 1 SH SOLE 0 0 1 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 347 1 SH SOLE 0 0 1 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 420 5 SH SOLE 0 0 5 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 181 2 SH SOLE 0 0 2 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 6662 58 SH SOLE 0 0 58 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 154796 1845 SH SOLE 0 0 1845 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 170665 492 SH SOLE 0 0 492 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 21639 429 SH SOLE 0 0 429 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 26304 329 SH SOLE 0 0 329 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 15657 223 SH SOLE 0 0 223 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 10030 245 SH SOLE 0 0 245 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 28061 310 SH SOLE 0 0 310 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 7005 101 SH SOLE 0 0 101 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 3894 78 SH SOLE 0 0 78 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1020 25 SH SOLE 0 0 25 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1571 17 SH SOLE 0 0 17 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1123 16 SH SOLE 0 0 16 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7971 95 SH SOLE 0 0 95 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 416 6 SH SOLE 0 0 6 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 8672 25 SH SOLE 0 0 25 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1053 15 SH SOLE 0 0 15 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2561 59 SH SOLE 0 0 59 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 77690 1700 SH SOLE 0 0 1700 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 19643 171 SH SOLE 0 0 171 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 79839 882 SH SOLE 0 0 882 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 39797 789 SH SOLE 0 0 789 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 459269 1324 SH SOLE 0 0 1324 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 84717 2622 SH SOLE 0 0 2622 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 161622 3724 SH SOLE 0 0 3724 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 42547 606 SH SOLE 0 0 606 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 457003 5447 SH SOLE 0 0 5447 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6336 70 SH SOLE 0 0 70 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 37463 108 SH SOLE 0 0 108 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 5713 125 SH SOLE 0 0 125 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 2620 64 SH SOLE 0 0 64 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2068 18 SH SOLE 0 0 18 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 10720 247 SH SOLE 0 0 247 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 32973 393 SH SOLE 0 0 393 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4564 65 SH SOLE 0 0 65 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 2011 29 SH SOLE 0 0 29 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3985 79 SH SOLE 0 0 79 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 8142 252 SH SOLE 0 0 252 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 139 2 SH SOLE 0 0 2 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3469 10 SH SOLE 0 0 10 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 454 9 SH SOLE 0 0 9 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 543 6 SH SOLE 0 0 6 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 560 7 SH SOLE 0 0 7 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 205 5 SH SOLE 0 0 5 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 130 3 SH SOLE 0 0 3 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 161 2 SH SOLE 0 0 2 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 46 1 SH SOLE 0 0 1 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 92 1 SH SOLE 0 0 1 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 151 3 SH SOLE 0 0 3 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 168 2 SH SOLE 0 0 2 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 6037 75 SH SOLE 0 0 75 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3473 76 SH SOLE 0 0 76 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1816 36 SH SOLE 0 0 36 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3619 112 SH SOLE 0 0 112 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 20466 59 SH SOLE 0 0 59 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6901 159 SH SOLE 0 0 159 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 6889 138 SH SOLE 0 0 138 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3530 39 SH SOLE 0 0 39 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1754 43 SH SOLE 0 0 43 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 20891 249 SH SOLE 0 0 249 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1966 28 SH SOLE 0 0 28 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 2680 29 SH SOLE 0 0 29 VANGUARD BD INDEX FDS TOTAL BND MRKT TOTAL BND MRKT 921937835 61111 812 SH SOLE 0 0 812 VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF FTSE EMR MKT ETF 922042858 12287 295 SH SOLE 0 0 295 ISHARES S&P MIDCAP 400 INDEX FUND CORE S&P MCP ETF 464287507 11312 50 SH SOLE 0 0 50 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 53460 141 SH SOLE 0 0 141 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 28248 480 SH SOLE 0 0 480 HEALTH CARE SELECT SECTOR SPDR SBI HEALTHCARE 81369Y209 16799 131 SH SOLE 0 0 131 SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS TECHNOLOGY 81369Y803 13983 110 SH SOLE 0 0 110 VANGUARD REAL ESTATE ETF REAL ESTATE ETF 922908553 12300 135 SH SOLE 0 0 135 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 5729 62 SH SOLE 0 0 62 SELECT SECTOR SPDR TR FINANCIAL FINANCIAL 81369Y605 13461 428 SH SOLE 0 0 428 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 758679 2001 SH SOLE 0 0 2001 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 61800 538 SH SOLE 0 0 538 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 210812 4223 SH SOLE 0 0 4223 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 9071 209 SH SOLE 0 0 209 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 28442 339 SH SOLE 0 0 339 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 7528 233 SH SOLE 0 0 233 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1838 16 SH SOLE 0 0 16 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5431 60 SH SOLE 0 0 60 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1734 25 SH SOLE 0 0 25 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 5164 113 SH SOLE 0 0 113 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3682 73 SH SOLE 0 0 73 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 2129 52 SH SOLE 0 0 52 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 31913 92 SH SOLE 0 0 92 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3721 53 SH SOLE 0 0 53 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7383 88 SH SOLE 0 0 88 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1439 18 SH SOLE 0 0 18 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7631 22 SH SOLE 0 0 22 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1267 14 SH SOLE 0 0 14 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 757 15 SH SOLE 0 0 15 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 772 11 SH SOLE 0 0 11 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3199 99 SH SOLE 0 0 99 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 18458 220 SH SOLE 0 0 220 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 18385 53 SH SOLE 0 0 53 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3621 40 SH SOLE 0 0 40 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 689 6 SH SOLE 0 0 6 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1685 24 SH SOLE 0 0 24 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6553 151 SH SOLE 0 0 151 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2971 65 SH SOLE 0 0 65 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1513 30 SH SOLE 0 0 30 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 724 8 SH SOLE 0 0 8 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6544 78 SH SOLE 0 0 78 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1199 15 SH SOLE 0 0 15 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 656 13 SH SOLE 0 0 13 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6244 18 SH SOLE 0 0 18 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 702 10 SH SOLE 0 0 10 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4433 97 SH SOLE 0 0 97 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1457 21 SH SOLE 0 0 21 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3127 62 SH SOLE 0 0 62 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 2047 50 SH SOLE 0 0 50 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 28791 83 SH SOLE 0 0 83 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1719 42 SH SOLE 0 0 42 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1493 13 SH SOLE 0 0 13 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 5676 71 SH SOLE 0 0 71 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 32721 390 SH SOLE 0 0 390 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 35729 103 SH SOLE 0 0 103 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3230 46 SH SOLE 0 0 46 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4338 86 SH SOLE 0 0 86 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1387 20 SH SOLE 0 0 20 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5884 65 SH SOLE 0 0 65 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1362 27 SH SOLE 0 0 27 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3038 70 SH SOLE 0 0 70 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1404 20 SH SOLE 0 0 20 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1720 19 SH SOLE 0 0 19 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1737 38 SH SOLE 0 0 38 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 11998 143 SH SOLE 0 0 143 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 12488 36 SH SOLE 0 0 36 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2746 85 SH SOLE 0 0 85 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 485 15 SH SOLE 0 0 15 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2428 7 SH SOLE 0 0 7 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2098 25 SH SOLE 0 0 25 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 362 4 SH SOLE 0 0 4 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 320 7 SH SOLE 0 0 7 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 564 13 SH SOLE 0 0 13 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 281 4 SH SOLE 0 0 4 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 937 29 SH SOLE 0 0 29 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 1130 18 SH SOLE 0 0 18 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 2330 78 SH SOLE 0 0 78 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4615 55 SH SOLE 0 0 55 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1034 32 SH SOLE 0 0 32 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 996 11 SH SOLE 0 0 11 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 640 14 SH SOLE 0 0 14 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 404 8 SH SOLE 0 0 8 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4509 13 SH SOLE 0 0 13 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 632 9 SH SOLE 0 0 9 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 11682 232 SH SOLE 0 0 232 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 24876 770 SH SOLE 0 0 770 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 22837 500 SH SOLE 0 0 500 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 23533 260 SH SOLE 0 0 260 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 5723 50 SH SOLE 0 0 50 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 47441 1093 SH SOLE 0 0 1093 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 134874 389 SH SOLE 0 0 389 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 12506 178 SH SOLE 0 0 178 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 134006 1597 SH SOLE 0 0 1597 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 13568 269 SH SOLE 0 0 269 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 159218 459 SH SOLE 0 0 459 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 25501 558 SH SOLE 0 0 558 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 27880 308 SH SOLE 0 0 308 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 56246 1296 SH SOLE 0 0 1296 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 6777 59 SH SOLE 0 0 59 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 27011 836 SH SOLE 0 0 836 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 157313 1875 SH SOLE 0 0 1875 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 15095 215 SH SOLE 0 0 215 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4388 87 SH SOLE 0 0 87 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5703 63 SH SOLE 0 0 63 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 5347 117 SH SOLE 0 0 117 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 40238 116 SH SOLE 0 0 116 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 9808 226 SH SOLE 0 0 226 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 8207 254 SH SOLE 0 0 254 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4774 68 SH SOLE 0 0 68 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 38426 458 SH SOLE 0 0 458 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 777 17 SH SOLE 0 0 17 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4782 57 SH SOLE 0 0 57 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4856 14 SH SOLE 0 0 14 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 808 25 SH SOLE 0 0 25 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1649 38 SH SOLE 0 0 38 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3581 51 SH SOLE 0 0 51 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3379 67 SH SOLE 0 0 67 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 31211 372 SH SOLE 0 0 372 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 31566 91 SH SOLE 0 0 91 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 4877 61 SH SOLE 0 0 61 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4073 45 SH SOLE 0 0 45 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 15956 46 SH SOLE 0 0 46 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2478 31 SH SOLE 0 0 31 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 16277 194 SH SOLE 0 0 194 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1991 22 SH SOLE 0 0 22 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1663 18 SH SOLE 0 0 18 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1665 33 SH SOLE 0 0 33 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1685 24 SH SOLE 0 0 24 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 532 13 SH SOLE 0 0 13 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4856 14 SH SOLE 0 0 14 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1234 27 SH SOLE 0 0 27 ISHARES TRUST FALLEN ANGELS USD BD ETF FALN ANGLS USD 46435G474 1773 72 SH SOLE 0 0 72 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1838 16 SH SOLE 0 0 16 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4447 53 SH SOLE 0 0 53 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 832 12 SH SOLE 0 0 12 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 840 26 SH SOLE 0 0 26 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1693 39 SH SOLE 0 0 39 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1017 11 SH SOLE 0 0 11 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 12501 149 SH SOLE 0 0 149 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 13528 39 SH SOLE 0 0 39 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 555 8 SH SOLE 0 0 8 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2159 27 SH SOLE 0 0 27 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2285 50 SH SOLE 0 0 50 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2354 26 SH SOLE 0 0 26 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3457 107 SH SOLE 0 0 107 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4166 96 SH SOLE 0 0 96 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1866 37 SH SOLE 0 0 37 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2036 29 SH SOLE 0 0 29 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 16193 193 SH SOLE 0 0 193 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7631 22 SH SOLE 0 0 22 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1551 48 SH SOLE 0 0 48 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 913 13 SH SOLE 0 0 13 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 807 16 SH SOLE 0 0 16 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7215 86 SH SOLE 0 0 86 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1823 42 SH SOLE 0 0 42 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1086 12 SH SOLE 0 0 12 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1005 22 SH SOLE 0 0 22 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1386 15 SH SOLE 0 0 15 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 4829 60 SH SOLE 0 0 60 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1469 36 SH SOLE 0 0 36 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 13424 160 SH SOLE 0 0 160 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1828 40 SH SOLE 0 0 40 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3472 80 SH SOLE 0 0 80 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1901 21 SH SOLE 0 0 21 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 13181 38 SH SOLE 0 0 38 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1463 29 SH SOLE 0 0 29 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3005 93 SH SOLE 0 0 93 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1474 21 SH SOLE 0 0 21 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 5654 175 SH SOLE 0 0 175 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3702 81 SH SOLE 0 0 81 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3892 43 SH SOLE 0 0 43 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3026 60 SH SOLE 0 0 60 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 26429 315 SH SOLE 0 0 315 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6770 156 SH SOLE 0 0 156 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 12166 145 SH SOLE 0 0 145 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1059 21 SH SOLE 0 0 21 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 12141 35 SH SOLE 0 0 35 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2082 23 SH SOLE 0 0 23 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2102 46 SH SOLE 0 0 46 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2132 66 SH SOLE 0 0 66 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 3622 45 SH SOLE 0 0 45 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3906 90 SH SOLE 0 0 90 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7048 84 SH SOLE 0 0 84 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1009 20 SH SOLE 0 0 20 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1053 15 SH SOLE 0 0 15 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 347 5 SH SOLE 0 0 5 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1267 14 SH SOLE 0 0 14 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1359 17 SH SOLE 0 0 17 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 919 8 SH SOLE 0 0 8 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 450 11 SH SOLE 0 0 11 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7631 22 SH SOLE 0 0 22 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 647 7 SH SOLE 0 0 7 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 4493 90 SH SOLE 0 0 90 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 2198 21 SH SOLE 0 0 21 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3188 38 SH SOLE 0 0 38 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 543 6 SH SOLE 0 0 6 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3469 10 SH SOLE 0 0 10 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 205 5 SH SOLE 0 0 5 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 560 7 SH SOLE 0 0 7 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 139 2 SH SOLE 0 0 2 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 454 9 SH SOLE 0 0 9 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1545 22 SH SOLE 0 0 22 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 12166 145 SH SOLE 0 0 145 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 13181 38 SH SOLE 0 0 38 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3188 38 SH SOLE 0 0 38 ISHARES CORE AGGRESSIVE ALLOCATION ETF AGGRES ALLOC ETF 464289859 3174 53 SH SOLE 0 0 53 TESLA INC COM COM 88160R101 9428 14 SH SOLE 0 0 14 ISHARES S&P MIDCAP 400 INDEX FUND CORE S&P MCP ETF 464287507 184604 816 SH SOLE 0 0 816 SPDR S&P EMERGING MARKETS SMALL CAP ETF S&P EMKTSC ETF 78463X756 65240 1341 SH SOLE 0 0 1341 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 819 20 SH SOLE 0 0 20 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 333415 3608 SH SOLE 0 0 3608 SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF NUVEEN BLMBRG SH 78468R739 126279 2672 SH SOLE 0 0 2672 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2949 42 SH SOLE 0 0 42 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6901 159 SH SOLE 0 0 159 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4345 48 SH SOLE 0 0 48 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 25925 309 SH SOLE 0 0 309 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 26016 75 SH SOLE 0 0 75 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3656 80 SH SOLE 0 0 80 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 5687 176 SH SOLE 0 0 176 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2875 57 SH SOLE 0 0 57 SCHWAB STRATEGIC TR EMERGING MKTS EQUITY ETF EMRG MKTEQ ETF 808524706 1371 54 SH SOLE 0 0 54 SCHWAB STRATEGIC TR 1000 INDEX ETF 1000 INDEX ETF 808524722 18449 506 SH SOLE 0 0 506 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 4135 36 SH SOLE 0 0 36 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 7970 158 SH SOLE 0 0 158 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 15584 341 SH SOLE 0 0 341 ISHARES RUSSELL 1000 INDEX FUND RUS 1000 ETF 464287622 6856 33 SH SOLE 0 0 33 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 33476 399 SH SOLE 0 0 399 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 3050 33 SH SOLE 0 0 33 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 51338 148 SH SOLE 0 0 148 SPDR SERIES TRUST S&P 600 SMCP VAL S&P 600 SMCP VAL 78464A300 3693 51 SH SOLE 0 0 51 SPDR MSCI ACWI EX US ETF WHEN ISSUED MSCI ACWI EXUS 78463X848 15029 632 SH SOLE 0 0 632 SCHWAB US LARGE-CAP VALUE ETF US LCAP VA ETF 808524409 37202 596 SH SOLE 0 0 596 SPDR SER TR S&P 400 MDCP VAL S&P 400 MDCP VAL 78464A839 2057 34 SH SOLE 0 0 34 SCHWAB US LARGE-CAP GROWTH ETF US LCAP GR ETF 808524300 26907 464 SH SOLE 0 0 464 VANECK ETF TRUST INTRMDT MUNI ETF INTRMDT MUNI ETF 92189H201 30188 661 SH SOLE 0 0 661 ISHARES TR MSCI INTL VLU FT MSCI INTL VLU FT 46435G409 23755 1071 SH SOLE 0 0 1071 SPDR SER TR S&P 400 MDCP GRW S&P 400 MDCP GRW 78464A821 3780 62 SH SOLE 0 0 62 SCHWAB STRATEGIC TR INTL EQUITY ETF INTL EQTY ETF 808524805 6196 197 SH SOLE 0 0 197 ISHARES TRUST S & P EURO EUROPE ETF 464287861 23234 544 SH SOLE 0 0 544 SCHWAB STRATEGIC TR US MID-CAP ETF US MID-CAP ETF 808524508 3387 54 SH SOLE 0 0 54 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 13861 429 SH SOLE 0 0 429 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 101 2 SH SOLE 0 0 2 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 160 2 SH SOLE 0 0 2 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 453 5 SH SOLE 0 0 5 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 205 5 SH SOLE 0 0 5 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 1388 4 SH SOLE 0 0 4 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 1426 17 SH SOLE 0 0 17 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 3033 8 SH SOLE 0 0 8 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 1426 25 SH SOLE 0 0 25 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 765 32 SH SOLE 0 0 32 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 255 5 SH SOLE 0 0 5 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 462 5 SH SOLE 0 0 5 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2159 27 SH SOLE 0 0 27 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 11494 137 SH SOLE 0 0 137 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 11447 33 SH SOLE 0 0 33 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1404 20 SH SOLE 0 0 20 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1362 27 SH SOLE 0 0 27 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1629 18 SH SOLE 0 0 18 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 113777 328 SH SOLE 0 0 328 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 19100 211 SH SOLE 0 0 211 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 8925 218 SH SOLE 0 0 218 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 24006 743 SH SOLE 0 0 743 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 6203 54 SH SOLE 0 0 54 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 100596 1199 SH SOLE 0 0 1199 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 30814 710 SH SOLE 0 0 710 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 6104 88 SH SOLE 0 0 88 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 12660 251 SH SOLE 0 0 251 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 17640 386 SH SOLE 0 0 386 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 13972 199 SH SOLE 0 0 199 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 543 6 SH SOLE 0 0 6 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 549 17 SH SOLE 0 0 17 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 1048 21 SH SOLE 0 0 21 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 1046 13 SH SOLE 0 0 13 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 793 19 SH SOLE 0 0 19 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 1356 26 SH SOLE 0 0 26 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2349 28 SH SOLE 0 0 28 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 1544 49 SH SOLE 0 0 49 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 2876 40 SH SOLE 0 0 40 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 366 8 SH SOLE 0 0 8 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 211 3 SH SOLE 0 0 3 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 644 8 SH SOLE 0 0 8 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 362 4 SH SOLE 0 0 4 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 163 4 SH SOLE 0 0 4 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 355 11 SH SOLE 0 0 11 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 277 3 SH SOLE 0 0 3 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2098 25 SH SOLE 0 0 25 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2081 6 SH SOLE 0 0 6 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 738 17 SH SOLE 0 0 17 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 699 14 SH SOLE 0 0 14 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 202 4 SH SOLE 0 0 4 SELECT SECTOR SPDR TR FINANCIAL FINANCIAL 81369Y605 8554 272 SH SOLE 0 0 272 SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS TECHNOLOGY 81369Y803 8390 66 SH SOLE 0 0 66 HEALTH CARE SELECT SECTOR SPDR SBI HEALTHCARE 81369Y209 9746 76 SH SOLE 0 0 76 VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF FTSE EMR MKT ETF 922042858 7705 185 SH SOLE 0 0 185 VANGUARD REAL ESTATE ETF REAL ESTATE ETF 922908553 6195 68 SH SOLE 0 0 68 ISHARES S&P MIDCAP 400 INDEX FUND CORE S&P MCP ETF 464287507 6787 30 SH SOLE 0 0 30 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 17008 289 SH SOLE 0 0 289 VANGUARD BD INDEX FDS TOTAL BND MRKT TOTAL BND MRKT 921937835 19267 256 SH SOLE 0 0 256 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 31849 84 SH SOLE 0 0 84 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 3419 37 SH SOLE 0 0 37 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 5438 119 SH SOLE 0 0 119 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4086 81 SH SOLE 0 0 81 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 8368 259 SH SOLE 0 0 259 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 37419 446 SH SOLE 0 0 446 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8474 101 SH SOLE 0 0 101 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 778 19 SH SOLE 0 0 19 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 69 1 SH SOLE 0 0 1 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 8325 24 SH SOLE 0 0 24 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 632 9 SH SOLE 0 0 9 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1279 16 SH SOLE 0 0 16 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1991 22 SH SOLE 0 0 22 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1059 21 SH SOLE 0 0 21 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 1825 32 SH SOLE 0 0 32 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 3792 10 SH SOLE 0 0 10 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 554 6 SH SOLE 0 0 6 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 884 37 SH SOLE 0 0 37 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 306 6 SH SOLE 0 0 6 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 3412 9 SH SOLE 0 0 9 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 554 6 SH SOLE 0 0 6 ISHARES INC CORE MSCI EMERGING MKTS ETF CORE MSCI EMKT 46434G103 589 12 SH SOLE 0 0 12 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 1354 23 SH SOLE 0 0 23 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1123 16 SH SOLE 0 0 16 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2444 27 SH SOLE 0 0 27 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 9816 117 SH SOLE 0 0 117 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1211 24 SH SOLE 0 0 24 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 347 5 SH SOLE 0 0 5 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 689 6 SH SOLE 0 0 6 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1737 38 SH SOLE 0 0 38 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2359 73 SH SOLE 0 0 73 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 10406 30 SH SOLE 0 0 30 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1146 28 SH SOLE 0 0 28 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3212 74 SH SOLE 0 0 74 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4111 49 SH SOLE 0 0 49 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 4163 12 SH SOLE 0 0 12 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 969 30 SH SOLE 0 0 30 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 594 13 SH SOLE 0 0 13 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1665 33 SH SOLE 0 0 33 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 573 14 SH SOLE 0 0 14 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2172 24 SH SOLE 0 0 24 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 8037 161 SH SOLE 0 0 161 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 3559 34 SH SOLE 0 0 34 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1723 15 SH SOLE 0 0 15 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1685 24 SH SOLE 0 0 24 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 303 6 SH SOLE 0 0 6 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 400 5 SH SOLE 0 0 5 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2775 8 SH SOLE 0 0 8 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2853 34 SH SOLE 0 0 34 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 362 4 SH SOLE 0 0 4 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3656 80 SH SOLE 0 0 80 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 7421 171 SH SOLE 0 0 171 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 6681 83 SH SOLE 0 0 83 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 22547 65 SH SOLE 0 0 65 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1866 37 SH SOLE 0 0 37 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 22234 265 SH SOLE 0 0 265 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 7188 144 SH SOLE 0 0 144 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 2587 28 SH SOLE 0 0 28 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 689 6 SH SOLE 0 0 6 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2177 31 SH SOLE 0 0 31 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1714 42 SH SOLE 0 0 42 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3910 121 SH SOLE 0 0 121 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3892 43 SH SOLE 0 0 43 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 9203 128 SH SOLE 0 0 128 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 2588 62 SH SOLE 0 0 62 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 7587 254 SH SOLE 0 0 254 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 1968 85 SH SOLE 0 0 85 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7719 92 SH SOLE 0 0 92 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3037 94 SH SOLE 0 0 94 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 3640 58 SH SOLE 0 0 58 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 4537 87 SH SOLE 0 0 87 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 27750 80 SH SOLE 0 0 80 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3300 47 SH SOLE 0 0 47 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7383 88 SH SOLE 0 0 88 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1234 27 SH SOLE 0 0 27 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 702 10 SH SOLE 0 0 10 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1358 15 SH SOLE 0 0 15 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2647 61 SH SOLE 0 0 61 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 656 13 SH SOLE 0 0 13 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1357 42 SH SOLE 0 0 42 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7284 21 SH SOLE 0 0 21 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2319 29 SH SOLE 0 0 29 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 15610 45 SH SOLE 0 0 45 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1825 26 SH SOLE 0 0 26 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 15102 180 SH SOLE 0 0 180 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1991 22 SH SOLE 0 0 22 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1665 33 SH SOLE 0 0 33 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1759 22 SH SOLE 0 0 22 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 10060 29 SH SOLE 0 0 29 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1629 18 SH SOLE 0 0 18 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 9565 114 SH SOLE 0 0 114 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 958 19 SH SOLE 0 0 19 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1053 15 SH SOLE 0 0 15 ISHARES CORE AGGRESSIVE ALLOCATION ETF AGGRES ALLOC ETF 464289859 3294 55 SH SOLE 0 0 55 ALBEMARLE CORP COM USD0.01 COM 012653101 2090 10 SH SOLE 0 0 10 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 47 1 SH SOLE 0 0 1 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 1997 40 SH SOLE 0 0 40 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 6589 132 SH SOLE 0 0 132 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 699 14 SH SOLE 0 0 14 VANECK ETF TRUST INTRMDT MUNI ETF INTRMDT MUNI ETF 92189H201 47816 1047 SH SOLE 0 0 1047 INVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50 S&P 500 TOP 50 46137V233 1719 6 SH SOLE 0 0 6 ISHARES TR ESG AWR US AGRGT ESG AWR US AGRGT 46435U549 13948 285 SH SOLE 0 0 285 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 624 9 SH SOLE 0 0 9 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3906 90 SH SOLE 0 0 90 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3069 95 SH SOLE 0 0 95 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2285 50 SH SOLE 0 0 50 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1564 31 SH SOLE 0 0 31 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 983 24 SH SOLE 0 0 24 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2625 29 SH SOLE 0 0 29 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 47674 955 SH SOLE 0 0 955 ISHARES RUSSELL 1000 INDEX FUND RUS 1000 ETF 464287622 15374 74 SH SOLE 0 0 74 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 15889 315 SH SOLE 0 0 315 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 5284 46 SH SOLE 0 0 46 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 161993 467 SH SOLE 0 0 467 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 162766 1940 SH SOLE 0 0 1940 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 31420 393 SH SOLE 0 0 393 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 20607 223 SH SOLE 0 0 223 ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 21444 156 SH SOLE 0 0 156 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3199 70 SH SOLE 0 0 70 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3983 44 SH SOLE 0 0 44 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 919 8 SH SOLE 0 0 8 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3328 103 SH SOLE 0 0 103 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 7074 163 SH SOLE 0 0 163 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 19078 55 SH SOLE 0 0 55 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1685 24 SH SOLE 0 0 24 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1715 34 SH SOLE 0 0 34 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 19717 235 SH SOLE 0 0 235 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 362 4 SH SOLE 0 0 4 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 355 11 SH SOLE 0 0 11 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 211 3 SH SOLE 0 0 3 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2081 6 SH SOLE 0 0 6 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 320 7 SH SOLE 0 0 7 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 101 2 SH SOLE 0 0 2 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 738 17 SH SOLE 0 0 17 SPDR SER TR S&P 600 SMCP GRW S&P 600 SMCP GRW 78464A201 2397 34 SH SOLE 0 0 34 ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 11822 86 SH SOLE 0 0 86 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 10753 31 SH SOLE 0 0 31 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2079 26 SH SOLE 0 0 26 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1059 21 SH SOLE 0 0 21 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 10823 129 SH SOLE 0 0 129 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1123 16 SH SOLE 0 0 16 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 3494 70 SH SOLE 0 0 70 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1479 16 SH SOLE 0 0 16 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1448 16 SH SOLE 0 0 16 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3122 9 SH SOLE 0 0 9 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 277 3 SH SOLE 0 0 3 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 400 5 SH SOLE 0 0 5 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 362 4 SH SOLE 0 0 4 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 303 6 SH SOLE 0 0 6 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2853 34 SH SOLE 0 0 34 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 98247 1171 SH SOLE 0 0 1171 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 33244 766 SH SOLE 0 0 766 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 17258 423 SH SOLE 0 0 423 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 112834 1078 SH SOLE 0 0 1078 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 17289 191 SH SOLE 0 0 191 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 107186 309 SH SOLE 0 0 309 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 17997 557 SH SOLE 0 0 557 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 45603 397 SH SOLE 0 0 397 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 17201 248 SH SOLE 0 0 248 ISHARES TRUST FALLEN ANGELS USD BD ETF FALN ANGLS USD 46435G474 17776 722 SH SOLE 0 0 722 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 34047 423 SH SOLE 0 0 423 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 9048 221 SH SOLE 0 0 221 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 150459 3014 SH SOLE 0 0 3014 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 26506 580 SH SOLE 0 0 580 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1085 25 SH SOLE 0 0 25 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3440 41 SH SOLE 0 0 41 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 281 4 SH SOLE 0 0 4 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 503 11 SH SOLE 0 0 11 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 370 4 SH SOLE 0 0 4 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 286 7 SH SOLE 0 0 7 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3122 9 SH SOLE 0 0 9 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 274 6 SH SOLE 0 0 6 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 388 12 SH SOLE 0 0 12 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 328 8 SH SOLE 0 0 8 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 634 7 SH SOLE 0 0 7 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 1734 5 SH SOLE 0 0 5 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 521 12 SH SOLE 0 0 12 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 1594 19 SH SOLE 0 0 19 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6244 18 SH SOLE 0 0 18 AMAZON.COM INC COM 023135106 1185 11 SH SOLE 0 0 11 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 647 7 SH SOLE 0 0 7 APPLE INC COM 037833100 115 1 SH SOLE 0 0 1 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 656 13 SH SOLE 0 0 13 MICROSOFT CORP COM 594918104 54 0 SH SOLE 0 0 0 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 702 10 SH SOLE 0 0 10 BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B CL B NEW 084670702 137 1 SH SOLE 0 0 1 HOME DEPOT INC COM 437076102 151 1 SH SOLE 0 0 1 TESLA INC COM COM 88160R101 286 0 SH SOLE 0 0 0 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6041 72 SH SOLE 0 0 72 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1039 13 SH SOLE 0 0 13 ISHARES CORE AGGRESSIVE ALLOCATION ETF AGGRES ALLOC ETF 464289859 1677 28 SH SOLE 0 0 28 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 1530 26 SH SOLE 0 0 26 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 647 7 SH SOLE 0 0 7 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 38504 111 SH SOLE 0 0 111 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5522 61 SH SOLE 0 0 61 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 4039 99 SH SOLE 0 0 99 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4423 63 SH SOLE 0 0 63 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 4066 44 SH SOLE 0 0 44 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 13442 167 SH SOLE 0 0 167 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 9157 211 SH SOLE 0 0 211 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2018 40 SH SOLE 0 0 40 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2177 31 SH SOLE 0 0 31 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 3678 46 SH SOLE 0 0 46 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3259 36 SH SOLE 0 0 36 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 19633 234 SH SOLE 0 0 234 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 20466 59 SH SOLE 0 0 59 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5034 116 SH SOLE 0 0 116 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2239 49 SH SOLE 0 0 49 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2806 31 SH SOLE 0 0 31 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1194 17 SH SOLE 0 0 17 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1160 23 SH SOLE 0 0 23 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2359 73 SH SOLE 0 0 73 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 14011 167 SH SOLE 0 0 167 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 13528 39 SH SOLE 0 0 39 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2297 20 SH SOLE 0 0 20 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 9014 279 SH SOLE 0 0 279 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5055 72 SH SOLE 0 0 72 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 2220 32 SH SOLE 0 0 32 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 36497 435 SH SOLE 0 0 435 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 7061 78 SH SOLE 0 0 78 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4439 88 SH SOLE 0 0 88 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 6307 138 SH SOLE 0 0 138 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 11761 271 SH SOLE 0 0 271 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 2866 70 SH SOLE 0 0 70 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 41626 120 SH SOLE 0 0 120 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 491 7 SH SOLE 0 0 7 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 634 7 SH SOLE 0 0 7 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 454 9 SH SOLE 0 0 9 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1128 26 SH SOLE 0 0 26 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 8715 109 SH SOLE 0 0 109 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 6249 89 SH SOLE 0 0 89 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 54619 651 SH SOLE 0 0 651 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 7513 83 SH SOLE 0 0 83 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 56195 162 SH SOLE 0 0 162 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5901 117 SH SOLE 0 0 117 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 1506 24 SH SOLE 0 0 24 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3020 36 SH SOLE 0 0 36 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 1721 33 SH SOLE 0 0 33 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 2987 100 SH SOLE 0 0 100 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 3667 51 SH SOLE 0 0 51 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1131 35 SH SOLE 0 0 35 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 1043 25 SH SOLE 0 0 25 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 1985 63 SH SOLE 0 0 63 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 449 9 SH SOLE 0 0 9 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 13478 270 SH SOLE 0 0 270 INVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50 S&P 500 TOP 50 46137V233 212 1 SH SOLE 0 0 1 INVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50 S&P 500 TOP 50 46137V233 23212 81 SH SOLE 0 0 81 VANECK ETF TRUST INTRMDT MUNI ETF INTRMDT MUNI ETF 92189H201 34207 749 SH SOLE 0 0 749 VANECK ETF TRUST INTRMDT MUNI ETF INTRMDT MUNI ETF 92189H201 18222 399 SH SOLE 0 0 399 ISHARES TR ESG MSCI LEADR ESG MSCI LEADR 46435U218 70971 1069 SH SOLE 0 0 1069 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 5072 161 SH SOLE 0 0 161 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 7918 180 SH SOLE 0 0 180 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1777 55 SH SOLE 0 0 55 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 4531 103 SH SOLE 0 0 103 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 1134 49 SH SOLE 0 0 49 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 568 19 SH SOLE 0 0 19 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 4833 77 SH SOLE 0 0 77 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 2426 77 SH SOLE 0 0 77 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 1670 40 SH SOLE 0 0 40 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 16025 191 SH SOLE 0 0 191 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2649 82 SH SOLE 0 0 82 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 3264 52 SH SOLE 0 0 52 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 8197 114 SH SOLE 0 0 114 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 2337 56 SH SOLE 0 0 56 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 4442 141 SH SOLE 0 0 141 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 6691 224 SH SOLE 0 0 224 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6796 81 SH SOLE 0 0 81 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 3911 75 SH SOLE 0 0 75 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1462 32 SH SOLE 0 0 32 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8558 102 SH SOLE 0 0 102 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1810 20 SH SOLE 0 0 20 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2734 63 SH SOLE 0 0 63 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 9366 27 SH SOLE 0 0 27 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2036 63 SH SOLE 0 0 63 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 486 7 SH SOLE 0 0 7 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 860 21 SH SOLE 0 0 21 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1123 16 SH SOLE 0 0 16 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1009 20 SH SOLE 0 0 20 INVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50 S&P 500 TOP 50 46137V233 33815 118 SH SOLE 0 0 118 SPIRIT AIRLINES INC COM 848577102 42912 1800 SH SOLE 0 0 1800 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 30202 605 SH SOLE 0 0 605 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 1697 34 SH SOLE 0 0 34 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2014 24 SH SOLE 0 0 24 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3127 62 SH SOLE 0 0 62 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4159 91 SH SOLE 0 0 91 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3300 47 SH SOLE 0 0 47 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 28791 83 SH SOLE 0 0 83 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 7335 169 SH SOLE 0 0 169 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 5945 184 SH SOLE 0 0 184 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4526 50 SH SOLE 0 0 50 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 28023 334 SH SOLE 0 0 334 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3089 44 SH SOLE 0 0 44 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6510 150 SH SOLE 0 0 150 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 27404 79 SH SOLE 0 0 79 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2976 59 SH SOLE 0 0 59 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 5816 180 SH SOLE 0 0 180 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3892 43 SH SOLE 0 0 43 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3793 83 SH SOLE 0 0 83 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 25422 303 SH SOLE 0 0 303 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5827 83 SH SOLE 0 0 83 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 57639 687 SH SOLE 0 0 687 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1723 15 SH SOLE 0 0 15 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 7393 80 SH SOLE 0 0 80 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 7242 80 SH SOLE 0 0 80 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 57235 165 SH SOLE 0 0 165 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 17572 352 SH SOLE 0 0 352 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5599 111 SH SOLE 0 0 111 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 11113 139 SH SOLE 0 0 139 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 12333 147 SH SOLE 0 0 147 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2716 30 SH SOLE 0 0 30 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 4470 103 SH SOLE 0 0 103 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2068 64 SH SOLE 0 0 64 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 983 14 SH SOLE 0 0 14 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1965 43 SH SOLE 0 0 43 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1009 20 SH SOLE 0 0 20 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 17003 184 SH SOLE 0 0 184 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 8509 94 SH SOLE 0 0 94 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 3071 75 SH SOLE 0 0 75 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 2150 31 SH SOLE 0 0 31 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 7995 100 SH SOLE 0 0 100 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 47152 562 SH SOLE 0 0 562 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6608 131 SH SOLE 0 0 131 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 52032 150 SH SOLE 0 0 150 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4774 68 SH SOLE 0 0 68 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2068 18 SH SOLE 0 0 18 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 15890 221 SH SOLE 0 0 221 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 8222 261 SH SOLE 0 0 261 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 6276 100 SH SOLE 0 0 100 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 12366 414 SH SOLE 0 0 414 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 39151 890 SH SOLE 0 0 890 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 7092 136 SH SOLE 0 0 136 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 7454 322 SH SOLE 0 0 322 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 4049 97 SH SOLE 0 0 97 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4879 151 SH SOLE 0 0 151 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 12837 153 SH SOLE 0 0 153 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1359 17 SH SOLE 0 0 17 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 8672 25 SH SOLE 0 0 25 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1177 13 SH SOLE 0 0 13 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 983 14 SH SOLE 0 0 14 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 958 19 SH SOLE 0 0 19 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 924 10 SH SOLE 0 0 10 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8642 103 SH SOLE 0 0 103 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 554 6 SH SOLE 0 0 6 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 306 6 SH SOLE 0 0 6 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 860 36 SH SOLE 0 0 36 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 1711 30 SH SOLE 0 0 30 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 3412 9 SH SOLE 0 0 9 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 914 20 SH SOLE 0 0 20 ISHARES INC CORE MSCI EMERGING MKTS ETF CORE MSCI EMKT 46434G103 736 15 SH SOLE 0 0 15 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 4550 12 SH SOLE 0 0 12 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2937 35 SH SOLE 0 0 35 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 353 7 SH SOLE 0 0 7 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 411 9 SH SOLE 0 0 9 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 781 18 SH SOLE 0 0 18 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 646 20 SH SOLE 0 0 20 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3122 9 SH SOLE 0 0 9 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 453 5 SH SOLE 0 0 5 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 11046 219 SH SOLE 0 0 219 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 127444 1519 SH SOLE 0 0 1519 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 45093 1039 SH SOLE 0 0 1039 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 21616 473 SH SOLE 0 0 473 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 127652 368 SH SOLE 0 0 368 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 23586 730 SH SOLE 0 0 730 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 11795 168 SH SOLE 0 0 168 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 5514 48 SH SOLE 0 0 48 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 22358 247 SH SOLE 0 0 247 ISHARES CORE AGGRESSIVE ALLOCATION ETF AGGRES ALLOC ETF 464289859 5091 85 SH SOLE 0 0 85 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 211 3 SH SOLE 0 0 3 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 202 4 SH SOLE 0 0 4 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 738 17 SH SOLE 0 0 17 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2081 6 SH SOLE 0 0 6 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 362 4 SH SOLE 0 0 4 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 355 11 SH SOLE 0 0 11 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 366 8 SH SOLE 0 0 8 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2349 28 SH SOLE 0 0 28 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 2569 86 SH SOLE 0 0 86 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 1701 54 SH SOLE 0 0 54 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 671 29 SH SOLE 0 0 29 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1034 32 SH SOLE 0 0 32 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4616 101 SH SOLE 0 0 101 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1526 22 SH SOLE 0 0 22 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3581 51 SH SOLE 0 0 51 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 26680 318 SH SOLE 0 0 318 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1723 15 SH SOLE 0 0 15 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 6624 205 SH SOLE 0 0 205 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 8680 200 SH SOLE 0 0 200 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 29832 86 SH SOLE 0 0 86 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5160 57 SH SOLE 0 0 57 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 2129 52 SH SOLE 0 0 52 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3279 65 SH SOLE 0 0 65 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 VANECK ETF TRUST INTRMDT MUNI ETF INTRMDT MUNI ETF 92189H201 4019 88 SH SOLE 0 0 88 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 2845 57 SH SOLE 0 0 57 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 9145 109 SH SOLE 0 0 109 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 9019 26 SH SOLE 0 0 26 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1177 13 SH SOLE 0 0 13 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 908 18 SH SOLE 0 0 18 ISHARES TR 10-20 YR TRS ETF 10-20 YR TRS ETF 464288653 240 2 SH SOLE 0 0 2 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 913 13 SH SOLE 0 0 13 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1759 22 SH SOLE 0 0 22 ISHARES TR EXPND TEC SC ETF EXPND TEC SC ETF 464287549 1766 6 SH SOLE 0 0 6 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1201 13 SH SOLE 0 0 13 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 13247 410 SH SOLE 0 0 410 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 74755 891 SH SOLE 0 0 891 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 12673 140 SH SOLE 0 0 140 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 6365 156 SH SOLE 0 0 156 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 74579 215 SH SOLE 0 0 215 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 9703 105 SH SOLE 0 0 105 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3331 29 SH SOLE 0 0 29 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6255 124 SH SOLE 0 0 124 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 6740 96 SH SOLE 0 0 96 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 11447 33 SH SOLE 0 0 33 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3231 100 SH SOLE 0 0 100 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3689 85 SH SOLE 0 0 85 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1513 30 SH SOLE 0 0 30 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 13760 164 SH SOLE 0 0 164 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2082 23 SH SOLE 0 0 23 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1615 23 SH SOLE 0 0 23 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 14222 41 SH SOLE 0 0 41 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2011 44 SH SOLE 0 0 44 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5382 124 SH SOLE 0 0 124 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 14766 176 SH SOLE 0 0 176 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1261 25 SH SOLE 0 0 25 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1123 16 SH SOLE 0 0 16 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2376 52 SH SOLE 0 0 52 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2488 77 SH SOLE 0 0 77 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 13875 40 SH SOLE 0 0 40 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3078 34 SH SOLE 0 0 34 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 574 5 SH SOLE 0 0 5 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3791 33 SH SOLE 0 0 33 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 1474 36 SH SOLE 0 0 36 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 2310 25 SH SOLE 0 0 25 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 17522 351 SH SOLE 0 0 351 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 4717 59 SH SOLE 0 0 59 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 3862 55 SH SOLE 0 0 55 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 1179 17 SH SOLE 0 0 17 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 27603 329 SH SOLE 0 0 329 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 7955 76 SH SOLE 0 0 76 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 3682 73 SH SOLE 0 0 73 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 29138 84 SH SOLE 0 0 84 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4888 54 SH SOLE 0 0 54 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 913 13 SH SOLE 0 0 13 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7631 22 SH SOLE 0 0 22 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 908 18 SH SOLE 0 0 18 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 772 11 SH SOLE 0 0 11 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 706 14 SH SOLE 0 0 14 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1736 40 SH SOLE 0 0 40 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 6591 19 SH SOLE 0 0 19 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6293 75 SH SOLE 0 0 75 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1454 45 SH SOLE 0 0 45 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 140 2 SH SOLE 0 0 2 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 1368 17 SH SOLE 0 0 17 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 872 27 SH SOLE 0 0 27 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 532 13 SH SOLE 0 0 13 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 640 14 SH SOLE 0 0 14 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 2845 57 SH SOLE 0 0 57 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1172 27 SH SOLE 0 0 27 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 449 11 SH SOLE 0 0 11 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3440 41 SH SOLE 0 0 41 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 689 6 SH SOLE 0 0 6 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 1675 16 SH SOLE 0 0 16 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 832 9 SH SOLE 0 0 9 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1177 13 SH SOLE 0 0 13 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 454 9 SH SOLE 0 0 9 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3816 11 SH SOLE 0 0 11 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 20466 59 SH SOLE 0 0 59 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4164 46 SH SOLE 0 0 46 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1825 26 SH SOLE 0 0 26 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3382 74 SH SOLE 0 0 74 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3586 111 SH SOLE 0 0 111 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1765 35 SH SOLE 0 0 35 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 919 8 SH SOLE 0 0 8 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 7595 175 SH SOLE 0 0 175 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 21311 254 SH SOLE 0 0 254 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 12488 36 SH SOLE 0 0 36 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1474 21 SH SOLE 0 0 21 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 918 22 SH SOLE 0 0 22 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 1565 30 SH SOLE 0 0 30 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2601 31 SH SOLE 0 0 31 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 1255 20 SH SOLE 0 0 20 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 2639 60 SH SOLE 0 0 60 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 3092 43 SH SOLE 0 0 43 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 17553 348 SH SOLE 0 0 348 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 35574 393 SH SOLE 0 0 393 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 18886 269 SH SOLE 0 0 269 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 36607 1133 SH SOLE 0 0 1133 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 8500 74 SH SOLE 0 0 74 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 71870 1656 SH SOLE 0 0 1656 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 34549 756 SH SOLE 0 0 756 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 201444 2401 SH SOLE 0 0 2401 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 202925 585 SH SOLE 0 0 585 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 9594 120 SH SOLE 0 0 120 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 51599 615 SH SOLE 0 0 615 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5246 104 SH SOLE 0 0 104 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5687 81 SH SOLE 0 0 81 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 8961 99 SH SOLE 0 0 99 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1608 14 SH SOLE 0 0 14 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 53766 155 SH SOLE 0 0 155 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 12837 153 SH SOLE 0 0 153 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2843 88 SH SOLE 0 0 88 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1362 27 SH SOLE 0 0 27 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1828 40 SH SOLE 0 0 40 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 12835 37 SH SOLE 0 0 37 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 2082 23 SH SOLE 0 0 23 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1404 20 SH SOLE 0 0 20 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3429 79 SH SOLE 0 0 79 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3440 41 SH SOLE 0 0 41 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 614 19 SH SOLE 0 0 19 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 12705 278 SH SOLE 0 0 278 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 24998 576 SH SOLE 0 0 576 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 24511 491 SH SOLE 0 0 491 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 22376 278 SH SOLE 0 0 278 ISHARES TR ESG MSCI LEADR ESG MSCI LEADR 46435U218 1793 27 SH SOLE 0 0 27 VANECK ETF TRUST INTRMDT MUNI ETF INTRMDT MUNI ETF 92189H201 71382 1563 SH SOLE 0 0 1563 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1051 23 SH SOLE 0 0 23 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1086 12 SH SOLE 0 0 12 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1583 49 SH SOLE 0 0 49 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 7467 89 SH SOLE 0 0 89 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1910 44 SH SOLE 0 0 44 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 23588 68 SH SOLE 0 0 68 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 4557 57 SH SOLE 0 0 57 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3621 40 SH SOLE 0 0 40 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2219 44 SH SOLE 0 0 44 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 23240 277 SH SOLE 0 0 277 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2317 33 SH SOLE 0 0 33 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 971 14 SH SOLE 0 0 14 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 819 20 SH SOLE 0 0 20 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8558 102 SH SOLE 0 0 102 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 10060 29 SH SOLE 0 0 29 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1953 17 SH SOLE 0 0 17 ISHARES TRUST FALLEN ANGELS USD BD ETF FALN ANGLS USD 46435G474 2290 93 SH SOLE 0 0 93 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1810 20 SH SOLE 0 0 20 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2079 26 SH SOLE 0 0 26 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 67875 809 SH SOLE 0 0 809 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 11949 132 SH SOLE 0 0 132 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 68682 198 SH SOLE 0 0 198 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5851 116 SH SOLE 0 0 116 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 2987 26 SH SOLE 0 0 26 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 23479 541 SH SOLE 0 0 541 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 11567 358 SH SOLE 0 0 358 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 6530 93 SH SOLE 0 0 93 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 11014 241 SH SOLE 0 0 241 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1539 17 SH SOLE 0 0 17 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 757 15 SH SOLE 0 0 15 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 772 11 SH SOLE 0 0 11 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1439 18 SH SOLE 0 0 18 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3255 75 SH SOLE 0 0 75 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1362 27 SH SOLE 0 0 27 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1691 37 SH SOLE 0 0 37 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 12082 144 SH SOLE 0 0 144 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1810 20 SH SOLE 0 0 20 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2843 88 SH SOLE 0 0 88 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 58623 169 SH SOLE 0 0 169 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 3121 45 SH SOLE 0 0 45 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 7091 101 SH SOLE 0 0 101 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 6305 125 SH SOLE 0 0 125 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 12730 394 SH SOLE 0 0 394 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 9867 109 SH SOLE 0 0 109 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 8866 194 SH SOLE 0 0 194 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 4053 99 SH SOLE 0 0 99 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 51515 614 SH SOLE 0 0 614 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 3216 28 SH SOLE 0 0 28 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 16579 382 SH SOLE 0 0 382 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3168 35 SH SOLE 0 0 35 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 19800 236 SH SOLE 0 0 236 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5251 121 SH SOLE 0 0 121 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4394 136 SH SOLE 0 0 136 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 19772 57 SH SOLE 0 0 57 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2118 42 SH SOLE 0 0 42 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2833 62 SH SOLE 0 0 62 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2247 32 SH SOLE 0 0 32 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 281 4 SH SOLE 0 0 4 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 480 6 SH SOLE 0 0 6 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 724 8 SH SOLE 0 0 8 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 277 3 SH SOLE 0 0 3 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3356 40 SH SOLE 0 0 40 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2775 8 SH SOLE 0 0 8 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 303 6 SH SOLE 0 0 6 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 646 20 SH SOLE 0 0 20 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 353 7 SH SOLE 0 0 7 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 594 13 SH SOLE 0 0 13 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 303 6 SH SOLE 0 0 6 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1345 31 SH SOLE 0 0 31 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1086 12 SH SOLE 0 0 12 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3469 10 SH SOLE 0 0 10 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 15854 304 SH SOLE 0 0 304 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 6991 302 SH SOLE 0 0 302 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 17609 559 SH SOLE 0 0 559 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 26932 321 SH SOLE 0 0 321 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 9266 222 SH SOLE 0 0 222 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 27010 614 SH SOLE 0 0 614 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 10695 331 SH SOLE 0 0 331 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 12929 206 SH SOLE 0 0 206 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 26345 882 SH SOLE 0 0 882 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 31780 442 SH SOLE 0 0 442 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 49951 144 SH SOLE 0 0 144 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5547 79 SH SOLE 0 0 79 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5347 106 SH SOLE 0 0 106 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 7675 96 SH SOLE 0 0 96 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 6427 71 SH SOLE 0 0 71 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 48410 577 SH SOLE 0 0 577 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 6042 187 SH SOLE 0 0 187 ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF ESG AWARE MSCI 46435U663 10049 319 SH SOLE 0 0 319 BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETF US CARBON TRANS 09290C509 5217 125 SH SOLE 0 0 125 ISHARES TR ESG AWRE USD ETF ESG AWRE USD ETF 46435G193 3936 170 SH SOLE 0 0 170 ISHARES TRUST ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 8970 172 SH SOLE 0 0 172 ISHARES TR ESG ADV TTL USD ESG ADV TTL USD 46436E619 15265 347 SH SOLE 0 0 347 ISHARES TR MSCI KLD400 SOC MSCI KLD400 SOC 464288570 17975 250 SH SOLE 0 0 250 ISHARES TRUST ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 14995 502 SH SOLE 0 0 502 ISHARES TR ESG AW MSCI EAFE ESG AW MSCI EAFE 46435G516 7280 116 SH SOLE 0 0 116 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 15438 184 SH SOLE 0 0 184 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 20813 60 SH SOLE 0 0 60 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 5208 120 SH SOLE 0 0 120 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8054 96 SH SOLE 0 0 96 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 7978 23 SH SOLE 0 0 23 ISHARES CORE MODERATE ALLOCATION ETF MODERT ALLOC ETF 464289875 1091 28 SH SOLE 0 0 28 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 7588 152 SH SOLE 0 0 152 INVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50 S&P 500 TOP 50 46137V233 130962 457 SH SOLE 0 0 457 VANECK ETF TRUST INTRMDT MUNI ETF INTRMDT MUNI ETF 92189H201 129657 2839 SH SOLE 0 0 2839 ISHARES TR ESG MSCI LEADR ESG MSCI LEADR 46435U218 129461 1950 SH SOLE 0 0 1950 SPDR MSCI ACWI EX US ETF WHEN ISSUED MSCI ACWI EXUS 78463X848 1712 72 SH SOLE 0 0 72 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 738 17 SH SOLE 0 0 17 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 351 5 SH SOLE 0 0 5 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2937 35 SH SOLE 0 0 35 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 411 9 SH SOLE 0 0 9 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3122 9 SH SOLE 0 0 9 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 453 5 SH SOLE 0 0 5 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 5034 60 SH SOLE 0 0 60 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 815 9 SH SOLE 0 0 9 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 504 10 SH SOLE 0 0 10 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1119 14 SH SOLE 0 0 14 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5280 15 SH SOLE 0 0 15 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 562 8 SH SOLE 0 0 8 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3440 38 SH SOLE 0 0 38 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 19425 56 SH SOLE 0 0 56 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 3263 101 SH SOLE 0 0 101 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1825 26 SH SOLE 0 0 26 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 6901 159 SH SOLE 0 0 159 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 19129 228 SH SOLE 0 0 228 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1614 32 SH SOLE 0 0 32 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 3108 68 SH SOLE 0 0 68 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 737 18 SH SOLE 0 0 18 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 2817 35 SH SOLE 0 0 35 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2391 74 SH SOLE 0 0 74 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1109 12 SH SOLE 0 0 12 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1142 28 SH SOLE 0 0 28 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 7089 142 SH SOLE 0 0 142 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1645 36 SH SOLE 0 0 36 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1720 19 SH SOLE 0 0 19 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 3768 36 SH SOLE 0 0 36 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1838 16 SH SOLE 0 0 16 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 555 8 SH SOLE 0 0 8 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2387 34 SH SOLE 0 0 34 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4394 136 SH SOLE 0 0 136 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3168 35 SH SOLE 0 0 35 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 20052 239 SH SOLE 0 0 239 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 2788 61 SH SOLE 0 0 61 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2219 44 SH SOLE 0 0 44 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1201 13 SH SOLE 0 0 13 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1539 17 SH SOLE 0 0 17 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1224 30 SH SOLE 0 0 30 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1261 25 SH SOLE 0 0 25 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 11447 33 SH SOLE 0 0 33 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1554 34 SH SOLE 0 0 34 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2821 65 SH SOLE 0 0 65 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1264 18 SH SOLE 0 0 18 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 2552 79 SH SOLE 0 0 79 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 4105 51 SH SOLE 0 0 51 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 10823 129 SH SOLE 0 0 129 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 3033 8 SH SOLE 0 0 8 ISHARES TR USD INV GRDE ETF USD INV GRDE ETF 464288620 255 5 SH SOLE 0 0 5 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 462 5 SH SOLE 0 0 5 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 1312 23 SH SOLE 0 0 23 ISHARES TR US TREAS BD ETF US TREAS BD ETF 46429B267 765 32 SH SOLE 0 0 32 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 10793 135 SH SOLE 0 0 135 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 56045 668 SH SOLE 0 0 668 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 7242 80 SH SOLE 0 0 80 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 5617 80 SH SOLE 0 0 80 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 5397 107 SH SOLE 0 0 107 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 7393 80 SH SOLE 0 0 80 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 18121 363 SH SOLE 0 0 363 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 56195 162 SH SOLE 0 0 162 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1838 16 SH SOLE 0 0 16 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 3608 43 SH SOLE 0 0 43 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 3816 11 SH SOLE 0 0 11 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 353 7 SH SOLE 0 0 7 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1194 17 SH SOLE 0 0 17 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 10406 30 SH SOLE 0 0 30 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 2864 66 SH SOLE 0 0 66 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 9565 114 SH SOLE 0 0 114 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1160 23 SH SOLE 0 0 23 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1334 19 SH SOLE 0 0 19 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 1201 13 SH SOLE 0 0 13 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 11447 33 SH SOLE 0 0 33 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 1679 21 SH SOLE 0 0 21 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1539 17 SH SOLE 0 0 17 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 11075 132 SH SOLE 0 0 132 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1211 24 SH SOLE 0 0 24 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 81719 974 SH SOLE 0 0 974 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 14574 161 SH SOLE 0 0 161 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 14711 184 SH SOLE 0 0 184 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 89148 257 SH SOLE 0 0 257 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 24388 233 SH SOLE 0 0 233 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 7485 81 SH SOLE 0 0 81 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 11299 224 SH SOLE 0 0 224 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 52116 1044 SH SOLE 0 0 1044 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 11444 163 SH SOLE 0 0 163 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 11717 102 SH SOLE 0 0 102 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 3607 52 SH SOLE 0 0 52 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 3807 93 SH SOLE 0 0 93 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 23744 283 SH SOLE 0 0 283 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 23935 69 SH SOLE 0 0 69 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 4477 56 SH SOLE 0 0 56 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2371 47 SH SOLE 0 0 47 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 3802 42 SH SOLE 0 0 42 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2387 34 SH SOLE 0 0 34 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 634 7 SH SOLE 0 0 7 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 640 8 SH SOLE 0 0 8 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 421 6 SH SOLE 0 0 6 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 724 8 SH SOLE 0 0 8 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 800 10 SH SOLE 0 0 10 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 554 6 SH SOLE 0 0 6 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 555 11 SH SOLE 0 0 11 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 4950 59 SH SOLE 0 0 59 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5203 15 SH SOLE 0 0 15 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 562 8 SH SOLE 0 0 8 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 23935 69 SH SOLE 0 0 69 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4254 47 SH SOLE 0 0 47 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4204 92 SH SOLE 0 0 92 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 23912 285 SH SOLE 0 0 285 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 8550 197 SH SOLE 0 0 197 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 1034 9 SH SOLE 0 0 9 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2068 41 SH SOLE 0 0 41 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2177 31 SH SOLE 0 0 31 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4394 136 SH SOLE 0 0 136 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1810 20 SH SOLE 0 0 20 ISHARES TRUST DJ US TECHNOLOGY U.S. TECH ETF 464287721 2079 26 SH SOLE 0 0 26 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1053 15 SH SOLE 0 0 15 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 11100 32 SH SOLE 0 0 32 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 11159 133 SH SOLE 0 0 133 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 1059 21 SH SOLE 0 0 21 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 345 3 SH SOLE 0 0 3 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 4936 108 SH SOLE 0 0 108 ISHARES TR MSCI INTL VLU FT MSCI INTL VLU FT 46435G409 8384 378 SH SOLE 0 0 378 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 15773 188 SH SOLE 0 0 188 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 7325 91 SH SOLE 0 0 91 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 1795 44 SH SOLE 0 0 44 VANECK ETF TRUST INTRMDT MUNI ETF INTRMDT MUNI ETF 92189H201 7536 165 SH SOLE 0 0 165 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 2528 36 SH SOLE 0 0 36 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2081 6 SH SOLE 0 0 6 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 115 1 SH SOLE 0 0 1 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 362 4 SH SOLE 0 0 4 ISHARES TRUST CONVERTIBLE BOND ETF CONV BD ETF 46435G102 139 2 SH SOLE 0 0 2 ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF GSCI CMDTY STGY 46431W853 164 4 SH SOLE 0 0 4 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 452 14 SH SOLE 0 0 14 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 320 7 SH SOLE 0 0 7 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 281 4 SH SOLE 0 0 4 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 608 14 SH SOLE 0 0 14 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 1930 23 SH SOLE 0 0 23 MARATHON DIGITAL HOLDINGS INC COM COM 565788106 11 2 SH SOLE 0 0 2 INVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50 S&P 500 TOP 50 46137V233 33242 116 SH SOLE 0 0 116 ISHARES TR ESG MSCI LEADR ESG MSCI LEADR 46435U218 33461 504 SH SOLE 0 0 504 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 10184 204 SH SOLE 0 0 204 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 5142 103 SH SOLE 0 0 103 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 5042 101 SH SOLE 0 0 101 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 899 18 SH SOLE 0 0 18 ROYAL BANK OF CANADA MONTREAL QUE COM NPV ISIN #CA7800871021 SEDOL #2754383 COM 780087102 38072 393 SH SOLE 0 0 393 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 4588 142 SH SOLE 0 0 142 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 3881 42 SH SOLE 0 0 42 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 29832 86 SH SOLE 0 0 86 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 804 7 SH SOLE 0 0 7 ISHARES TR ESG MSCI LEADR ESG MSCI LEADR 46435U218 5577 84 SH SOLE 0 0 84 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 2472 49 SH SOLE 0 0 49 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 174 4 SH SOLE 0 0 4 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 4707 52 SH SOLE 0 0 52 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 1562 36 SH SOLE 0 0 36 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1260 39 SH SOLE 0 0 39 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 823 18 SH SOLE 0 0 18 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 562 8 SH SOLE 0 0 8 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 656 13 SH SOLE 0 0 13 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 5203 15 SH SOLE 0 0 15 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1177 13 SH SOLE 0 0 13 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 6041 72 SH SOLE 0 0 72 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 9281 184 SH SOLE 0 0 184 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 19148 419 SH SOLE 0 0 419 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 35892 719 SH SOLE 0 0 719 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 14416 156 SH SOLE 0 0 156 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 4825 42 SH SOLE 0 0 42 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 111755 1332 SH SOLE 0 0 1332 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 18828 208 SH SOLE 0 0 208 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF VAN FTSE DEV MKT 921943858 9425 231 SH SOLE 0 0 231 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 111348 321 SH SOLE 0 0 321 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 19644 608 SH SOLE 0 0 608 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 9970 142 SH SOLE 0 0 142 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 33403 415 SH SOLE 0 0 415 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 36239 835 SH SOLE 0 0 835 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 8672 25 SH SOLE 0 0 25 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 8642 103 SH SOLE 0 0 103 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 1417 31 SH SOLE 0 0 31 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 459 4 SH SOLE 0 0 4 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 3125 72 SH SOLE 0 0 72 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 843 12 SH SOLE 0 0 12 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 1583 49 SH SOLE 0 0 49 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 757 15 SH SOLE 0 0 15 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 1539 17 SH SOLE 0 0 17 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 5164 113 SH SOLE 0 0 113 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 8078 250 SH SOLE 0 0 250 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 9591 221 SH SOLE 0 0 221 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 36916 440 SH SOLE 0 0 440 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 4423 63 SH SOLE 0 0 63 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 4086 81 SH SOLE 0 0 81 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 5793 64 SH SOLE 0 0 64 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 37810 109 SH SOLE 0 0 109 ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND GLOBAL TECH ETF 464287291 457 10 SH SOLE 0 0 10 VANGUARD INDEX FUNDS S&P 500 ETF USD S&P 500 ETF SHS 922908363 2428 7 SH SOLE 0 0 7 ISHARES TR U.S. MED DVC ETF U.S. MED DVC ETF 464288810 252 5 SH SOLE 0 0 5 ISHARES INC ESG AWR MSCI EM ESG AWR MSCI EM 46434G863 452 14 SH SOLE 0 0 14 ISHARES TR 20 YR TR BD ETF 20 YR TR BD ETF 464287432 230 2 SH SOLE 0 0 2 ISHARES TR ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 2349 28 SH SOLE 0 0 28 ISHARES TR MSCI USA VALUE MSCI USA VALUE 46432F388 905 10 SH SOLE 0 0 10 ISHARES TR EAFE VALUE ETF EAFE VALUE ETF 464288877 955 22 SH SOLE 0 0 22 ARK ETF TR INNOVATION ETF INNOVATION ETF 00214Q104 16122 404 SH SOLE 0 0 404 VANGUARD MUN BD FDS TAX EXEMPT BD TAX EXEMPT BD 922907746 1248 25 SH SOLE 0 0 25 VANECK ETF TRUST INTRMDT MUNI ETF INTRMDT MUNI ETF 92189H201 17081 374 SH SOLE 0 0 374 ISHARES TR ESG MSCI LEADR ESG MSCI LEADR 46435U218 42357 638 SH SOLE 0 0 638 ISHARES TR ESG MSCI LEADR ESG MSCI LEADR 46435U218 17992 271 SH SOLE 0 0 271 VANECK ETF TRUST INTRMDT MUNI ETF INTRMDT MUNI ETF 92189H201 10732 235 SH SOLE 0 0 235 INVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50 S&P 500 TOP 50 46137V233 25791 90 SH SOLE 0 0 90 INVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50 S&P 500 TOP 50 46137V233 49003 171 SH SOLE 0 0 171 INVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50 S&P 500 TOP 50 46137V233 12609 44 SH SOLE 0 0 44