HYMAN CHARLES D Last Quarter Change: USA ETF, Added

HYMAN CHARLES D quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2024-03-31 to 2024-06-30, HYMAN CHARLES D opened 8 positions, added to 6, reduced 7, sold out of 8 and left 21 unchanged. The largest increase in value was MDY (+$41,330,000); the largest decrease was MDY (-$42,696,000).

QQQ: Country of operation —; Class UNIT SER 1; Shares 2024-03-31 9,111; Shares 2024-06-30 10,054.
XLK: Country of operation —; Class TECHNOLOGY; Shares 2024-03-31 1,181; Shares 2024-06-30 1,328.
IWF: Country of operation —; Class RUS 1000 GRW ETF; Shares 2024-03-31 1,324; Shares 2024-06-30 1,327.
XLF: Country of operation —; Class FINANCIAL; Shares 2024-03-31 15,282; Shares 2024-06-30 16,322.

Two Form 13F-HR filings compared (SEC CIK 1135077): 2024-03-31 (filed 2024-05-07) and 2024-06-30 (filed 2024-07-25). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Class	Shares 2024-03-31	Shares 2024-06-30	Share change	Value 2024-03-31	Value 2024-06-30	Value change
QQQ INVESCO QQQ TR	UNIT SER 1	9,111	10,054	+943	$4,045,000	$4,817,000	+$772,000
XLK SELECT SECTOR SPDR TR	TECHNOLOGY	1,181	1,328	+147	$246,000	$300,000	+$54,000
IWF ISHARES TR	RUS 1000 GRW ETF	1,324	1,327	+3	$446,000	$484,000	+$38,000
XLF SELECT SECTOR SPDR TR	FINANCIAL	15,282	16,322	+1,040	$644,000	$671,000	+$27,000
VYM VANGUARD WHITEHALL FDS	HIGH DIV YLD	4,283	4,286	+3	$518,000	$508,000	-$10,000
IEFA ISHARES TR	CORE MSCI EAFE	4,167	4,194	+27	$309,000	$305,000	-$4,000

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