Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BRAUN-BOSTICH & ASSOCIATES INC 01-29-2024 12-31-2023 121 110,735,540
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS S&P 500 ETF SHS 1 $5,949,798 13,621 0.01 0.01 96 0.71 12-31-2023
ISHARES TR BLACKROCK ULTRA 2 $5,932,106 117,794 0.01 0.01 -1,398 -1.17 12-31-2023
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 3 $5,728,648 119,596 0.01 0.01 6,461 5.71 12-31-2023
ISHARES TR CORE US AGGBD ET 4 $5,119,414 51,581 0.00 0.01 -171 -0.33 12-31-2023
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