Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CYPRESS FINANCIAL PLANNING LLC | 04-12-2024 | 03-31-2024 | 67 | 218,633,972 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 1 | $31,219,609 | 387,773 | 0.01 | 0.02 | -37,906 | -8.90 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 2 | $31,040,549 | 59,043 | 0.01 | 0.02 | -3,708 | -5.91 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $20,153,662 | 401,707 | 0.01 | 0.01 | 82,954 | 26.02 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 4 | $18,045,459 | 233,417 | 0.01 | 0.01 | 60,665 | 35.12 | 03-31-2024 |
