Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
KLINGMAN & ASSOCIATES LLC 01-29-2024 12-31-2023 225 1,362,146,767
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P500 ETF 1 $236,788,749 495,758 0.02 0.02 24,681 5.24 12-31-2023
VANGUARD MALVERN FDS STRM INFPROIDX 2 $69,208,429 1,457,326 0.01 0.00 242,202 19.93 12-31-2023
ISHARES TR CORE S&P MCP ETF 3 $68,942,418 248,755 0.01 0.00 17,668 7.65 12-31-2023
SPDR S&P 500 ETF TR TR UNIT 4 $59,834,405 125,885 0.00 0.00 -3,012 -2.34 12-31-2023
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