Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MUSTARD SEED FINANCIAL LLC 04-17-2024 03-31-2024 78 100,207,862
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD BD INDEX FDS SHORT TRM BOND 1 $13,015,045 169,754 0.01 169,754 +Inf 03-31-2024
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 2 $6,393,007 82,693 0.01 82,693 +Inf 03-31-2024
VANGUARD INDEX FDS VALUE ETF 3 $6,250,507 38,380 0.01 38,380 +Inf 03-31-2024
VANGUARD INDEX FDS GROWTH ETF 4 $5,258,732 15,278 0.01 15,278 +Inf 03-31-2024
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