Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ORGEL WEALTH MANAGEMENT LLC 10-26-2023 09-30-2023 78 2,958,074,486
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD MUN BD FDS TAX EXEMPT BD 1 $451,625,667 9,389,307 0.02 0.02 -4,011 -0.04 09-30-2023
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 2 $369,051,150 6,407,138 0.01 0.01 -91,627 -1.41 09-30-2023
VANGUARD BD INDEX FDS TOTAL BND MRKT 3 $337,949,337 4,843,069 0.01 0.01 75,760 1.59 09-30-2023
SCHWAB STRATEGIC TR US DIVIDEND EQ 4 $289,969,013 4,097,923 0.01 0.01 -31,370 -0.76 09-30-2023
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