Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PULLEN INVESTMENT MANAGEMENT LLC 07-26-2024 06-30-2024 99 120,716,919
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 $8,581,190 17,158 0.01 0.01 465 2.79 06-30-2024
VANGUARD INDEX FDS TOTAL STK MKT 2 $5,889,456 22,016 0.00 0.00 794 3.74 06-30-2024
SCHWAB STRATEGIC TR US BRD MKT ETF 3 $4,850,750 77,155 0.00 0.00 -1,352 -1.72 06-30-2024
MICROSOFT CORP COM 4 $4,320,611 9,667 0.00 0.00 34 0.35 06-30-2024
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