Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LIFE PLANNING PARTNERS INC | 01-19-2024 | 12-31-2023 | 263 | 101,628,406 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | Liquidated | $0 | 0 | 0.00 | 0.05 | 0 | 0.00 | 12-31-2023 |
| SPROTT PHYSICAL SILVER TRUST TRUST UNIT ISIN #CA85207K1075 SEDOL #B5THDS5 | PSLV | 202 | $46,178 | 5,715 | 0.00 | 5,715 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | Liquidated | $0 | 0 | 0.00 | 0.05 | 0 | 0.00 | 12-31-2023 |
| VERIZON COMMUNICATIONS INC | VZ | 204 | $45,052 | 1,195 | 0.00 | 1,195 | +Inf | 12-31-2023 |
