Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BURLESON & COMPANY LLC | 10-13-2022 | 09-30-2022 | 435 | 465,156,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | NATIONAL MUN ETF | 451 | $1,000 | 9 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 452 | $1,000 | 10 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 453 | $1,000 | 9 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
| ISHARES TR | CORE MSCI TOTAL | 454 | $1,000 | 22 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
