Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
KOHMANN BOSSHARD FINANCIAL SERVICES LLC 10-12-2023 09-30-2023 187 580,544,346
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS MID CAP ETF 51 $1,854,416 8,905 0.00 0.00 1,720 23.94 09-30-2023
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 52 $1,836,521 88,850 0.00 0.00 7,103 8.69 09-30-2023
ISHARES TR CORE S&P SCP ETF 53 $1,817,079 19,263 0.00 0.00 194 1.02 09-30-2023
ISHARES TR CORE S&P MCP ETF 54 $1,789,585 7,177 0.00 0.00 -18 -0.25 09-30-2023
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