Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
KEYSTONE FINANCIAL PLANNING INC 05-04-2020 03-31-2020 44 174,713,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SCHWAB US DIVIDEND US DIVIDEND EQ 1 $19,542,000 434,467 11.19 5.29 229,967 112.45 03-31-2020
VANG HIGH DIV YLD HIGH DIV YLD 2 $7,299,000 103,171 4.18 4.37 -1,402 -1.34 03-31-2020
PFIZER INC COM 3 $7,291,000 223,369 4.17 3.75 8,967 4.18 03-31-2020
AT&T COM 4 $7,017,000 240,712 4.02 4.10 5,468 2.32 03-31-2020
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