Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
KOHMANN BOSSHARD FINANCIAL SERVICES LLC 04-07-2020 03-31-2020 110 227,369,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SCHWAB STRATEGIC TR US AGGREGATE B 1 $18,971,000 349,565 8.34 7.41 -26,838 -7.13 03-31-2020
SCHWAB STRATEGIC TR US LRG CAP ETF 2 $18,095,000 295,424 7.96 10.25 -66,743 -18.43 03-31-2020
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 3 $15,698,000 198,456 6.90 6.53 -20,044 -9.17 03-31-2020
SCHWAB STRATEGIC TR INTL EQTY ETF 4 $13,305,000 514,908 5.85 7.49 -89,269 -14.78 03-31-2020
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