VANGUARD TOTAL BOND MARKET - Security Detail

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$64.02B	-	1,415	-
2024-09-30	$69.66B	+8.8%	1,432	+1.2%
2024-12-31	$72.51B	+4.1%	1,134	-20.8%

Institution	Value	Shares	% of Portfolio
DIANA DAVIS SPENCER FOUNDATION	$115.6M	1,608K	40.8%
UNIVERSITY OF CHICAGO	$39.8M	552K	37.3%
SHERWOOD FINANCIAL PARTNERS, LLC	$32.5M	451K	32.2%
TEXAS TREASURY SAFEKEEPING TRUST CO	$855.8M	11,901K	28.5%
CBIZ INVESTMENT ADVISORY SERVICES, LLC	$450.8M	6,269K	22.5%
ARIZONA PSPRS TRUST	$678.4M	9,433K	21.9%
ESSENTIAL PLANNING, LLC.	$3352.9M	45,844K	21.8%
GLOBAL ENDOWMENT MANAGEMENT, LP	$167.9M	2,334K	21.5%
MALLINI COMPLETE FINANCIAL PLANNING LLC	$22.1M	306K	20.9%
SILVER OAK ADVISORY GROUP, INC.	$39.0M	542K	20.6%
CHANDLER ASSET MANAGEMENT, INC.	$107.6M	1,495K	20.6%
MCMORGAN & CO LLC	$131.9M	1,834K	20.4%
NEWTON ONE INVESTMENTS LLC	$51.5M	715K	19.8%
BLUESTEM FINANCIAL ADVISORS, LLC	$41.5M	577K	19.6%
GIBSON WEALTH ADVISORS LLC	$23.2M	322K	19.2%
GOLDEN BELL FINANCIAL PLANNING LLC	$18.0M	250K	18.1%
LEVEL WEALTH MANAGEMENT LLC	$24.2M	336K	17.1%
ALLGEN FINANCIAL ADVISORS, INC.	$49.9M	693K	16.7%
TENON FINANCIAL LLC	$21.5M	298K	13.9%
MCGRATH & ASSOCIATES, INC.	$6.9M	95K	13.9%
VOYA FINANCIAL ADVISORS, INC.	$118.7M	1,647K	12.9%
PARTNERS IN FINANCIAL PLANNING	$61.4M	853K	12.5%
VERMILLION WEALTH MANAGEMENT, INC.	$23.5M	326K	12.0%
MORNINGSTAR INVESTMENT SERVICES LLC	$128.9M	1,791K	11.7%
FINANCIAL ADVISORS NETWORK, INC.	$70.0M	973K	11.7%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
BNDX	US	VANGUARD TOTAL INTL BOND ETF	0.083	55	664
ZALT	US	INNOVATOR US EQ 10 BUFFER	0.079	3	38
VTEB	US	VANGUARD TAX-EXEMPT BOND ETF	0.073	62	852
SMTH	US	ALPS SMTH COR BD PLUS ETF	0.070	3	43
XTEN	US	BONDBLOXX BBG 10Y US TSY ETF	0.069	2	29
CCOR	US	CORE ALTERNATIVE ETF	0.067	2	30
QLTY	US	GMO U.S. QUALITY ETF	0.067	5	75
COMB	US	GRANITESHARES BCOM BROAD STR	0.067	2	30
VEA	US	VANGUARD FTSE DEVELOPED ETF	0.065	107	1650
BBRE	US	JPM BETABLDRS MSCI US REIT	0.064	3	47
VTI	US	VANGUARD TOTAL STOCK MKT ETF	0.063	137	2173
VWO	US	VANGUARD FTSE EMERGING MARKE	0.062	96	1543
MOTI	US	VANECK MSTAR INT MOAT ETF	0.060	3	50
BSV	US	VANGUARD SHORT-TERM BOND ETF	0.060	52	869
CMDY	US	ISHARES BLOOMBERG ROLL SELEC	0.058	3	52
VXUS	US	VANGUARD TOTAL INTL STOCK	0.057	52	908
AVRE	US	AVANTIS REAL ESTATE ETF	0.057	5	88
MUB	US	ISHARES NATIONAL MUNI BOND E	0.056	59	1051
DFAC	US	DIMENSIONAL US CORE EQUITY 2	0.055	39	712
AVUV	US	AVANTIS US SMALL CAP VALUE	0.054	30	553
PZT	US	INVESCO NEW YORK AMT-FREE MU	0.054	2	37
AVLV	US	AVANTIS US LARGE CAP VALUE	0.053	14	262
DFCF	US	DIMENSIONAL CORE FIXED INC	0.053	15	284
EMXF	US	ISHARES ESG ADV MSCI EM ETF	0.053	2	38
VOO	US	VANGUARD S&P 500 ETF	0.052	119	2296