Capital Planning LLC Vanguard Bd Index Fd Inc Total Transaction History

Capital Planning LLC

$343 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 07, 2022	SELL	$70.77 - $77.08 $5.75 Million - $6.26 Million	-81,247 Reduced 94.82%	4,437 $316,000
Q2 2022 Jul 22, 2022	BUY	$73.3 - $79.23 $3.71 Million - $4.01 Million	50,598 Added 144.21%	85,684 $6.45 Million
Q1 2022 Apr 22, 2022	SELL	$78.72 - $84.18 $462,086 - $494,136	-5,870 Reduced 14.33%	35,086 $2.79 Million
Q4 2021 Jan 31, 2022	BUY	$84.47 - $85.89 $606,916 - $617,119	7,185 Added 21.28%	40,956 $3.47 Million
Q3 2021 Oct 19, 2021	BUY	$85.45 - $86.85 $98,780 - $100,398	1,156 Added 3.54%	33,771 $2.89 Million
Q2 2021 Jul 21, 2021	BUY	$84.67 - $85.92 $447,396 - $454,001	5,284 Added 19.33%	32,615 $2.8 Million
Q1 2021 Apr 22, 2021	SELL	$84.36 - $88.07 $305,383 - $318,813	-3,620 Reduced 11.7%	27,331 $2.32 Million
Q4 2020 Feb 16, 2021	BUY	$87.44 - $88.49 $2.71 Million - $2.74 Million	30,951 New	30,951 $2.73 Million

Others Institutions Holding BND

# of Institutions

1,568

Shares Held

948M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$7.91 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.14 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.53 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.34 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.54 Billion
0.07% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

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