Cypress Financial Planning LLC Vanguard Bd Index Fd Inc Total Transaction History

Cypress Financial Planning LLC

$270 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 16, 2024	SELL	$70.55 - $72.66 $369,470 - $380,520	-5,237 Reduced 60.51%	3,418 $246,000
Q1 2024 Apr 12, 2024	BUY	$71.76 - $73.66 $369,564 - $379,349	5,150 Added 146.93%	8,655 $628,000
Q4 2023 Jan 09, 2024	SELL	$68.04 - $73.9 $6,327 - $6,872	-93 Reduced 2.58%	3,505 $257,000
Q3 2023 Oct 10, 2023	BUY	$69.63 - $72.91 $6,266 - $6,561	90 Added 2.57%	3,598 $251,000
Q2 2023 Jul 11, 2023	BUY	$72.23 - $74.46 $10,545 - $10,871	146 Added 4.34%	3,508 $254,000
Q1 2023 Apr 07, 2023	BUY	$71.33 - $74.57 $14,194 - $14,839	199 Added 6.29%	3,362 $248,000
Q4 2022 Jan 30, 2023	SELL	$69.38 - $73.88 $105,804 - $112,667	-1,525 Reduced 32.53%	3,163 $227,000
Q3 2022 Oct 13, 2022	BUY	$70.77 - $77.08 $6,510 - $7,091	92 Added 2.0%	4,688 $334,000
Q2 2022 Jul 20, 2022	BUY	$73.3 - $79.23 $336,886 - $364,141	4,596 New	4,596 $346,000

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

Ticker BND
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