News + Filings Holdings
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Vertex Planning Partners, LLC
> MUNI
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | PIMCO ETF Trust | MUNI | 47,778 | 33,147 | 2,476,811,000 | 1,712,217,000 | $51,839.99 |
| 03/31/2023 | PIMCO ETF Trust | MUNI | 14,631 | 14,631 | 764,594,000 | 764,594,000 | $52,258.49 |
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