| Quarter | Holdings | Value ($000) | Form Type | Date Filed | Filing ID | Name |
|---|---|---|---|---|---|---|
| Q1 2023 | 36 | 108,956 | 13F-HR | 5/2/2023 | 000190930723000004 | Investments & Financial Planning, LLC |
| Q4 2022 | 36 | 102,055 | 13F-HR | 2/28/2023 | 000190930723000002 | Investments & Financial Planning, LLC |
| Q2 2022 | 34 | 97,064 | 13F-HR | 8/11/2022 | 000190930722000006 | Investments & Financial Planning, LLC |
| Q1 2022 | 33 | 114,389 | 13F-HR | 5/9/2022 | 000190930722000004 | Investments & Financial Planning, LLC |
| Q4 2021 | 32 | 111,396 | 13F-HR | 2/11/2022 | 000190930722000002 | Investments & Financial Planning, LLC |