CFA

Capstone Financial Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,167	Closed	-$247K	–	160
2024 Q1	$247K	Sell	4,167 -9,500	-70%	-$563K	0.02%	122
2023 Q4	$841K	Buy	+13,667	New	+$841K	0.06%	58