CBFP

Cedar Brook Financial Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-9,948	Closed	-$582K	–	392
2024 Q1	$582K	Buy	9,948 +53	+0.5%	+$3.1K	0.12%	186
2023 Q4	$586K	Buy	9,895 +104	+1%	+$6.16K	0.13%	166
2023 Q3	$560K	Buy	+9,791	New	+$560K	0.15%	153