Dimension Capital Management’s Vanguard Total Bond Market BND Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$260K	Hold	3,530	–	–	0.04%	100
2025 Q1	$259K	Hold	3,530	–	–	0.05%	92
2024 Q4	$254K	Hold	3,530	–	–	0.04%	94
2024 Q3	$265K	Sell	3,530 -1,815	-34%	-$136K	0.05%	84
2024 Q2	$385K	Hold	5,345	–	–	0.08%	75
2024 Q1	$388K	Hold	5,345	–	–	0.08%	77
2023 Q4	$393K	Buy	5,345 +20	+0.4%	+$1.47K	0.08%	73
2023 Q3	$372K	Sell	5,325 -20	-0.4%	-$1.4K	0.09%	63
2023 Q2	$389K	Hold	5,345	–	–	0.08%	71
2023 Q1	$395K	Hold	5,345	–	–	0.09%	71
2022 Q4	$384K	Hold	5,345	–	–	0.09%	75
2022 Q3	$381K	Hold	5,345	–	–	0.09%	76
2022 Q2	$403K	Sell	5,345 -242	-4%	-$18.2K	0.09%	74
2022 Q1	$445K	Hold	5,587	–	–	0.08%	77
2021 Q4	$473K	Hold	5,587	–	–	0.09%	75
2021 Q3	$478K	Hold	5,587	–	–	0.1%	74
2021 Q2	$480K	Sell	5,587 -2,402	-30%	-$206K	0.1%	72
2021 Q1	$676K	Hold	7,989	–	–	0.16%	57
2020 Q4	$704K	Hold	7,989	–	–	0.2%	48
2020 Q3	$704K	Hold	7,989	–	–	0.22%	49
2020 Q2	$705K	Sell	7,989 -4,717	-37%	-$416K	0.22%	49
2020 Q1	$1.08M	Hold	12,706	–	–	0.39%	37
2019 Q4	$1.07M	Buy	12,706 +698	+6%	+$58.6K	0.31%	42
2019 Q3	$1.01M	Hold	12,008	–	–	0.35%	36
2019 Q2	$998K	Hold	12,008	–	–	0.34%	36
2019 Q1	$975K	Buy	+12,008	New	+$975K	0.41%	38
2018 Q2	–	Sell	-12,008	Closed	-$960K	–	82
2018 Q1	$960K	Hold	12,008	–	–	0.54%	32
2017 Q4	$979K	Hold	12,008	–	–	0.62%	29
2017 Q3	$984K	Hold	12,008	–	–	0.31%	30
2017 Q2	$983K	Buy	+12,008	New	+$983K	0.32%	32