L.M. Kohn & Company’s Vanguard Total Bond Market BND Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,618	Closed	-$266K	–	140
2025 Q2	$266K	Sell	3,618 -250	-6%	-$18.2K	0.07%	225
2025 Q1	$284K	Sell	3,868 -325	-8%	-$23.6K	0.07%	209
2024 Q4	$302K	Sell	4,193 -790	-16%	-$57.8K	0.08%	188
2024 Q3	$374K	Buy	4,983 +300	+6%	+$22.2K	0.09%	179
2024 Q2	$337K	Sell	4,683 -5	-0.1%	-$358	0.09%	189
2024 Q1	$340K	Buy	4,688 +705	+18%	+$51.2K	0.1%	184
2023 Q4	$293K	Sell	3,983 -128	-3%	-$9.04K	0.09%	185
2023 Q3	$287K	Hold	4,111	–	–	0.1%	176
2023 Q2	$299K	Buy	4,111 +128	+3%	+$9.38K	0.11%	167
2023 Q1	$294K	Hold	3,983	–	–	0.12%	164
2022 Q4	$286K	Sell	3,983 -78	-2%	-$5.59K	0.13%	161
2022 Q3	$290K	Hold	4,061	–	–	0.14%	154
2022 Q2	$306K	Hold	4,061	–	–	0.14%	163
2022 Q1	$324K	Buy	+4,061	New	+$332K	0.12%	180