Level Wealth 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	$27.8M	Buy	377,840 +14,819	+4%	+$1.09M	16.18%	2
2025 Q1	$26.7M	Buy	363,021 +26,164	+8%	+$1.92M	17.45%	2
2024 Q4	$24.2M	Buy	+336,857	New	+$24.2M	17.11%	2