Single Point Partners’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
2026 Q1	$3.68M	Buy	49,927 +1,962	+4%	+$146K	0.73%	24
2025 Q4	$3.55M	Buy	47,965 +317	+0.7%	+$23.6K	0.7%	24
2025 Q3	$3.54M	Buy	47,648 +22,672	+91%	+$1.67M	0.72%	24
2025 Q2	$1.84M	Sell	24,976 -1,390	-5%	-$101K	0.4%	28
2025 Q1	$1.94M	Buy	26,366 +505	+2%	+$36.6K	0.45%	28
2024 Q4	$1.86M	Buy	+25,861	New	+$1.89M	0.43%	28
2024 Q2	–	Sell	-37,273	Closed	-$2.71M	–	37
2024 Q1	$2.71M	Buy	37,273 +3,576	+11%	+$260K	0.63%	27
2023 Q4	$2.48M	Sell	33,697 -3,373	-9%	-$238K	0.62%	29
2023 Q3	$2.59M	Buy	+37,070	New	+$2.65M	0.68%	28
2023 Q2	–	Sell	-32,786	Closed	-$2.42M	–	80
2023 Q1	$2.42M	Buy	32,786 +2,431	+8%	+$178K	0.53%	32
2022 Q4	$2.18M	Sell	30,355 -1,723	-5%	-$123K	0.52%	30
2022 Q3	$2.29M	Buy	32,078 +20,264	+172%	+$1.52M	0.63%	28
2022 Q2	$889K	Buy	+11,814	New	+$899K	0.24%	39