PIMCO ETF TR

Ticker: STPZ CUSIP: 72201R205 Class: 1-5 US TIP IDX

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 8,225 Value ($000) $441 Avg Close — Range —
Q3 2025
Shares 8,469 Value ($000) $459 Avg Close — Range —
Q2 2025
Shares 8,405 Value ($000) $452 Avg Close — Range —
Q1 2025
Shares 7,405 Value ($000) $400 Avg Close — Range —
Q4 2024
Shares 8,272 Value ($000) $433 Avg Close — Range —
Q3 2024
Shares 8,438 Value ($000) $446 Avg Close — Range —
Q2 2024
Shares 9,405 Value ($000) $486 Avg Close — Range —
Q1 2024
Shares 11,565 Value ($000) $596 Avg Close — Range —
Q4 2023
Shares 11,565 Value ($000) $592 Avg Close — Range —
Q3 2023
Shares 11,989 Value ($000) $601 Avg Close — Range —
Q2 2023
Shares 11,861 Value ($000) $597 Avg Close — Range —
Q1 2023
Shares 8,882 Value ($000) $453 Avg Close — Range —