PIMCO ETF TR

Ticker: MUNI CUSIP: 72201R866 Class: ETF

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

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

Q4 2025
Shares 13,688 Value ($000) $717 Avg Close — Range —
Q3 2025
Shares 13,251 Value ($000) $693 Avg Close — Range —
Q2 2025
Shares 12,078 Value ($000) $620 Avg Close — Range —
Q1 2025
Shares 11,687 Value ($000) $602 Avg Close — Range —
Q4 2024
Shares 9,380 Value ($000) $485 Avg Close — Range —
Q3 2024
Shares 8,761 Value ($000) $464 Avg Close — Range —
Q2 2024
Shares 7,735 Value ($000) $403 Avg Close — Range —
Q1 2024
Shares 12,427 Value ($000) $652 Avg Close — Range —
Q4 2023
Shares 12,630 Value ($000) $667 Avg Close — Range —
Q3 2023
Shares 46,365 Value ($000) $2,321 Avg Close — Range —
Q2 2023
Shares 47,778 Value ($000) $2,477 Avg Close — Range —
Q1 2023
Shares 14,631 Value ($000) $765 Avg Close — Range —
Q4 2022
Shares 15,011 Value ($000) $771 Avg Close — Range —