Instuitional Investor - Pds Planning, Inc

Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
1,418,756 $67,958,419 7.74%
2.
Vanguard Index Fds
356,056 $64,079,354 7.29%
3. IEF 105,176 $50,235,284 5.72%
4. IEF 499,189 $49,544,531 5.64%
5. IEF 164,603 $45,619,650 5.19%