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Instuitional Investor - Planning Alternatives Ltd V

Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
1. IEF 394,822 $106,148 18.95%
Vanguard Tax Managed Int
1,520,485 $68,209 12.17%
Vanguard Specialized Fun
459,502 $46,883 8.37%
4. FNDF 718,856 $46,381 8.28%
5. BND 447,576 $36,509 6.51%