Instuitional Investor - Planning Alternatives Ltd V

Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 417,913 $234,825,521 36%
2. IEF 1,239,165 $72,305,277 11.08%
3.
Vanguard Tax-Managed Fds
1,302,890 $66,225,913 10.15%
4.
Vanguard Specialized Funds - DIV APP ETF
265,727 $51,548,391 7.9%
5. IEF 333,141 $34,836,529 5.34%