Sensible Financial Planning & Management, Llc. Closed Holding Positions

Sensible Financial Planning & Management, Llc.

$507 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
AGG Ishares Core U.S. Aggregate Bo ETFs	Q2 2022 Filed on Aug 04, 2022	5,621	$99.01 - $106.84 $557K - $601K
MUB Ishares National Muni Bond ETF ETFs	Q2 2022 Filed on Aug 04, 2022	2,085	$104.73 - $109.51 $218K - $228K
BND Vanguard Bd Index Fd Inc Total ETFs	Q2 2022 Filed on Aug 04, 2022	63,337	$73.3 - $79.23 $4.64M - $5.02M
SCZ Ishares Tr Msci Eafe Small Cap ETFs	Q4 2021 Filed on Feb 11, 2022	2,707	$70.21 - $77.4 $190K - $210K
MRK Merck & Co., Inc. Healthcare	Q2 2021 Filed on Jul 29, 2021	3,125	$70.31 - $77.77 $220K - $243K
TSLA Tesla, Inc. Consumer Cyclical	Q1 2021 Filed on May 17, 2021	351	$563.0 - $883.09 $198K - $310K
Cabot Microelectronics Corp	Q3 2020 Filed on Nov 06, 2020	15,906	N/A
BHK Blackrock Core Bond Trust Financial Services	Q1 2020 Filed on May 07, 2020	11,693	$11.92 - $15.69 $139K - $183K
KO Coca Cola CO Consumer Defensive	Q1 2020 Filed on May 07, 2020	4,072	$37.56 - $60.13 $153K - $245K
PEP Pepsico Inc Consumer Defensive	Q1 2020 Filed on May 07, 2020	1,630	$103.93 - $146.99 $169K - $240K
PG Procter & Gamble CO Consumer Defensive	Q1 2020 Filed on May 07, 2020	3,122	$97.7 - $127.14 $305K - $397K
VNQI Vanguard Global Ex U.S. Real ETFs	Q1 2020 Filed on May 07, 2020	4,104	$36.77 - $59.64 $151K - $245K
Advent Clay Conv Sec Inc Fd	Q3 2018 Filed on Oct 29, 2018	11,715	N/A
STPZ Pimco ETF Tr 1 5 Yr Us Tips In ETFs	Q2 2018 Filed on Aug 07, 2018	3,987	N/A
EW Edwards Lifesciences Corp Healthcare	Q4 2017 Filed on Feb 13, 2018	1,988	$33.79 - $39.39 $67.2K - $78.3K
Cimpress N V	Q3 2017 Filed on Nov 01, 2017	2,980	N/A

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