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  Name: HALL KATHRYN A.
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $433,639,000
  Total Value Change : $79,253,000
  Securities Held Change : 3
   
All Securities Held : 53
  New Positions : 4
  Closed Positions : 1
  Increased Positions : 7
  Unchanged Positions : 37
  Decreased Positions : 5

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Holdings Found : 5     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (HEDJ)1 Year Chart         HEDJ Wisdomtree International He... 11 - $46.01 $7,915,000 163,870 1.83% 445,000 -10,450 0.576    N/A
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 40 - $198.73 $762,000 3,622 0.18% 3,000 -161 0    Closed - End Fund - E...
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 42 - $76.75 $712,000 9,293 0.16% -479,000 -6,167 0.002    Closed - End Fund - E...
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 46 - $104.68 $475,000 4,300 0.11% -1,522,000 -14,150 0.001    Closed - End Fund - E...
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 50 - $530.35 $239,000 430 0.06% -88,000 -215 0.001    Closed - End Fund - E...

      5 Records Found
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