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  Name: Vertex Planning Partners LLC
  City: Downers Grove
  State: IL
  Zip: 60515
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $361,495,000
  Total Value Change : $23,924,000
  Securities Held Change : -2
   
All Securities Held : 153
  New Positions : 11
  Closed Positions : 13
  Increased Positions : 52
  Unchanged Positions : 22
  Decreased Positions : 68

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Holdings Found : 13     View All Holdings Currently Viewing:  Closed 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
   (USB)1 Year Chart         USB US Bancorp Delaware 160 Closed $40.53 $0 0 0% -228,000 -5,261 0    Domestic Regional Banks
   (OEF)1 Year Chart         OEF iShares S&P 100 Index 166 Closed $253.45 $0 0 0% -571,000 -2,556 0    Closed - End Fund - E...
   (TXN)1 Year Chart         TXN Texas Instruments Inc 159 Closed $199.18 $0 0 0% -220,000 -1,288 0    Semiconductor- Broad...
   (CORP)1 Year Chart         CORP Pimco Investment Grade Orate B 165 Closed $94.80 $0 0 0% -556,000 -5,721 0    Closed - End Fund - E...
   (CBND)1 Year Chart         CBND Spdr Barclays Capital Issue... 158 Closed $28.67 $0 0 0% -523,000 -17,784 0    N/A
   (XLG)1 Year Chart         XLG Invesco S&P 500 Top 50 ETF 164 Closed $43.53 $0 0 0% -1,092,000 -28,960 0    Closed - End Fund - E...
   (IPE)1 Year Chart         IPE Spdr Barclays Capital Tips Etf 157 Closed $25.25 $0 0 0% -253,000 -9,901 0    Closed - End Fund - E...
   (PAYX)1 Year Chart         PAYX Paychex Inc 163 Closed $124.23 $0 0 0% -204,000 -1,710 0    Staffing & Outsourcin...
   (LGLV)1 Year Chart         LGLV Spdr Russell 1000 Low Volat... 156 Closed $153.16 $0 0 0% -579,000 -3,995 0    N/A
   (JPGB)1 Year Chart         JPGB Jpmorgan Global Bond Opport... 162 Closed $0.00 $0 0 0% -236,000 -4,943 0    N/A
   (PFE)1 Year Chart         PFE Pfizer Inc 155 Closed $28.88 $0 0 0% -206,000 -7,140 0    Drug Manufacturers - ...
   (DLN)1 Year Chart         DLN WisdomTree LargeCap Dividen... 161 Closed $70.09 $0 0 0% -227,000 -3,419 0    Closed - End Fund - E...
   (SCHI)1 Year Chart         SCHI Schwab 5-10 Year Corporate ... 154 Closed $43.95 $0 0 0% -267,000 -5,935 0    N/A
      13 Records Found
  1    
Page 1 of 1
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