BEACON FINANCIAL PLANNING, INC: VONG position timeline

BEACON FINANCIAL PLANNING, INC held 13,553 VONG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 13,553 shares

   Change vs previous 13F +1,375 shares

   0.59% of the 13F portfolio, value $1,732,175.

   13F-HR 0001951757-26-001104 filed by BEACON FINANCIAL PLANNING, INC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 12,178 shares

   Change vs previous 13F +4,555 shares

   0.52% of the 13F portfolio, value $1,335,781.

   13F-HR 0001951757-26-000700 filed by BEACON FINANCIAL PLANNING, INC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 7,623 shares

   Change vs previous 13F +3,222 shares

   0.45% of the 13F portfolio, value $928,125.

   13F-HR 0001951757-26-000272 filed by BEACON FINANCIAL PLANNING, INC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 4,401 shares

   Change vs previous 13F +2,154 shares

   0.27% of the 13F portfolio, value $530,265.

   13F-HR 0001951757-25-001191 filed by BEACON FINANCIAL PLANNING, INC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 2,247 shares

   Change vs previous 13F not available

   0.14% of the 13F portfolio, value $245,323.

   13F-HR 0001951757-25-000837 filed by BEACON FINANCIAL PLANNING, INC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).