Instuitional Investor - Windward Private Wealth Management Inc.

Filing Period:
No. Security Ticker Shares Value % Port
1. BND 641,920 $49,440,689 20.72%
2.
Vanguard Tax-Managed Fds
590,682 $28,293,680 11.86%
3.
Vanguard Scottsdale Funds
337,177 $26,306,550 11.02%
4.
Vanguard Scottsdale Funds
275,866 $20,011,320 8.38%
5. BND 260,342 $19,884,922 8.33%