Ea Series Trust shares owned by Holistic Planning
Quarter-by-quarter ownership of Ea Series Trust (BUXX) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in Ea Series Trust
Tip: Access up to 7 years of quarterly data
All positions including Ea Series Trust held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ea Series Trust by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 937k | 20.28 |
| 2025-06-30 | $20M | 988k | 20.32 |
| 2025-03-31 | $17M | 816k | 20.31 |
| 2024-12-31 | $12M | 569k | 20.28 |
| 2024-09-30 | $5.7M | 280k | 20.30 |
| 2024-06-30 | $4.2M | 208k | 20.22 |
| 2024-03-31 | $4.2M | 208k | 20.22 |