US Treasury

CUSIP: 912797NU7 | 5 institutional holders

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Institutional Holders — Q3 2025

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Game Plan Financial Advisors, LLC4,900,000

2.0% of portfolio$4.9M

Kelleher Financial Advisors200,000

0.0% of portfolio$198.2K

Main Street Group, LTD50,000

0.0% of portfolio$49.5K

Vermillion Wealth Management, Inc.19,000

0.0% of portfolio$18.8K

				Style	Turnover	Location	Filed
Game Plan Financial Advisors, LLC	4,900,000	$4.9M	2.0%	Core	Medium	Westlake, OH	2025-10-29
Kelleher Financial Advisors	200,000	$198.2K	0.0%	Core	Medium	New York, NY	2025-11-14
Main Street Group, LTD	50,000	$49.5K	0.0%	ETF	Medium	Glen Allen, VA	2025-11-07
Vermillion Wealth Management, Inc.	19,000	$18.8K	0.0%	Value	Low	Rosemount, MN	2025-10-23