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Value $
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$381M
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Signature - Title
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Michael D. Miller - Chief Compliance Officer
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Location
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Bellevue, WA
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Summary
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This page shows a list of all the recent 13F filings made by Capital Planning LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Capital Planning LLC reported 90 stock holdings with total value $381M as of Q4 2024. Top holdings included IVV, SCHG, MSFT, DGRO, and PWR.