Birchbrook, Inc.

Q4 2023 13F Holdings Report, Stock Holdings

Signature - Title
Jennifer Eastman - Chief Operating Officer and Chief Compliance Officer
Location
Bangor, ME
Holdings as of
December 31, 2023
Value $
$152M
Num holdings
306
Date filed
6/10/2025, 03:38 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VGIT, IGIB, VEA, TLT, and SCHX.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Jennifer Eastman Chief Operating Officer and Chief Compliance Officer Bangor, Maine 6/10/2025