SOUNDMARK WEALTH MANAGEMENT, LLC

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Reported portfolio value by quarter (15 quarters reported)

$277M —

Q4 20 Q3 21 Q2 22 Q1 23 Q4 23 Q2 24

$157M in Q4 2020 → — now. Hover for any quarter.

Holdings

As reported for the quarter ended June 30, 2024. Activity is the change in share count since the prior quarter's filing.

Holding	% of portfolio	Activity	Shares	Value
N N/a	NaN%	New	0	—

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

quarter ended June 30, 2024 · filed July 25, 2024

Company	Action	Shares changed	Value of change	% of portfolio
DE Dimensional ETF Trust	Exited	−792,563	−$25.3M	—
Microsoft Corp	Exited	−37,453	−$15.8M	—
DE Dimensional ETF Trust	Exited	−506,788	−$13.6M	—
VB Vanguard Bd Index Fds	Exited	−173,339	−$13.1M	—
DE Dimensional ETF Trust	Exited	−505,211	−$12.9M	—
DE Dimensional ETF Trust	Exited	−264,524	−$10.8M	—
VI Vanguard Index Fds	Exited	−65,537	−$10.7M	—
VB Vanguard Bd Index Fds	Exited	−132,217	−$10.1M	—
IT Ishares Tr	Exited	−41,628	−$7.78M	—
VS Vanguard Scottsdale Fds	Exited	−94,935	−$7.64M	—

Showing the 10 largest of 71 changes.

quarter ended March 31, 2024 · filed April 11, 2024

Company	Action	Shares changed	Value of change	% of portfolio
VB Vanguard Bd Index Fds	Added	+55,163	+$4.16M	5.8%
VB Vanguard Bd Index Fds	Added	+39,413	+$3.02M	4.5%
DE Dimensional ETF Trust	Added	+74,157	+$1.98M	6.0%
SS Schwab Strategic Tr	New	+27,499	+$1.68M	0.7%
Microsoft Corp	Added	+2,621	+$1.1M	7.0%
VI Vanguard Index Fds	Added	+5,887	+$959K	4.7%
VW Vanguard Wellington Fd	Trimmed	−6,615	−$789K	1.1%
VI Vanguard Index Fds	Added	+3,257	+$745K	2.2%
VI Vanguard Intl Equity Index F	Added	+15,050	+$629K	1.7%
AC American Centy ETF Tr	Trimmed	−6,428	−$602K	1.4%

Showing the 10 largest of 61 changes.

quarter ended December 31, 2023 · filed January 10, 2024

Company	Action	Shares changed	Value of change	% of portfolio
DE Dimensional ETF Trust	Added	+34,698	+$886K	5.5%
VI Vanguard Index Fds	Added	+4,993	+$746K	4.4%
Splunk Inc	New	+3,057	+$466K	0.2%
AC American Centy ETF Tr	New	+7,358	+$445K	0.2%
VI Vanguard Index Fds	Trimmed	−991	−$433K	2.8%
DE Dimensional ETF Trust	Added	+15,590	+$381K	5.9%
DE Dimensional ETF Trust	Added	+12,882	+$377K	11.2%
DE Dimensional ETF Trust	Added	+12,874	+$375K	1.1%
VI Vanguard Index Fds	Added	+1,590	+$347K	3.1%
VI Vanguard Intl Equity Index F	Added	+6,920	+$284K	1.6%

Showing the 10 largest of 51 changes.

quarter ended September 30, 2023 · filed October 11, 2023

Company	Action	Shares changed	Value of change	% of portfolio
DE Dimensional ETF Trust	Added	+87,506	+$2.04M	5.2%
VB Vanguard Bd Index Fds	Added	+27,423	+$1.98M	4.8%
VI Vanguard Index Fds	Added	+7,172	+$989K	4.2%
VB Vanguard Bd Index Fds	Added	+10,507	+$790K	3.8%
VI Vanguard Index Fds	Added	+3,478	+$658K	2.0%
VI Vanguard Index Fds	Added	+1,513	+$594K	3.0%
VI Vanguard Intl Equity Index F	Added	+14,539	+$570K	1.5%
VS Vanguard Scottsdale Fds	Trimmed	−6,871	−$516K	3.4%
IT Ishares Tr	Added	+5,529	+$493K	2.9%
VW Vanguard Wellington Fd	Trimmed	−4,030	−$403K	1.6%

Showing the 10 largest of 52 changes.

quarter ended June 30, 2023 · filed July 14, 2023

Company	Action	Shares changed	Value of change	% of portfolio
DE Dimensional ETF Trust	Added	+40,123	+$974K	4.2%
VB Vanguard Bd Index Fds	Added	+10,862	+$817K	3.8%
VI Vanguard Index Fds	Added	+5,729	+$814K	3.8%
VB Vanguard Bd Index Fds	Added	+8,769	+$663K	3.4%
DE Dimensional ETF Trust	Added	+17,933	+$487K	11.5%
Nvidia Corporation	New	+718	+$304K	0.2%
VW Vanguard Wellington Fd	Trimmed	−2,999	−$299K	1.8%
DE Dimensional ETF Trust	Added	+11,501	+$268K	6.0%
Apple Inc	Added	+1,314	+$255K	1.4%
Microsoft Corp	Added	+653	+$222K	6.7%

Showing the 10 largest of 50 changes.

quarter ended March 31, 2023 · filed April 11, 2023

Company	Action	Shares changed	Value of change	% of portfolio
DE Dimensional ETF Trust	Added	+83,062	+$2M	3.9%
VI Vanguard Index Fds	Added	+11,468	+$1.58M	3.5%
DE Dimensional ETF Trust	Added	+27,556	+$702K	11.3%
Microsoft Corp	Trimmed	−2,386	−$688K	5.9%
VI Vanguard Intl Equity Index F	Added	+14,796	+$598K	1.2%
VI Vanguard Index Fds	Added	+1,568	+$590K	2.8%
VI Vanguard Index Fds	Added	+2,557	+$485K	1.6%
VS Vanguard Scottsdale Fds	Trimmed	−5,094	−$388K	4.0%
DE Dimensional ETF Trust	Trimmed	−10,608	−$355K	5.6%
DE Dimensional ETF Trust	Added	+10,895	+$272K	0.7%

Showing the 10 largest of 52 changes.

quarter ended December 31, 2022 · filed January 13, 2023

Company	Action	Shares changed	Value of change	% of portfolio
VS Vanguard Scottsdale Fds	Trimmed	−66,826	−$5.18M	4.9%
VB Vanguard Bd Index Fds	Added	+53,044	+$3.94M	3.8%
DE Dimensional ETF Trust	Added	+118,488	+$2.65M	2.7%
VS Vanguard Scottsdale Fds	Trimmed	−26,609	−$2M	4.5%
VI Vanguard Index Fds	Added	+5,810	+$1.07M	1.4%
VB Vanguard Bd Index Fds	Added	+12,686	+$955K	3.5%
VT Vanguard Tax-managed Fds	Trimmed	−19,268	−$809K	3.3%
VI Vanguard Index Fds	Added	+5,364	+$753K	2.7%
VI Vanguard Intl Equity Index F	Added	+18,671	+$728K	0.9%
DE Dimensional ETF Trust	New	+28,053	+$616K	0.4%

Showing the 10 largest of 52 changes.

quarter ended September 30, 2022 · filed October 12, 2022

Company	Action	Shares changed	Value of change	% of portfolio
VM Vanguard Mun Bd Fds	Added	+67,756	+$3.26M	2.9%
VS Vanguard Scottsdale Fds	Added	+41,472	+$3.14M	8.7%
VS Vanguard Scottsdale Fds	Added	+35,240	+$2.62M	6.2%
VB Vanguard Bd Index Fds	Added	+16,863	+$1.26M	3.1%
DE Dimensional ETF Trust	Added	+43,418	+$832K	0.9%
VI Vanguard Index Fds	Added	+5,479	+$677K	2.2%
VI Vanguard Index Fds	Trimmed	−4,442	−$565K	1.4%
DE Dimensional ETF Trust	New	+25,291	+$551K	0.4%
VW Vanguard Wellington Fd	Trimmed	−6,182	−$537K	2.5%
AC American Centy ETF Tr	Trimmed	−11,158	−$530K	1.1%

Showing the 10 largest of 49 changes.

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