Americana Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-18,235	Closed	-$913K	–	503
2025 Q3	$913K	Hold	18,235	–	–	0.03%	267
2025 Q2	$894K	Hold	18,235	–	–	0.03%	258
2025 Q1	$905K	Sell	18,235 -2,091	-10%	-$105K	0.04%	225
2024 Q4	$1.02M	Sell	20,326 -1,950	-9%	-$98.6K	0.04%	218
2024 Q3	$1.14M	Sell	22,276 -9,305	-29%	-$472K	0.08%	184
2024 Q2	$1.58M	Buy	31,581 +9,305	+42%	+$466K	0.12%	151
2024 Q1	$1.13M	Sell	22,276 -55,173	-71%	-$2.8M	0.09%	169
2023 Q4	$3.95M	Sell	77,449 -11,385	-13%	-$558K	0.38%	77
2023 Q3	$4.27M	Buy	88,834 +12,948	+17%	+$641K	0.46%	61
2023 Q2	$3.81M	Buy	75,886 +36,139	+91%	+$1.82M	0.49%	52
2023 Q1	$2.01M	Buy	39,747 +19,572	+97%	+$982K	0.32%	86
2022 Q4	$998K	Hold	20,175	–	–	0.17%	122
2022 Q3	$971K	Buy	+20,175	New	+$1.01M	0.17%	117