Aspiriant LLC’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
2026 Q1	$211M	Sell	4,233,953 -70,098	-2%	-$3.54M	6.02%	5
2025 Q4	$216M	Buy	4,304,051 +179,816	+4%	+$9.05M	6.22%	5
2025 Q3	$207M	Sell	4,124,235 -689,571	-14%	-$33.9M	6.32%	6
2025 Q2	$236M	Sell	4,813,806 -421,789	-8%	-$20.6M	7.5%	5
2025 Q1	$260M	Buy	5,235,595 +65,231	+1%	+$3.26M	9.02%	5
2024 Q4	$259M	Sell	5,170,364 -23,460	-0.5%	-$1.19M	9.36%	4
2024 Q3	$266M	Sell	5,193,824 -27,257	-0.5%	-$1.38M	10.08%	3
2024 Q2	$262M	Buy	5,221,081 +199,173	+4%	+$9.97M	10.67%	1
2024 Q1	$254M	Sell	5,021,908 -483,147	-9%	-$24.5M	10.52%	2
2023 Q4	$281M	Buy	5,505,055 +1,239,734	+29%	+$60.8M	12.66%	1
2023 Q3	$205M	Buy	4,265,321 +319,585	+8%	+$15.8M	10.5%	2
2023 Q2	$198M	Sell	3,945,736 -71,225	-2%	-$3.58M	10.02%	2
2023 Q1	$203M	Sell	4,016,961 -1,375,483	-26%	-$69M	10.65%	2
2022 Q4	$267M	Buy	5,392,444 +734,786	+16%	+$35.9M	13.6%	1
2022 Q3	$224M	Sell	4,657,658 -851,669	-15%	-$42.6M	10.97%	2
2022 Q2	$275M	Buy	5,509,327 +5,335,089	+3,062%	+$267M	13.27%	2
2022 Q1	$8.98M	Buy	174,238 +52,740	+43%	+$2.81M	0.49%	28
2021 Q4	$6.67M	Buy	121,498 +6,419	+6%	+$352K	0.36%	38
2021 Q3	$6.3M	Buy	115,079 +32,209	+39%	+$1.78M	0.37%	32
2021 Q2	$4.58M	Buy	82,870 +58,618	+242%	+$3.23M	0.26%	43
2021 Q1	$1.33M	Sell	24,252 -50,452	-68%	-$2.77M	0.08%	87
2020 Q4	$4.12M	Sell	74,704 -10,062	-12%	-$549K	0.28%	37
2020 Q3	$4.62M	Sell	84,766 -4,200	-5%	-$229K	0.36%	34
2020 Q2	$4.82M	Buy	88,966 +10,511	+13%	+$560K	0.45%	31
2020 Q1	$4.15M	Buy	+78,455	New	+$4.2M	0.41%	34