Baron Silver Stevens Financial Advisors’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	$10.3M	Buy	207,164 +11,422	+6%	+$577K	1.5%	19
2025 Q4	$9.84M	Buy	195,742 +11,651	+6%	+$586K	1.42%	20
2025 Q3	$9.22M	Sell	184,091 -17,888	-9%	-$879K	1.35%	21
2025 Q2	$9.9M	Sell	201,979 -84,909	-30%	-$4.15M	1.59%	18
2025 Q1	$14.2M	Sell	286,888 -21,682	-7%	-$1.08M	2.49%	14
2024 Q4	$15.5M	Buy	308,570 +2,178	+0.7%	+$110K	2.63%	13
2024 Q3	$15.7M	Buy	306,392 +11,536	+4%	+$585K	2.73%	13
2024 Q2	$14.8M	Buy	294,856 +20,353	+7%	+$1.02M	2.8%	13
2024 Q1	$13.9M	Buy	274,503 +1,668	+0.6%	+$84.5K	2.68%	14
2023 Q4	$13.9M	Sell	272,835 -43,808	-14%	-$2.15M	2.92%	14
2023 Q3	$15.2M	Sell	316,643 -48,532	-13%	-$2.4M	3.45%	10
2023 Q2	$18.3M	Buy	365,175 +17,518	+5%	+$880K	4.02%	8
2023 Q1	$17.6M	Sell	347,657 -15,917	-4%	-$799K	4.59%	6
2022 Q4	$18M	Buy	363,574 +121,511	+50%	+$5.94M	4.43%	8
2022 Q3	$8.53K	Buy	242,063 +55,944	+30%	+$2.8M	2.32%	15
2022 Q2	$9.29M	Buy	186,119 +92,894	+100%	+$4.66M	2.4%	14
2022 Q1	$4.8M	Sell	93,225 -52,203	-36%	-$2.78M	1.13%	21
2021 Q4	$7.99M	Buy	145,428 +34,516	+31%	+$1.89M	1.89%	17
2021 Q3	$6.07M	Buy	110,912 +38,506	+53%	+$2.13M	1.62%	18
2021 Q2	$4M	Buy	+72,406	New	+$3.99M	1.09%	20
2021 Q1	–	Sell	-8,767	Closed	-$483K	–	467
2020 Q4	$483K	Buy	+8,767	New	+$479K	0.17%	36