Bernard Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,750	Closed	-$86.8K	–	399
2025 Q1	$86.8K	Hold	1,750	–	–	0.04%	90
2024 Q4	$87.7K	Buy	+1,750	New	+$87.7K	0.04%	92