CPWM

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$798K	Buy	+16,272	New	+$798K	0.19%	46
2021 Q4	–	Sell	-244	Closed	-$13K	–	154
2021 Q3	$13K	Buy	244 +208	+578%	+$11.1K	0.01%	105
2021 Q2	$2K	Buy	+36	New	+$2K	﹤0.01%	185