First Heartland Consultants’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.4M	Buy	+14,187	New	+$1.4M	0.12%	128
2025 Q1	–	Sell	-12,694	Closed	-$1.26M	–	492
2024 Q4	$1.26M	Buy	12,694 +7,602	+149%	+$756K	0.13%	132
2024 Q3	$515K	Buy	+5,092	New	+$515K	0.06%	239