LWM

Luminvest Wealth Management’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.16M	Buy	+11,904	New	+$1.16M	0.42%	20
2025 Q1	–	Sell	-3,717	Closed	-$370K	–	34
2024 Q4	$370K	Buy	+3,717	New	+$370K	0.15%	27