ORG Wealth Partners’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	$196K	Hold	4,000	–	–	0.05%	181
2025 Q1	$199K	Sell	4,000 -1,326	-25%	-$65.9K	0.06%	187
2024 Q4	$267K	Buy	+5,326	New	+$267K	0.08%	106