Silver Oak Advisory Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.2M	Buy	204,877 +6,057	+3%	+$306K	4.41%	7
2025 Q4	$10M	Buy	198,820 +5,653	+3%	+$284K	4.52%	7
2025 Q3	$9.67M	Sell	193,167 -15,789	-8%	-$776K	4.38%	7
2025 Q2	$10.2M	Sell	208,956 -23,548	-10%	-$1.15M	4.96%	6
2025 Q1	$11.5M	Sell	232,504 -6,563	-3%	-$328K	6.13%	4
2024 Q4	$12M	Buy	239,067 +164	+0.1%	+$8.29K	6.34%	4
2024 Q3	$12.2M	Buy	238,903 +3,127	+1%	+$158K	6.26%	4
2024 Q2	$11.8M	Buy	235,776 +8,895	+4%	+$445K	6.56%	4
2024 Q1	$11.5M	Buy	226,881 +7,969	+4%	+$404K	6.44%	4
2023 Q4	$11.2M	Sell	218,912 -7,072	-3%	-$347K	6.56%	4
2023 Q3	$10.9M	Buy	225,984 +26,560	+13%	+$1.32M	7.04%	4
2023 Q2	$10M	Buy	199,424 +3,044	+2%	+$153K	6.55%	4
2023 Q1	$9.95M	Sell	196,380 -1,706	-0.9%	-$85.6K	6.69%	4
2022 Q4	$9.8M	Sell	198,086 -2,402	-1%	-$117K	6.91%	4
2022 Q3	$9.65M	Buy	200,488 +6,276	+3%	+$314K	7.24%	4
2022 Q2	$9.7M	Buy	194,212 +3,439	+2%	+$172K	6.87%	4
2022 Q1	$9.83M	Buy	190,773 +6,160	+3%	+$328K	6.42%	4
2021 Q4	$10.1M	Buy	+184,613	New	+$10.1M	6.42%	4