Synergy Investment Management’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	–	Sell	-3,293	Closed	-$163K	–	563
2025 Q1	$163K	Sell	3,293 -58	-2%	-$2.88K	0.07%	137
2024 Q4	$168K	Buy	+3,351	New	+$168K	0.07%	134