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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RLIM
1401
Red Lighthouse Investment Management
New York
– -$165K -3,284 Closed
BOK Financial
1402
BOK Financial
Oklahoma
– -$142K -2,823 Closed
WWM
1403
Woodside Wealth Management
Massachusetts
– -$127K -2,532 Closed
TPBG
1404
Turning Point Benefit Group
Maryland
– -$84.2K -1,674 Closed
PFG
1405
Premier Financial Group
California
– -$39.7K -788 Closed
CIA
1406
Cape Investment Advisory
Georgia
– -$29.3K -583 Closed
AW
1407
Affinity Wealth
Ohio
– -$28.9K -575 Closed
EWA
1408
EQ Wealth Advisors
Texas
– -$19.8K -393 Closed
CA
1409
Centerpoint Advisors
Massachusetts
– -$19K -374 Closed
KG
1410
Kilter Group
New York
– -$13.9K -276 Closed
PP
1411
PFS Partners
New Jersey
– -$12.1K -240 Closed
WPA
1412
Wealth Preservation Advisors
Tennessee
– -$7.84K -156 Closed
CAM
1413
Costello Asset Management
Pennsylvania
– -$5.2K -103 Closed
S
1414
Sachetta
Massachusetts
– -$5.2K -103 Closed
TAM
1415
Tucker Asset Management
Colorado
– -$3.67K -73 Closed
BGWM
1416
Bridge Generations Wealth Management
Florida
– -$2.06K -41 Closed
NL
1417
NorthAvenue LLC
Ohio
– -$403 -8 Closed
SWM
1418
SHP Wealth Management
Massachusetts
– -$402 -8 Closed
OC
1419
Optima Capital
Oregon
– -$151 -3 Closed
YAL
1420
Your Advocates Ltd
Texas
– -$50 -1 Closed