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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1451
Weatherly Asset Management
California
– -$232K -4,650 Closed
WTB
1452
Washington Trust Bank
Washington
– -$221K -4,426 Closed
1WA
1453
180 Wealth Advisors
Washington
– -$220K -4,400 Closed
FFB
1454
First Financial Bankshares
Texas
– -$216K -4,334 Closed
CMMS
1455
Comprehensive Money Management Services
Florida
– -$210K -4,210 Closed
WWM
1456
Walser Wealth Management
Florida
– -$207K -4,158 Closed
CAI
1457
Capital Advisors Inc
Oklahoma
– -$203K -4,069 Closed
FFL
1458
Financial Freedom LLC
Ohio
– -$137K -2,737 Closed
MWPCG
1459
Measured Wealth Private Client Group
New Hampshire
– -$104K -2,092 Closed
DI
1460
DAGCO Inc
Ohio
– -$102K -2,040 Closed
SIS
1461
Sound Income Strategies
Florida
– -$99.1K -1,985 Closed
CAM
1462
Clarity Asset Management
Iowa
– -$66.4K -1,330 Closed
KFA
1463
Kelleher Financial Advisors
New York
– -$50.8K -1,036 Closed
ADL
1464
Asset Dedication LLC
California
– -$50.6K -1,014 Closed
UFPG
1465
United Financial Planning Group
New York
– -$22.9K -458 Closed
MWA
1466
Merkkuri Wealth Advisors
New York
– -$21.9K -438 Closed
KFGG
1467
Keystone Financial Group (Georgia)
Georgia
– -$13.5K -271 Closed
QC
1468
Quent Capital
New York
– -$9.38K -188 Closed
M
1469
MOTCO
Texas
– -$5.64K -113 Closed
SN
1470
Sittner & Nelson
Oregon
– -$4.49K -90 Closed
QCG
1471
Quadrant Capital Group
Ohio
– -$2.15K -43 Closed
KFG
1472
Kingdom Financial Group
Arizona
– -$1.95K -39 Closed
LAS
1473
Lloyd Advisory Services
Georgia
– -$1.95K -39 Closed
NFSG
1474
Newbridge Financial Services Group
Florida
– -$1.45K -29 Closed
HAP
1475
Harbor Asset Planning
Massachusetts
– -$627 -13 Closed