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Vanguard Core Tax-Exempt Bond Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 32,526 | $2.48M | $2.34M | -$141,776.93 | -5.71% |
| BS Barrett Schultz Ashton Thomas Securities LLC | 645 | $49,278 | $46,781.85 | -$2,496.15 | -5.07% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,055 | $305,138.75 | $292,122.2 | -$13,016.55 | -4.27% |
 Daniel L. Lippincott Karpus Management Inc. | 613,630 | $46.2M | $44.57M | -$1.63M | -3.53% |
| JK Jonathan Kolle SMITHBRIDGE ASSET MANAGEMENT Inc./DE | 35,353 | $2.67M | $2.55M | -$122,814.42 | -4.6% |
| DH Doug Hutchinson Wrapmanager Inc | 3,862 | $295,056.8 | $280,574.3 | -$14,482.5 | -4.91% |
| JPC Joseph P. Condren Opus Capital Group LLC | 248,789 | $18.49M | $18.07M | -$414,431.09 | -2.24% |
 Cole Holmlund Alaethes Wealth LLC | 160,419 | $12.26M | $11.65M | -$603,175.44 | -4.92% |
 Kimberly Cappellano Private Wealth Asset Management LLC | 8,576 | $650,210.9 | $623,132.16 | -$27,078.74 | -4.16% |
 Robert Tutela Essex LLC | 26,409 | $1.89M | $1.92M | $28,785.81 | 1.52% |
 Bobby Adusumilli SJS Investment Consulting Inc. | 20,403 | $1.52M | $1.48M | -$37,651.83 | -2.48% |
 William Reid Culp III TAGStone Capital Inc. | 95,674 | $7.13M | $6.96M | -$173,896.3 | -2.44% |
 Dominic Corabi Wedmont Private Capital | 15,153 | $1.12M | $1.1M | -$21,517.28 | -1.92% |
 Clint Dunn Beaird Harris Wealth Management LLC | 55,414 | $4.2M | $4.02M | -$178,054.02 | -4.24% |
 Jennifer Carlson Gould Capital LLC | 1,650 | $124,690.5 | $119,880.75 | -$4,809.75 | -3.86% |
 Kathleen Thornhill Confluence Wealth Services Inc. | 329,907 | $24.96M | $23.95M | -$1.01M | -4.06% |
| TL Tradewinds LLC Tradewinds LLC | 500 | $38,200 | $36,327.5 | -$1,872.5 | -4.9% |
 Holly Skipper Verum Partners LLC | 841,112 | $63.37M | $61.14M | -$2.23M | -3.53% |
 Dean Pelos Commonwealth Retirement Investments LLC | 4,000 | $301,000 | $290,300 | -$10,700 | -3.55% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 133,145 | $9.53M | $9.68M | $149,139.06 | 1.57% |
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