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Vanguard Core Tax-Exempt Bond Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 3,489 | $263,963.72 | $253,597.96 | -$10,365.76 | -3.93% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 4,700 | $359,080 | $341,220 | -$17,860 | -4.97% |
| TAL TPG Advisors LLC TPG Advisors LLC | 5,898 | $436,487.87 | $428,843.58 | -$7,644.29 | -1.75% |
 Steve Solano Global Wealth Management LLC | 3,990 | $301,415.47 | $289,993.2 | -$11,422.27 | -3.79% |
| KE Karen Eamon Next Level Wealth Planning LLC | 9,370 | $704,833.71 | $680,449.4 | -$24,384.31 | -3.46% |
| EWA EQ Wealth Advisors LLC EQ Wealth Advisors LLC | 65,564 | $4.96M | $4.76M | -$195,813.75 | -3.95% |
 Tandem Financial LLC Tandem Financial LLC | 6,285 | $475,491.99 | $456,793.8 | -$18,698.19 | -3.93% |
 Lia Bertelson Mallini Complete Financial Planning LLC | 170,666 | $12.85M | $12.39M | -$457,281.2 | -3.56% |
 Cameron J. Penney Penney Financial LLC | 113,444 | $8.67M | $8.24M | -$424,280.96 | -4.9% |
 Sincerus Advisory LLC Sincerus Advisory LLC | 10,125 | $760,288.7 | $736,188.75 | -$24,099.95 | -3.17% |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 138,762 | $10.39M | $10.07M | -$315,468.18 | -3.04% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 41,824 | $3.2M | $3.04M | -$154,540.08 | -4.84% |
| CB Chris Benson L.K. Benson & Company P.C. | 16,062 | $1.19M | $1.17M | -$23,896.99 | -2.01% |
 Topsail Wealth Management LLC Topsail Wealth Management LLC | 615,176 | $46.47M | $44.62M | -$1.85M | -3.97% |
| OWA Oak Wealth Advisors LLC Oak Wealth Advisors LLC | 17,182 | $1.3M | $1.25M | -$48,518.57 | -3.74% |
 Hartmann Taylor Wealth Management LLC Hartmann Taylor Wealth Management LLC | 9,000 | $676,350 | $653,310 | -$23,040 | -3.41% |
| LC Leslie Childs MB Levis & Associates LLC | 182,879 | $13.77M | $13.27M | -$500,381.18 | -3.63% |
 Heydon Traub Traub Capital Management LLC | 9,198 | $693,062.07 | $667,958.76 | -$25,103.31 | -3.62% |
 Molly Wheeler Burk Holdings LLC | 658 | $50,271 | $47,731.32 | -$2,539.68 | -5.05% |
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