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Vanguard Tax-Exempt Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Perissos Private Wealth Management LLC Perissos Private Wealth Management, LLC | 4,935 | $249,612 | $239,668.27 | -$9,943.73 | -3.98% |
| HAS Hayley A. Snell LRI Investments, LLC | 3,463 | $173,755.27 | $167,765.03 | -$5,990.24 | -3.45% |
 Kelly Financial Services LLC Kelly Financial Services LLC | 10,094 | $492,153.1 | $490,921.69 | -$1,231.41 | -0.25% |
 Geoffrey A. Frazier Global Financial Private Client, LLC | 5,968 | $304,618.29 | $289,060.08 | -$15,558.21 | -5.11% |
 Bruce Wheadon Transce3nd, LLC | 777 | $38,951.68 | $37,680.61 | -$1,271.07 | -3.26% |
 Jade Eagles WEALTHGARDEN F.S. LLC | 11,845 | $605,514.61 | $574,304.82 | -$31,209.79 | -5.15% |
 Michael Dziura Westfuller Advisors, LLC | 6,653 | $333,438.23 | $322,603.97 | -$10,834.26 | -3.25% |
 Beth Steinhaus Breakwater Investment Management | 39,467 | $1.95M | $1.89M | -$53,992.46 | -2.77% |
| VC Vernon Cushenbery Two West Capital Advisors LLC | 4,457 | $209,220 | $215,852.51 | $6,632.51 | 3.17% |
| CLJ Cathy Lynne Juilfs ACCREDITED INVESTOR SERVICES, LLC | 16,086 | $799,651.87 | $782,342.61 | -$17,309.26 | -2.16% |
 Kara Lilian Lynx Investment Advisory | 12,605 | $629,001.65 | $611,153.42 | -$17,848.23 | -2.84% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 142,029 | $7.06M | $6.91M | -$156,063.32 | -2.21% |
 Kings Path Partners LLC Kings Path Partners LLC | 123,163 | $6.21M | $5.99M | -$222,180.93 | -3.58% |
 Kelly Dixon Cannon Financial Strategists, Inc. | 34,490 | $1.74M | $1.68M | -$62,020.54 | -3.57% |
| FFL Farrell Financial LLC Farrell Financial LLC | 21,654 | $1.1M | $1.05M | -$46,388.4 | -4.22% |
 Carmen McClennon WR Wealth Planners, LLC | 642 | $32,819 | $31,034.22 | -$1,784.78 | -5.44% |
 Nathan Edwards IMG Wealth Management, Inc. | 1,672 | $83,676.54 | $81,033.48 | -$2,643.06 | -3.16% |
 David A Rozenson Fairscale Capital, LLC | 3,549 | $179,331.26 | $172,055.52 | -$7,275.74 | -4.06% |
 Chris Bulman Inc. Chris Bulman Inc | 12,547 | $634,412.68 | $610,223.34 | -$24,189.34 | -3.81% |
 Serena Grunenwald GEN Financial Management, INC. | 36,465 | $1.82M | $1.77M | -$46,410.24 | -2.56% |
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