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Vanguard Tax-Exempt Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Heck Capital Advisors LLC Heck Capital Advisors LLC | 42,100 | $1.99M | $2.04M | $47,573 | 2.39% |
 Jennifer P. Lane Compass Planning Associates Inc. | 45,121 | $2.22M | $2.19M | -$34,526.29 | -1.55% |
 Manuka Financial LLC Manuka Financial LLC | 42,299 | $2.12M | $2.06M | -$62,964.93 | -2.97% |
 Tandem Financial LLC Tandem Financial LLC | 7,969 | $397,574 | $387,452.78 | -$10,121.22 | -2.55% |
 Martin Worley Group Martin Worley Group | 20,045 | $997,803.09 | $974,688.12 | -$23,114.97 | -2.32% |
 VestGen Advisors LLC VestGen Advisors LLC | 56,075 | $2.79M | $2.73M | -$63,378.19 | -2.27% |
 C. Eric Christiansen Quantum Financial Planning Services Inc. | 9,145 | $453,859.52 | $443,441.05 | -$10,418.47 | -2.3% |
 Keyvantage Wealth LLC Keyvantage Wealth LLC | 5,860 | $293,761.84 | $284,942.5 | -$8,819.34 | -3% |
 VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 62,145 | $3.11M | $3.01M | -$103,090.45 | -3.31% |
 Sincerus Advisory LLC Sincerus Advisory LLC | 50,474 | $2.5M | $2.45M | -$45,328.27 | -1.82% |
 Ryan O'Neill Jordan Park Trust Co LLC | 14,094 | $687,122.43 | $685,391.22 | -$1,731.21 | -0.25% |
 Envision Financial LLC Envision Financial LLC | 103,529 | $5.15M | $5.04M | -$110,778.35 | -2.15% |
 Elizabeth Arce Sovran Advisors LLC | 4,144 | $209,151.15 | $201,543.44 | -$7,607.71 | -3.64% |
 Edward J. King Graney & King LLC | 81 | $4,042.05 | $3,928.09 | -$113.96 | -2.82% |
 Bradley Wilson Crews Bank & Trust | 12,565 | $630,002.87 | $611,098.77 | -$18,904.1 | -3% |
 Laura Steagall-Cissell Veridan Wealth LLC | 15,535 | $777,769.76 | $754,536.5 | -$23,233.26 | -2.99% |
 Katherine Simmonds Conquis Financial LLC | 69,749 | $3.5M | $3.39M | -$107,584.54 | -3.08% |
 Daniel Da Ponte Axis Wealth Partners LLC | 7,569 | $379,985.5 | $366,982.96 | -$13,002.54 | -3.42% |
 Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 10,669 | $534,836.85 | $517,339.81 | -$17,497.04 | -3.27% |
 Archer Investment Management LLC Archer Investment Management LLC | 50,053 | $2.48M | $2.44M | -$44,700.59 | -1.8% |
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