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Vanguard Tax-Exempt Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Dipen Mehta Invst LLC | 79,380 | $4.03M | $3.95M | -$84,178.83 | -2.09% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 90,777 | $4.54M | $4.51M | -$28,667.22 | -0.63% |
 Bethany Wagner Level Financial Advisors | 4,771 | $232,355.46 | $236,641.6 | $4,286.14 | 1.84% |
 Joseph Castro Nuveen LLC | 12,394 | $626,852 | $616,973.32 | -$9,878.68 | -1.58% |
 Tina Tenret Tenret Co. LLC | 244,958 | $12.25M | $12.15M | -$98,809.99 | -0.81% |
 Hannah Tackett Penobscot Wealth Management | 5,977 | $298,278.03 | $296,459.2 | -$1,818.83 | -0.61% |
 S. Hardy Taylor Heritage Investment Group Inc. | 867,367 | $43.49M | $43.02M | -$464,866.41 | -1.07% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 66,228 | $3.31M | $3.28M | -$21,360.38 | -0.65% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 6,432 | $320,599.44 | $319,027.2 | -$1,572.24 | -0.49% |
 Katie Smith Delos Wealth Advisors LLC | 4,502 | $224,604.78 | $224,019.52 | -$585.26 | -0.26% |
 Kevin B. Crawford JB Capital LLC | 7,540 | $381,373.2 | $373,984 | -$7,389.2 | -1.94% |
| BO Brian Oliveira Clear Street Group Inc. | 850 | $42,993 | $42,347 | -$646 | -1.5% |
 Kurt Van Dyken Lifeworks Advisors LLC | 6,434 | $325,425.84 | $320,155.84 | -$5,270 | -1.62% |
 Kimberly Cappellano Private Wealth Asset Management LLC | 13,252 | $654,137.27 | $659,684.56 | $5,547.29 | 0.85% |
 Sima Elimelech Activest Wealth Management | 6,000 | $301,415.78 | $297,600 | -$3,815.78 | -1.27% |
| CMO Catherine M. O'Brien Boxwood Ventures Inc. | 10,190 | $504,303.1 | $507,665.8 | $3,362.7 | 0.67% |
 Andrew J. Swenson ARS Wealth Advisors Group LLC | 26,536 | $1.33M | $1.32M | -$12,942.06 | -0.97% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 19,230 | $958,327.54 | $953,808 | -$4,519.54 | -0.47% |
 Brian Baylis Bell Investment Advisors Inc. | 5,968 | $297,041.81 | $297,266.08 | $224.27 | 0.08% |
| KC Kasey Cook Maripau Wealth Management LLC | 14,119 | $714,139.02 | $702,843.82 | -$11,295.2 | -1.58% |
