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Vanguard Tax-Exempt Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Carrie Delgott Wescott Financial Advisory Group LLC | 3,988 | $201,713.04 | $193,402.05 | -$8,310.99 | -4.12% |
 Shad Lamm Keystone Wealth Services LLC | 11,529 | $584,150.96 | $558,983.56 | -$25,167.4 | -4.31% |
 Dipen Mehta Invst LLC | 79,380 | $4.03M | $3.85M | -$184,991.43 | -4.59% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 90,777 | $4.54M | $4.39M | -$147,585.09 | -3.25% |
 Bethany Wagner Level Financial Advisors | 6,101 | $295,344.26 | $295,318.9 | -$25.36 | -0.01% |
 Joseph Castro Nuveen LLC | 12,394 | $626,852 | $600,303.39 | -$26,548.61 | -4.24% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 7,938 | $375,944 | $384,873.93 | $8,929.93 | 2.38% |
 Tina Tenret Tenret Co. LLC | 244,958 | $12.25M | $11.88M | -$367,039 | -3% |
 Hannah Tackett Penobscot Wealth Management | 7,589 | $374,622.35 | $364,347.88 | -$10,274.47 | -2.74% |
 S. Hardy Taylor Heritage Investment Group Inc. | 867,367 | $43.49M | $42.04M | -$1.45M | -3.33% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 66,228 | $3.31M | $3.21M | -$100,502.84 | -3.04% |
 Katie Smith Delos Wealth Advisors LLC | 4,502 | $224,604.78 | $218,279.47 | -$6,325.31 | -2.82% |
 Kevin B. Crawford JB Capital LLC | 8,283 | $416,561.68 | $397,666.82 | -$18,894.86 | -4.54% |
 Richard Slavik Newbridge Financial Services Group Inc. | 1,501 | $71,087.36 | $72,748.07 | $1,660.71 | 2.34% |
 Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 8,099 | $383,569 | $393,327.93 | $9,758.93 | 2.54% |
| BO Brian Oliveira Clear Street Group Inc. | 850 | $42,993 | $41,186.75 | -$1,806.25 | -4.2% |
 Kurt Van Dyken Lifeworks Advisors LLC | 6,434 | $325,425.84 | $311,952.49 | -$13,473.35 | -4.14% |
 Kimberly Cappellano Private Wealth Asset Management LLC | 13,252 | $654,137.27 | $644,390.43 | -$9,746.84 | -1.49% |
 Sima Elimelech Activest Wealth Management | 6,000 | $301,415.78 | $290,460 | -$10,955.78 | -3.63% |
| CMO Catherine M. O'Brien Boxwood Ventures Inc. | 10,190 | $504,303.1 | $494,316.9 | -$9,986.2 | -1.98% |
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