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Vanguard California Tax-Exempt Bond Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 78,851 | $7.8M | $7.88M | $78,495.61 | 1.01% |
| YA Yinka Akinsola Blue Trust Inc. | 1,684 | $166,850.72 | $168,197.92 | $1,347.2 | 0.81% |
 Jeff Ameen Spire Wealth Management | 350 | $35,037.4 | $35,007 | -$30.4 | -0.09% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 2,129 | $212,538.07 | $212,644.52 | $106.45 | 0.05% |
| SL Shad Lamm Keystone Wealth Services LLC | 5,700 | $564,830.26 | $569,287.5 | $4,457.24 | 0.79% |
| DM Dipen Mehta Invst LLC | 2,474 | $245,123.92 | $247,090.75 | $1,966.83 | 0.8% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 24,734 | $2.45M | $2.47M | $19,663.48 | 0.8% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 2,923 | $293,060 | $292,358.45 | -$701.55 | -0.24% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 4,114 | $409,031.69 | $410,885.75 | $1,854.06 | 0.45% |
 Brian Baylis Bell Investment Advisors Inc. | 46,244 | $4.55M | $4.62M | $70,158.42 | 1.54% |
 Marc Dacanay Geometric Wealth Advisors | 10,697 | $1.07M | $1.07M | $1,104.58 | 0.1% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 6,830 | $684,147.62 | $682,043.8 | -$2,103.82 | -0.31% |
 Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 4,680 | $467,438.9 | $467,415 | -$23.9 | -0.01% |
| DC Dominic Corabi Wedmont Private Capital | 194,623 | $19.41M | $19.4M | -$8,948.02 | -0.05% |
 Bill Ryan Manhattan West Asset Management LLC | 24,634 | $2.44M | $2.46M | $19,214.47 | 0.79% |
 Jason Whitby Stone Summit Wealth LLC | 5,668 | $567,228.2 | $565,978.14 | -$1,250.06 | -0.22% |
 Katherine Saltonstall Sandy Cove Advisors LLC | 2,407 | $240,290.81 | $240,350.98 | $60.17 | 0.03% |
 Joshua Moeller Hill Island Financial LLC | 4,278 | $428,912.28 | $427,179.69 | -$1,732.59 | -0.4% |
 Michael Byun SageView Advisory Group LLC | 2,430 | $242,641.57 | $242,635.5 | -$6.07 | - |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 4,687 | $458,956.94 | $468,114.12 | $9,157.18 | 2% |
