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Vanguard California Tax-Exempt Bond Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 26,627 | $2.68M | $2.64M | -$38,914.22 | -1.45% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 78,851 | $7.8M | $7.78M | -$19,673.89 | -0.25% |
 CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 37,566 | $3.78M | $3.71M | -$73,066.27 | -1.93% |
| MD Michael Dziura Bernzott Capital Advisors | 30,215 | $2.99M | $3.01M | $16,445.94 | 0.55% |
| DH Doug Hutchinson Wrapmanager Inc | 19,200 | $1.92M | $1.9M | -$13,248 | -0.69% |
| TB Thomas Baker Blue Oak Capital LLC | 19,091 | $1.88M | $1.9M | $20,026.59 | 1.07% |
| YA Yinka Akinsola Blue Trust Inc. | 1,684 | $166,850.72 | $166,135.02 | -$715.7 | -0.43% |
 Jeff Ameen Spire Wealth Management | 350 | $35,037.4 | $34,529.25 | -$508.15 | -1.45% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 2,129 | $212,538.07 | $210,036.49 | -$2,501.58 | -1.18% |
 Shad Lamm Keystone Wealth Services LLC | 4,227 | $418,414.06 | $417,585.33 | -$828.73 | -0.2% |
 Dipen Mehta Invst LLC | 2,474 | $245,123.92 | $245,297.1 | $173.18 | 0.07% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 14,934 | $1.48M | $1.48M | -$2,912.16 | -0.2% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 2,923 | $293,060 | $288,368.56 | -$4,691.44 | -1.6% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 5,597 | $557,079.58 | $552,172.03 | -$4,907.55 | -0.88% |
 Brian Baylis Bell Investment Advisors Inc. | 46,838 | $4.61M | $4.64M | $35,759.22 | 0.78% |
 Marc Dacanay Geometric Wealth Advisors | 10,780 | $1.08M | $1.07M | -$7,246.18 | -0.67% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 6,830 | $684,147.62 | $677,194.5 | -$6,953.12 | -1.02% |
 Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 4,680 | $467,438.9 | $461,705.4 | -$5,733.5 | -1.23% |
 Dominic Corabi Wedmont Private Capital | 194,623 | $19.41M | $19.2M | -$212,329.06 | -1.09% |
 Bill Ryan Manhattan West Asset Management LLC | 137,411 | $13.7M | $13.62M | -$81,834.58 | -0.6% |
