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Vanguard California Tax-Exempt Bond Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Jason Whitby Stone Summit Wealth LLC | 5,989 | $599,273.63 | $590,844.79 | -$8,428.84 | -1.41% |
 Katherine Saltonstall Sandy Cove Advisors LLC | 2,407 | $240,290.81 | $237,462.58 | -$2,828.23 | -1.18% |
 Joshua Moeller Hill Island Financial LLC | 2,478 | $248,444.28 | $245,569.8 | -$2,874.48 | -1.16% |
 Michael Byun SageView Advisory Group LLC | 2,567 | $256,273.91 | $254,492.38 | -$1,781.53 | -0.7% |
 Allison Brooke Blake WorthPointe LLC | 6,970 | $695,815.1 | $687,625.35 | -$8,189.75 | -1.18% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 4,699 | $460,164.14 | $463,579.84 | $3,415.7 | 0.74% |
 Mark Mowrey Signature Resources Capital Management LLC | 332 | $33,124 | $32,753.46 | -$370.54 | -1.12% |
 Brian Matter Creative Capital Management Investments LLC | 173 | $17,328.46 | $17,067.31 | -$261.15 | -1.51% |
| NH Nathaniel Holden Core Wealth Partners LLC | 2,639 | $267,539 | $260,350.54 | -$7,188.46 | -2.69% |
| AW Ariel Weisbard Values Added Financial LLC | 13,149 | $1.3M | $1.3M | -$7,348.17 | -0.56% |
 Alexandra Stickelman Root Financial Partners, LLC | 31,614 | $3.14M | $3.12M | -$20,363.48 | -0.65% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 9,476 | $934,520.65 | $939,071.6 | $4,550.95 | 0.49% |
 Jane Bortnem Cherry Tree Wealth Management, LLC | 795 | $79,707 | $78,430.72 | -$1,276.28 | -1.6% |
| DT Derek Tinnin Altiora Financial Group, LLC | 50,000 | $5.01M | $4.96M | -$56,000 | -1.12% |
 Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 19,268 | $1.94M | $1.9M | -$37,490.46 | -1.93% |
| MWS MFA Wealth Services MFA Wealth Services | 2,878 | $287,041.7 | $283,929.09 | -$3,112.61 | -1.08% |
 Christopher C. Powers Farther Finance Advisors, LLC | 2,100 | $209,736 | $207,175.5 | -$2,560.5 | -1.22% |
 Equita Financial Network Inc. Equita Financial Network, Inc. | 2,025 | $202,034.25 | $199,776.37 | -$2,257.88 | -1.12% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 92,431 | $9.22M | $9.12M | -$102,558.02 | -1.11% |
 Amir Har-El Savvy Advisors, Inc. | 14,547 | $1.46M | $1.44M | -$21,341.95 | -1.47% |
