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Vanguard California Tax-Exempt Bond Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,856 | $279,397.13 | $283,343.76 | $3,946.63 | 1.41% |
 Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 2,215 | $222,798 | $218,520.82 | -$4,277.18 | -1.92% |
 Joshua Stipcich Tidemark, LLC | 201 | $20,152 | $19,927.14 | -$224.86 | -1.12% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 6,445 | $636,732.6 | $635,831.47 | -$901.13 | -0.14% |
| MB Matthieu Balmer Climber Capital SA | 3,110 | $306,024 | $306,817.05 | $793.05 | 0.26% |
 Tammy Trenta FF Advisors,LLC | 22,979 | $2.3M | $2.27M | -$35,272.76 | -1.53% |
 Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 5,421 | $540,138.75 | $534,808.75 | -$5,330 | -0.99% |
 Janice M. Powell Diversify Advisory Services, LLC | 19,806 | $1.96M | $1.96M | $7,327.84 | 0.37% |
 Gillian Curran Prospect Financial Group LLC | 7,784 | $783,070 | $771,705.76 | -$11,364.24 | -1.45% |
 Josephine Lee New Insight Wealth Advisors | 5,737 | $577,142 | $565,983.73 | -$11,158.27 | -1.93% |
 Jade Eagles WEALTHGARDEN F.S. LLC | 3,620 | $364,172 | $357,131.1 | -$7,040.9 | -1.93% |
 Beth Steinhaus Breakwater Investment Management | 851 | $84,937.33 | $84,151.13 | -$786.2 | -0.93% |
 Wesley W. Melbrod M Wealth Management, LLC | 3,989 | $401,266 | $393,534.79 | -$7,731.21 | -1.93% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 19,806 | $1.98M | $1.95M | -$25,054.35 | -1.27% |
 Chris Bulman Inc. Chris Bulman Inc | 5,794 | $582,877 | $571,607.07 | -$11,269.93 | -1.93% |
| TAL TPG Advisors LLC TPG Advisors LLC | 4,555 | $456,402.31 | $449,373.52 | -$7,028.79 | -1.54% |
 Trent White Luminvest Wealth Management LLC | 35,370 | $3.5M | $3.49M | -$15,465.96 | -0.44% |
| MWG Martin Worley Group Martin Worley Group | 2,935 | $286,485 | $289,552.42 | $3,067.42 | 1.07% |
| EJK Edward J. King Graney & King LLC | 247 | $24,761.12 | $24,487.58 | -$273.54 | -1.1% |
 Crux Wealth Advisors Crux Wealth Advisors | 9,274 | $932,964 | $914,926.47 | -$18,037.53 | -1.93% |
