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Vanguard Short-Term Tax-Exempt Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Suzanne Hornick ASSET PLANNING Corp.ORATION | 5,154 | $523,214.22 | $520,734.39 | -$2,479.83 | -0.47% |
| CE Curtis Ellergodt Rothschild Investment LLC | 1,656 | $168,388 | $167,313.96 | -$1,074.04 | -0.64% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 61,227 | $6.19M | $6.19M | $576.87 | 0.01% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,322 | $540,025.54 | $537,734.88 | -$2,290.66 | -0.42% |
 Daniel L. Lippincott Karpus Management Inc. | 34,950 | $3.56M | $3.53M | -$31,105.47 | -0.87% |
 Kyle P. Smith NewEdge Wealth LLC | 3,335 | $337,301.9 | $336,968.07 | -$333.83 | -0.1% |
 Carrie Delgott Wescott Financial Advisory Group LLC | 725,519 | $73M | $73.31M | $309,146.58 | 0.42% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 19,806 | $2M | $2M | -$2,376.72 | -0.12% |
 Bethany Wagner Level Financial Advisors | 2,292 | $230,206.81 | $231,675.36 | $1,468.55 | 0.64% |
 Katie Smith Delos Wealth Advisors LLC | 7,852 | $794,151.28 | $793,209.04 | -$942.24 | -0.12% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 2,218 | $226,069.17 | $224,084.54 | -$1,984.63 | -0.88% |
 Armand Doucette Surience Private Wealth LLC | 24,415 | $2.47M | $2.47M | -$3,916.38 | -0.16% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,908 | $594,770.53 | $596,737.54 | $1,967.01 | 0.33% |
| WRC William Reid Culp III TAGStone Capital Inc. | 5,883 | $591,300.33 | $594,359.49 | $3,059.16 | 0.52% |
| DC Dominic Corabi Wedmont Private Capital | 7,939 | $802,950.46 | $801,600.83 | -$1,349.63 | -0.17% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 23,866 | $2.4M | $2.41M | $11,088.38 | 0.46% |
 Jason Whitby Stone Summit Wealth LLC | 5,409 | $547,646.6 | $546,336.04 | -$1,310.56 | -0.24% |
 Adam K. Wright Kathleen S. Wright Associates Inc. | 15,160 | $1.52M | $1.53M | $7,197 | 0.47% |
 Clint Dunn Beaird Harris Wealth Management LLC | 94,970 | $9.63M | $9.59M | -$38,881.27 | -0.4% |
 Jennifer Carlson Gould Capital LLC | 500 | $50,790 | $50,502.5 | -$287.5 | -0.57% |
