VANGUARD SH TERM TAX-EX BOND - Security Detail

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$0.19B	-	92	-
2024-09-30	$0.23B	+17.7%	100	+8.7%
2024-12-31	$0.22B	-2.8%	111	+11.0%

Institution	Value	Shares	% of Portfolio
WESCOTT FINANCIAL ADVISORY GROUP, LLC	$63.3M	631K	6.6%
SEEDS INVESTOR LLC	$9.8M	98K	2.8%
MGO PRIVATE WEALTH, LLC	$2.5M	25K	1.8%
SWITCHPOINT FINANCIAL PLANNING, LLC	$1.3M	13K	1.3%
BEAIRD HARRIS WEALTH MANAGEMENT, LLC	$13.0M	129K	1.1%
SILVER OAK ADVISORY GROUP, INC.	$2.0M	19K	1.1%
FIRESTONE CAPITAL MANAGEMENT	$4.1M	41K	1.0%
STERLING FINANCIAL PLANNING, INC.	$2.6M	25K	1.0%
PASSIVE CAPITAL MANAGEMENT, LLC.	$2.5M	25K	0.9%
WHITEGATE INVESTMENT COUNSELORS, INC.	$2.5M	24K	0.9%
MAYPORT, LLC	$2.8M	28K	0.8%
ALTIORA FINANCIAL GROUP, LLC	$3.7M	37K	0.8%
CAPITAL INVESTMENT SERVICES OF AMERICA, INC.	$8.1M	81K	0.8%
SUNESIS ADVISORS, LLC	$1.2M	11K	0.7%
ALLODIUM INVESTMENT CONSULTANTS, LLC	$0.8M	8K	0.7%
STONEBRIDGE CAPITAL ADVISORS LLC	$7.2M	71K	0.6%
PILLAR FINANCIAL ADVISORS, LLC	$0.8M	7K	0.6%
BLUECHIP WEALTH ADVISORS LLC	$0.8M	8K	0.5%
L.K. BENSON & COMPANY, P.C.	$0.5M	5K	0.4%
HUGHES FINANCIAL SERVICES, LLC	$1.5M	15K	0.3%
DIVERSIFIED PORTFOLIOS, INC.	$2.5M	25K	0.3%
PRAIRIEVIEW PARTNERS, LLC	$2.7M	27K	0.3%
SINGLE POINT PARTNERS, LLC	$1.2M	11K	0.3%
BRIDGEWEALTH ADVISORY GROUP, LLC	$1.0M	9K	0.3%
KATHLEEN S. WRIGHT ASSOCIATES INC.	$0.6M	6K	0.3%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
DFNM	US	DIMENSIONAL NATIONAL MUNI BD	0.012	2	172
DFUV	US	DIMENSIONAL US MARKETWIDE VA	0.009	4	468
DFSD	US	DIMENSIONAL SHORT DURATION	0.009	2	235
DFCF	US	DIMENSIONAL CORE FIXED INC	0.007	2	284
DFIV	US	DIMENSIONAL INTERNATIONAL VA	0.007	3	430
ISTB	US	ISHARES CORE 1-5 YEAR USD BO	0.007	2	291
VTEB	US	VANGUARD TAX-EXEMPT BOND ETF	0.006	5	852
DFAS	US	DIMENSIONAL US SMALL CAP ETF	0.006	3	514
DFAE	US	DIMENSIONAL EMERGING CORE EQ	0.006	2	358
DFAX	US	DIMENSIONAL WORLD EX US CORE	0.005	2	386
BIV	US	VANGUARD INTERMEDIATE-TERM B	0.005	3	635
DFAT	US	DIMENSIONAL US TARGET VALUE	0.004	2	500
DFUS	US	DIMENSIONAL US EQ MKT ETF	0.004	2	504
VTIP	US	VANGUARD SHORT-TERM TIPS	0.004	2	549
VGIT	US	VANGUARD INTERMEDIATE-TERM T	0.003	2	583
VXUS	US	VANGUARD TOTAL INTL STOCK	0.003	3	908
VEU	US	VANGUARD FTSE ALL-WORLD EX-U	0.003	3	930
BNDX	US	VANGUARD TOTAL INTL BOND ETF	0.003	2	664
DFAC	US	DIMENSIONAL US CORE EQUITY 2	0.003	2	712
VNQ	US	VANGUARD REAL ESTATE ETF	0.002	3	1236
SCHB	US	SCHWAB US BROAD MARKET ETF	0.002	2	836
VTI	US	VANGUARD TOTAL STOCK MKT ETF	0.002	5	2173
RSP	US	INVESCO S&P 500 EQUAL WEIGHT	0.002	3	1336
AGG	US	ISHARES CORE U.S. AGGREGATE	0.002	3	1352
VOO	US	VANGUARD S&P 500 ETF	0.002	5	2296