VANGUARD LONG-TERM BOND ETF - Security Detail

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$3.00B	-	362	-
2024-09-30	$3.27B	+8.9%	352	-2.8%
2024-12-31	$2.68B	-18.2%	282	-19.9%

Institution	Value	Shares	% of Portfolio
LINCOLN NATIONAL CORP	$158.4M	2,314K	5.1%
GREYSTONE FINANCIAL GROUP, LLC	$28.4M	414K	4.9%
H&H RETIREMENT DESIGN & MANAGEMENT INC	$6.8M	97K	4.1%
EVERGREEN WEALTH MANAGEMENT, LLC	$6.9M	100K	4.1%
KOSS-OLINGER CONSULTING, LLC	$46.4M	677K	4.1%
EVOLUTION ADVISERS, INC.	$6.6M	96K	3.6%
FAMILY INVESTMENT CENTER, INC.	$12.8M	187K	3.3%
VISIONARY HORIZONS, LLC	$4.6M	66K	3.0%
IDAHO TRUST BANK	$5.9M	86K	3.0%
PARKER FINANCIAL LLC	$5.9M	85K	2.9%
WILKINS MILLER WEALTH MANAGEMENT, LLC	$2.7M	38K	2.8%
SELLWOOD INVESTMENT PARTNERS LLC	$4.4M	64K	2.4%
VERIDAN WEALTH LLC	$4.5M	65K	2.1%
BAY HARBOR WEALTH MANAGEMENT, LLC	$6.0M	88K	2.0%
TRINITY LEGACY PARTNERS, LLC	$7.5M	110K	1.9%
LEEWARD FINANCIAL PARTNERS, LLC	$4.9M	71K	1.8%
CORNERSTONE FINANCIAL GROUP, LLC /NE/	$1.6M	23K	1.6%
FLAGSTAR ADVISORS INC	$5.6M	81K	1.4%
FPC INVESTMENT ADVISORY, INC.	$1.7M	25K	1.3%
TREYNOR BANCSHARES, INC.	$1.2M	17K	1.2%
PINNEY & SCOFIELD, INC.	$1.6M	23K	1.2%
BEACON HARBOR WEALTH ADVISORS, INC.	$4.9M	71K	1.1%
DUNHILL FINANCIAL, LLC	$2.4M	34K	1.1%
GREY FOX WEALTH ADVISORS, LLC	$3.2M	46K	0.9%
FEDENIA ADVISERS LLC	$1.5M	21K	0.9%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
BSCX	US	INVESCO BULLETSHARES 2033 CB	0.033	2	61
NUBD	US	NUVEEN ESG US AGGREGATE BOND	0.021	2	95
BIV	US	VANGUARD INTERMEDIATE-TERM B	0.017	11	635
QLTA	US	ISHARES AAA - A RATED CORPOR	0.016	2	125
FPEI	US	FIRST TRUST INSTITUTIONAL PR	0.014	2	138
DFEV	US	DIMENSIONAL EMERGING MARKETS	0.014	2	138
EDV	US	VANGUARD EXTENDED DUR TREAS	0.013	2	150
VMBS	US	VANGUARD MORTGAGE-BACKED SEC	0.013	6	464
BSV	US	VANGUARD SHORT-TERM BOND ETF	0.013	11	869
VSGX	US	VANGUARD ESG INTL STOCK ETF	0.011	3	272
VCLT	US	VANGUARD LONG-TERM CORP BOND	0.011	3	275
DFCF	US	DIMENSIONAL CORE FIXED INC	0.011	3	284
MLPX	US	GLOBAL X MLP & ENERGY INFRAS	0.009	2	212
BNDX	US	VANGUARD TOTAL INTL BOND ETF	0.009	6	664
STIP	US	ISHARES 0-5 YEAR TIPS BOND E	0.009	4	449
DFSD	US	DIMENSIONAL SHORT DURATION	0.009	2	235
IQLT	US	ISHARES MSCI INTERNATIONAL Q	0.008	3	378
FTSL	US	FIRST TRUST SENIOR LOAN ETF	0.008	2	257
TOTL	US	SPDR DOUBLELINE TR TACT ETF	0.007	2	270
VPL	US	VANGUARD FTSE PACIFIC ETF	0.007	2	272
SPIB	US	SPDR PORT INT CORP BOND ETF	0.007	3	429
ISTB	US	ISHARES CORE 1-5 YEAR USD BO	0.007	2	291
VTV	US	VANGUARD VALUE ETF	0.007	11	1616
BOND	US	PIMCO ACTIVE BOND EXCHANGE-T	0.006	2	321
FPE	US	FT-PREFERRED SECUR & INC ETF	0.006	2	324