VANGUARD CA TAX-EX BOND - Security Detail

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$0.02B	-	27	-
2024-09-30	$0.06B	+227.2%	42	+55.6%
2024-12-31	$0.24B	+301.0%	44	+4.8%

Institution	Value	Shares	% of Portfolio
ARISTON SERVICES GROUP	$0.8M	8K	0.7%
FINANCIAL MANAGEMENT NETWORK INC	$3.2M	32K	0.7%
VALUES ADDED FINANCIAL LLC	$0.7M	7K	0.4%
BRIDGEWEALTH ADVISORY GROUP, LLC	$1.2M	11K	0.3%
TPG ADVISORS LLC	$0.4M	4K	0.3%
FORT POINT CAPITAL PARTNERS LLC	$1.7M	17K	0.2%
ELEVATION WEALTH PARTNERS, LLC	$0.4M	4K	0.2%
PFG ADVISORS	$2.6M	26K	0.2%
ELEQUIN CAPITAL, LP	$2.0M	19K	0.2%
CORE WEALTH PARTNERS LLC	$0.3M	2K	0.2%
LUMINVEST WEALTH MANAGEMENT LLC	$0.4M	3K	0.2%
OPES WEALTH MANAGEMENT LLC	$0.6M	5K	0.1%
KEYSTONE WEALTH SERVICES, LLC	$0.4M	3K	0.1%
OLD MISSION CAPITAL LLC	$6.8M	67K	0.1%
ROOT FINANCIAL PARTNERS, LLC	$0.6M	6K	0.1%
TOLLESON WEALTH MANAGEMENT, INC.	$0.3M	3K	0.1%
BLUME CAPITAL MANAGEMENT, INC.	$0.2M	2K	0.1%
JDM FINANCIAL GROUP LLC	$0.1M	1K	0.1%
WEDBUSH SECURITIES INC	$1.3M	13K	0.1%
JOEL ISAACSON & CO., LLC	$0.7M	7K	0.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$179.3M	1,801K	0.0%
MERIDIAN WEALTH MANAGEMENT, LLC	$0.5M	4K	0.0%
CAPTRUST FINANCIAL ADVISORS	$4.9M	48K	0.0%
BEACON POINTE ADVISORS, LLC	$1.0M	10K	0.0%
EVOKE WEALTH, LLC	$0.3M	3K	0.0%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders