VANGUARD INT-TERM CORPORATE - Security Detail

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$135.69B	-	1,033	-
2024-09-30	$70.91B	-47.7%	1,056	+2.2%
2024-12-31	$66.80B	-5.8%	849	-19.6%

Institution	Value	Shares	% of Portfolio
AOZORA BANK, LTD.	$87.5M	1,090K	93.2%
INDEPENDENCE ASSET ADVISORS, LLC	$4.7M	58K	21.8%
SPRINGVEST WEALTH MANAGEMENT LLC	$22.0M	274K	18.8%
DAVIDSON CAPITAL MANAGEMENT INC.	$69.9M	870K	18.4%
CAPITAL ADVANTAGE, INC.	$88.3M	1,100K	16.1%
DODDS WEALTH, LLC	$45.9M	571K	14.8%
FINANCIAL ADVISORY PARTNERS, LLC	$42.1M	524K	14.0%
NEWTON ONE INVESTMENTS LLC	$34.8M	433K	13.4%
JAPAN SCIENCE & TECHNOLOGY AGENCY	$782.6M	9,750K	13.4%
BISHOP & CO INVESTMENT MANAGEMENT, LLC	$34.4M	429K	13.1%
EVERGREEN ADVISORS, LLC	$44.7M	557K	12.2%
DECISIONPOINT FINANCIAL, LLC	$37.6M	467K	11.5%
AMERICAN FAMILY INVESTMENTS, INC.	$214.9M	2,677K	10.4%
MILWEALTH GROUP LLC	$35.3M	440K	9.6%
ARISTA WEALTH MANAGEMENT, LLC	$39.9M	496K	9.6%
ESSEX LLC	$45.1M	561K	9.5%
1 NORTH WEALTH SERVICES LLC	$21.6M	268K	9.1%
FIRST INTERSTATE BANK	$150.9M	1,879K	9.1%
TAGSTONE CAPITAL, INC.	$18.2M	226K	8.9%
FORTRESS FINANCIAL SOLUTIONS, LLC	$6.1M	75K	8.7%
HASSELL WEALTH MANAGEMENT, LLC	$20.9M	258K	8.4%
NEPC LLC	$305.7M	3,808K	8.2%
PRUDENTIAL PLC	$1590.7M	19,817K	8.0%
POWER WEALTH MANAGEMENT LLC	$18.4M	229K	7.7%
IRON HORSE WEALTH MANAGEMENT, LLC	$22.9M	285K	7.7%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
SPUU	US	DIREXION DLY S&P 500 BULL 2X	0.091	2	22
XCCC	US	BONDBLOXX-CCC-USD HY CORP BD	0.091	2	22
VCSH	US	VANGUARD S/T CORP BOND ETF	0.071	67	940
VCLT	US	VANGUARD LONG-TERM CORP BOND	0.065	18	275
VGIT	US	VANGUARD INTERMEDIATE-TERM T	0.055	32	583
ICLO	US	INVESCO AAA CLO F/R NOTE ETF	0.054	2	37
JBBB	US	JANUS HENDERSON B-BBB CLO ET	0.048	6	126
CLOA	US	ISHARES AAA CLO ACT ETF-USDI	0.043	3	69
AVIV	US	AVANTIS INT LRG CAP VAL ETF	0.043	4	92
HIGH	US	SIMPLIFY ENHANCED INCOME ETF	0.042	3	71
MOTI	US	VANECK MSTAR INT MOAT ETF	0.040	2	50
AVDV	US	AVANTIS INTL S/C VALUE ETF	0.039	12	308
RSPD	US	INVESCO S&P 500 EQUAL WEIGHT	0.038	3	79
SCHR	US	SCHWAB INTERMEDIATE-TERM US	0.036	11	306
VEA	US	VANGUARD FTSE DEVELOPED ETF	0.036	59	1650
PHYL	US	PGIM ACTIVE HIGH YIELD BOND	0.036	2	56
EWI	US	ISHARES MSCI ITALY ETF	0.036	3	84
BND	US	VANGUARD TOTAL BOND MARKET	0.035	40	1134
AAPL	US	APPLE INC	0.035	139	3956
DFGR	US	DIM GLOBAL REAL ESTATE ETF	0.035	6	171
DFAW	US	DIMENSTIONAL WORLD EQTY ETF	0.034	3	87
IGIB	US	ISHARES 5-10Y INV GRADE CORP	0.034	16	467
VWOB	US	VANGUARD EMERG MKTS GOV BND	0.034	10	293
FLRN	US	SPDR BLOOMBERG INVESTMENT GR	0.033	8	243
VTEB	US	VANGUARD TAX-EXEMPT BOND ETF	0.032	27	852