Hilltop Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Hilltop Wealth Advisors, LLC

$192 Million
Q3 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 11, 2025	SELL	$48.13 - $49.85 $6.51 Million - $6.74 Million	-135,191 Reduced 70.95%	55,360 $2.71 Million
Q1 2025 Apr 16, 2025	SELL	$49.25 - $50.66 $12.9 Million - $13.3 Million	-261,619 Reduced 57.86%	190,551 $9.44 Million
Q4 2024 Jan 08, 2025	BUY	$49.79 - $51.14 $1.65 Million - $1.69 Million	33,040 Added 7.88%	452,170 $22.7 Million
Q3 2024 Oct 09, 2024	BUY	$49.93 - $51.15 $461,003 - $472,267	9,233 Added 2.25%	419,130 $21.4 Million
Q2 2024 Jul 03, 2024	BUY	$49.55 - $50.44 $701,132 - $713,726	14,150 Added 3.58%	409,897 $20.5 Million

Q1 2024 Apr 05, 2024	BUY	$50.36 - $51.06 $1.68 Million - $1.7 Million	33,309 Added 9.19%	395,747 $20 Million
Q4 2023 Jan 17, 2024	BUY	$47.36 - $51.14 $17.2 Million - $18.5 Million	362,438 New	362,438 $18.5 Million

Others Institutions Holding VTEB

# of Institutions

1,372

Shares Held

602M

Call Options Held

282K

Put Options Held

56K

Jpmorgan Chase & CO New York, NY

99.1M
Shares

$4.98 Billion
0.33% of portfolio
Northwestern Mutual Wealth Management CO

35.7M
Shares

$1.8 Billion
1.21% of portfolio
Creative Planning Overland Park, KS

26.1M
Shares

$1.31 Billion
1.01% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

24M
Shares

$1.21 Billion
0.2% of portfolio
Morgan Stanley New York, NY

23M
Shares

$1.16 Billion
0.07% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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