VANGUARD CALIF TAX FREE FDS

Ticker: VTEC CUSIP: 922021605 Class: TAX EXEMPT BD FD

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 38,241 Value ($000) $3,834 Avg Close — Range —
Q3 2025
Shares 26,378 Value ($000) $2,632 Avg Close — Range —
Q2 2025
Shares 5,624 Value ($000) $549 Avg Close — Range —