VANGUARD CALIF TAX FREE FDS

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

Brio Consultants, LLC's Holding History (CIK: 0001747799)

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

Q4 2025
Shares 54,394 Value ($000) $5,454 Avg Close — Range —
Q3 2025
Shares 51,447 Value ($000) $5,133 Avg Close — Range —
Q2 2025
Shares 59,384 Value ($000) $5,796 Avg Close — Range —
Q1 2025
Shares 52,929 Value ($000) $5,208 Avg Close — Range —
Q4 2024
Shares 8,457 Value ($000) $842 Avg Close — Range —