VANGUARD CALIF TAX FREE FDS

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

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 87,054 Value ($000) $8,728 Avg Close — Range —
Q3 2025
Shares 37,644 Value ($000) $3,756 Avg Close — Range —
Q2 2025
Shares 14,898 Value ($000) $1,454 Avg Close — Range —
Q1 2025
Shares 14,147 Value ($000) $1,392 Avg Close — Range —