Estate Counselors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Estate Counselors, LLC

$373 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 02, 2023	SELL	$48.03 - $50.5 $330,926 - $347,945	-6,890 Reduced 2.32%	289,625 $13.9 Million
Q2 2023 Jul 31, 2023	BUY	$49.5 - $51.06 $76,230 - $78,632	1,540 Added 0.52%	296,515 $14.9 Million
Q1 2023 May 04, 2023	BUY	$49.32 - $51.02 $13.3 Million - $13.8 Million	270,140 Added 1087.74%	294,975 $14.9 Million
Q4 2022 Feb 08, 2023	SELL	$47.5 - $50.06 $5.06 Million - $5.33 Million	-106,570 Reduced 81.1%	24,835 $1.23 Million
Q3 2022 Nov 04, 2022	BUY	$48.11 - $51.14 $2.15 Million - $2.29 Million	44,740 Added 51.62%	131,405 $6.33 Million
Q2 2022 Aug 03, 2022	SELL	$49.13 - $51.51 $12.6 Million - $13.2 Million	-255,994 Reduced 74.71%	86,665 $4.33 Million
Q1 2022 May 09, 2022	SELL	$51.44 - $54.88 $82,046 - $87,533	-1,595 Reduced 0.46%	342,659 $17.7 Million
Q4 2021 Feb 14, 2022	BUY	$54.5 - $55.03 $4.08 Million - $4.12 Million	74,914 Added 27.81%	344,254 $18.9 Million
Q3 2021 Nov 03, 2021	BUY	$54.77 - $55.59 $14.8 Million - $15 Million	269,340 New	269,340 $14.8 Million
Q1 2020 Apr 28, 2020	SELL	$45.81 - $55.19 $3.98 Million - $4.8 Million	-86,970 Closed	0 $0
Q4 2019 Jan 31, 2020	BUY	$53.19 - $53.86 $53,190 - $53,860	1,000 Added 1.16%	86,970 $4.66 Million
Q2 2019 Aug 07, 2019	BUY	N/A	62,920 Added 272.97%	85,970 $4.56 Million
Q1 2019 May 01, 2019	BUY	N/A	23,050 New	23,050 $1.2 Million

Others Institutions Holding VTEB

# of Institutions

1,179

Shares Held

510M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.74 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.64 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.58 Billion
0.31% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.58 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.25 Billion
1.27% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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