| Essential Utilities, Inc. WTRG | $761,767.00 | 0.01 | 20,560 | -1.39% | -$10,707.72 | 0.23 | |
| Merck & Co., Inc. MRK | $2.27M | <0.01 | 17,182 | -2.72% | -$63,469.10 | 0.68 | |
Vanguard Intermediate-Term Bond Index Fund BIV | $3.77M | <0.01 | 50,005 | -1.83% | -$70,499.28 | 1.13 | |
iShares Short-Term National Muni Bond ETF SUB | $1.9M | <0.01 | 18,100 | +27.46% | +$408,456.48 | 0.57 | |
Vanguard Mega Cap Value Index Fund MGV | $30.69M | <0.01 | 256,791 | +4.62% | +$1.35M | 9.17 |