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PWZ vs VTEL

Shared holdings
307
PWZ covered by VTEL
8.70%
VTEL covered by PWZ
8.70%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

PWZ (Feb. 28, 2026)

SecurityWeight
CALIFORNIA ST HLTH FACS FING AUTH REVENUE0.80%
CALIFORNIA ST HLTH FACS FING A CASMED 08/48 FIXED 40.71%
UNIV OF CA REGENTS -P0.67%
CALIFORNIA ST EDUCTNL FACS AUTH REVENUE0.63%
CALIFORNIA ST EDUCTNL0.58%
UNIV OF CA REGENTS -P0.55%
Los Angeles Unified School District, Series 2020 RYQ, GO Bonds0.52%
STATE OF CALIFORNIA 5.0% 04-01-490.48%
San Diego Community College District, Series A-10.46%
California (State of) Educational Facilities Authority (Stanford University), Series 2014 U-6, RB0.46%
Toll Road Sr Lien Refunding RB Series 2021A0.44%
State of California 5.00% 03/01/20550.43%
SAN FRANCISCO-REV-C0.43%
SAN FRANCISCO PUB-D0.42%
UNIV OF CALIFORNIA CA REVENUES UNVHGR 05/52 FIXED 50.41%
UNIV OF CALIFORNIA CA REVENUES0.38%
SAN DIEGO USD-I0.37%
KAISER FOUNDATION HOSPITALS 5.0% 11-01-470.36%
California (State of) Educational Facilities Authority (Stanford University), Series 2013 U-3, RB0.35%
Bay Area Toll Authority, Series 2017S-70.34%
STATE OF CALIFORNIA 4.0% 09-01-430.34%
San Diego Unified School District, Series 2023G-30.33%
State of California 5.25% 09/01/20530.33%
STATE OF CALIFORNIA 5.0% 03-01-490.33%
LELAND STANFORD JUNIOR UNIVERSITY 5.0% 06-01-460.31%
Los Angeles Unified School District, Series 2023QRR0.31%
CA ST HLTH FACS-A-REF0.31%
CA ST UNIV-A-REF0.31%
SAN FRANCISCO BAY-D10.30%
CA ST UNIV TRUSTEES-A0.30%
LOS ANGELES CA DEPT OF ARPTS ARPT REVENUE0.29%
SAN DIEGO UNIF SD-C-30.29%
San Francisco (City & County of), CA Airport Commission (San Francisco International Airport), Series 2017 B, RB0.28%
Fremont Union High School District, Series 2019 A, GO Bonds0.28%
SAN JOAQUIN TRANS-A0.27%
San Diego Community College District, Series A-10.27%
Mt. San Antonio Community College District (Election of 2008), Series 2019 A, GO Bonds0.27%
FOLSOM CORDOVA USD-D0.27%
San Francisco Community College District (Election of 2020), Series 2020 A, GO Bonds0.26%
CA ST PUB WKS BRD-A0.26%
Municipal Improvement Corp. of Los Angeles, Series A0.26%
Oxnard Union High School District, Ventura County, California, General Obligation Bonds, Election 2018 Series 2022C0.26%
SAN FRANCISCO W 5.25% 11/1/20550.25%
State of California, Series 20240.25%
SAN DIEGO USD A-30.25%
SAN MARCOS USD-A0.25%
California (State of) Health Facilities Financing Authority (Stanford Health Care), Series 2020 A, Ref. RB0.25%
STHRN CA PUB PWR AUTH0.25%
STATE OF CALIFORNIA0.25%
UNIV OF CA -REF-O0.24%

VTEL (Jan. 31, 2026)

SecurityWeight
Vanguard Municipal Cash Management Fund0.93%
State of California, Series 2025, GO Bonds0.26%
UNIV OF CALIFORNIA CA REVENUES REGD N/C B/E 5.000000000.24%
State of California, Series 2025, GO Bonds0.21%
BATTERY PK REV 5% 11/1/20530.16%
NY MTA TRANSP 5% 11/15/20500.15%
MIAMI-DADE WTSW 4% 10/1/490.15%
Washington Metropolitan Area Transit Authority, Series 2017 B, RB0.15%
NY CITY TRANS FIN-F-10.15%
Tender Option Bond Trust Receipts/Certificates0.14%
State of California, Series 2025, GO Bonds0.13%
Hudson Yards Infrastructure Corp., Series 2017 A, Ref. RB0.13%
NY TRANS FIN AUTH-C0.13%
IN MUNI PWR AGY-A-REF0.13%
NY TRANS FIN AUTH-C0.13%
PENNSYLVANIA TURNPIKE COMMISSION 5.0% 12-01-410.13%
Lower Colorado River Authority (LCRA Transmission Services Corp.), Series 2022, Ref. RB0.13%
GRAND PKWY TRANSPRTN0.13%
STATE OF ILLINOIS MCCORMICK PLACE EXPANSION PROJECT FUND 5.0% 06-15-500.12%
NJ TRANSPRTN TRUST-A0.12%
ILL ST TOLL 5% 1/1/450.12%
San Diego County Regional Airport Authority, Series 2017 A0.12%
Tender Option Bond Trust Receipts/Certificates0.12%
CA ST PUB WKS-C-REF0.12%
MA CMNWLTH-SER B0.12%
UNIV OF CALIFORNIA CA REVENUES UNVHGR 05/52 FIXED 50.12%
UNIV OF MICHIGAN MI0.12%
Jefferson (County of), AL, Series 2024, Ref. Revenue Wts.0.12%
NEW YORK MUNI-AA-10.11%
TX WTR DEV BRD0.11%
Hudson Yards Infrastructure Corp., Series 2017 A, Ref. RB0.11%
FORT LAUDERDALE FL WTR & SWR REVENUE0.11%
STATE OF CALIFORNIA 5.0% 08-01-370.11%
NYC TRANSITIONAL-F-10.11%
NYC NY 5% 4/1/20410.11%
STATE OF NEW YORK SALES TAX REVENUE 5.0% 03-15-550.11%
STATE OF NEW YORK ST AID WITHHLDG 5.0% 07-15-360.11%
ENERGY NW/WPPS 5% 7/1/20370.11%
STATE OF ILLINOIS S 5.00%0.11%
NYC WTR 5% 6/15/20410.11%
NYC WTR 5% 6/15/20450.11%
Pennsylvania Turnpike Commission, Turnpike Revenue Bonds, Series 2016A-10.11%
Los Angeles (City of), CA Department of Airports (Los Angeles International Airport), Series 2021 B, Ref. RB0.10%
SPRING TX INDEP SCH DIST0.10%
STATE OF NEW JERSEY 5.0% 06-15-400.10%
NY TRANS FIN AUTH-D-10.10%
NYC TRANS FIN-S-30.10%
NYC NY 5% 8/1/20470.10%
MANSFIELD TX INDEP SCH DIST0.10%
HUDSON YARDS NY 4% 2/15/440.10%

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