VANGUARD SPECIALIZED FUNDS

Ticker: VIG CUSIP: 921908844 Class: DIV APP ETF

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q4 2025
Shares 5,001 Value ($000) $1,099 Avg Close — Range —
Q3 2025
Shares 5,852 Value ($000) $1,263 Avg Close — Range —
Q4 2021
Shares 1,658 Value ($000) $255 Avg Close — Range —
Q3 2021
Shares 1,658 Value ($000) $255 Avg Close — Range —
Q2 2021
Shares 49,974 Value ($000) $7,730 Avg Close — Range —
Q1 2021
Shares 48,645 Value ($000) $7,151 Avg Close — Range —
Q4 2020
Shares 44,410 Value ($000) $6,267 Avg Close — Range —