VANGUARD WELLINGTON FD

Ticker: VFMV CUSIP: 921935409 Class: US MINIMUM

Foundations Investment Advisors, LLC's Holding History (CIK: 0001743404)

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

Q4 2025
Shares 148,658 Value ($000) $19,381 Avg Close — Range —
Q3 2025
Shares 144,298 Value ($000) $18,947 Avg Close — Range —
Q2 2025
Shares 139,685 Value ($000) $17,912 Avg Close — Range —
Q1 2025
Shares 133,637 Value ($000) $16,937 Avg Close — Range —
Q4 2024
Shares 101,199 Value ($000) $12,195 Avg Close — Range —
Q3 2024
Shares 94,550 Value ($000) $11,499 Avg Close — Range —
Q2 2024
Shares 56,597 Value ($000) $6,432 Avg Close — Range —
Q1 2024
Shares 53,729 Value ($000) $6,012 Avg Close — Range —
Q4 2023
Shares 50,575 Value ($000) $5,404 Avg Close — Range —
Q3 2023
Shares 57,178 Value ($000) $5,499 Avg Close — Range —
Q2 2023
Shares 37,739 Value ($000) $3,766 Avg Close — Range —
Q1 2023
Shares 29,611 Value ($000) $2,913 Avg Close — Range —