VANGUARD WELLINGTON FD

Ticker: VFMV CUSIP: 921935409 Class: US MINIMUM

Glass Jacobson Investment Advisors llc's Holding History (CIK: 0001964394)

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

Q4 2025
Shares 10,167 Value ($000) $1,325 Avg Close — Range —
Q3 2025
Shares 9,904 Value ($000) $1,301 Avg Close — Range —
Q2 2025
Shares 9,245 Value ($000) $1,185 Avg Close — Range —
Q1 2025
Shares 8,284 Value ($000) $998 Avg Close — Range —
Q4 2024
Shares 8,284 Value ($000) $998 Avg Close — Range —
Q3 2024
Shares 1,649 Value ($000) $201 Avg Close — Range —
Q2 2024
Shares 1,468 Value ($000) $167 Avg Close — Range —
Q1 2024
Shares 668 Value ($000) $75 Avg Close — Range —
Q4 2023
Shares 1,387 Value ($000) $145 Avg Close — Range —
Q3 2023
Shares 172 Value ($000) $17 Avg Close — Range —
Q2 2023
Shares 136 Value ($000) $14 Avg Close — Range —