VANGUARD WELLINGTON FD

Ticker: VFMO CUSIP: 921935508 Class: US MOMENTUM

Belpointe Asset Management LLC's Holding History (CIK: 0001721242)

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

Q4 2025
Shares 1,119 Value ($000) $214 Avg Close — Range —
Q2 2025
Shares 1,268 Value ($000) $219 Avg Close — Range —
Q1 2025
Shares 3,347 Value ($000) $508 Avg Close — Range —
Q4 2024
Shares 3,329 Value ($000) $527 Avg Close — Range —
Q3 2024
Shares 3,427 Value ($000) $552 Avg Close — Range —
Q2 2024
Shares 3,323 Value ($000) $499 Avg Close — Range —
Q1 2023
Shares 275 Value ($000) $31 Avg Close — Range —
Q4 2022
Shares 220 Value ($000) $25 Avg Close — Range —