VANGUARD WELLINGTON FD

Ticker: VFMO CUSIP: 921935508 Class: US MOMENTUM

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q4 2025
Shares 1,509 Value ($000) $289 Avg Close — Range —
Q3 2025
Shares 1,616 Value ($000) $310 Avg Close — Range —
Q2 2025
Shares 1,466 Value ($000) $253 Avg Close — Range —
Q1 2025
Shares 1,464 Value ($000) $222 Avg Close — Range —
Q4 2024
Shares 1,464 Value ($000) $241 Avg Close — Range —
Q3 2024
Shares 1,463 Value ($000) $236 Avg Close — Range —
Q2 2024
Shares 1,462 Value ($000) $220 Avg Close — Range —