VANGUARD WELLINGTON FD

Ticker: VFMO CUSIP: 921935508 Class: US MOMENTUM

IAM Advisory, LLC's Holding History (CIK: 0001825292)

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

Q4 2025
Shares 8,276 Value ($000) $1,583 Avg Close — Range —
Q3 2025
Shares 8,375 Value ($000) $1,605 Avg Close — Range —
Q2 2025
Shares 8,310 Value ($000) $1,434 Avg Close — Range —
Q1 2025
Shares 8,348 Value ($000) $1,266 Avg Close — Range —
Q4 2024
Shares 8,313 Value ($000) $1,366 Avg Close — Range —
Q3 2024
Shares 8,318 Value ($000) $1,339 Avg Close — Range —
Q2 2024
Shares 8,145 Value ($000) $1,223 Avg Close — Range —
Q1 2024
Shares 8,081 Value ($000) $1,223 Avg Close — Range —