VANGUARD WELLINGTON FD

Ticker: VFMO CUSIP: 921935508 Class: US MOMENTUM

LAZARI CAPITAL MANAGEMENT, INC.'s Holding History (CIK: 0001986389)

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

Q4 2025
Shares 3,083 Value ($000) $590 Avg Close — Range —
Q3 2025
Shares 3,453 Value ($000) $662 Avg Close — Range —
Q2 2025
Shares 3,591 Value ($000) $620 Avg Close — Range —
Q1 2025
Shares 3,706 Value ($000) $562 Avg Close — Range —
Q4 2024
Shares 4,296 Value ($000) $706 Avg Close — Range —
Q3 2024
Shares 6,661 Value ($000) $1,072 Avg Close — Range —
Q2 2024
Shares 6,986 Value ($000) $1,049 Avg Close — Range —