VANGUARD WELLINGTON FD

Ticker: VFMO CUSIP: 921935508 Class: US MOMENTUM

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 2,275 Value ($000) $435 Avg Close — Range —
Q3 2025
Shares 2,145 Value ($000) $411 Avg Close — Range —
Q2 2025
Shares 1,884 Value ($000) $325 Avg Close — Range —
Q1 2025
Shares 1,403 Value ($000) $213 Avg Close — Range —