VANGUARD WELLINGTON FD

Ticker: VFMO CUSIP: 921935508 Class: US MOMENTUM

Schulz Wealth, LTD.'s Holding History (CIK: 0002011780)

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

Q1 2025
Shares 86,511 Value ($000) $13,125 Avg Close Range
Q4 2024
Shares 85,598 Value ($000) $14,070 Avg Close Range
Q3 2024
Shares 84,433 Value ($000) $13,589 Avg Close Range
Q2 2024
Shares 81,463 Value ($000) $12,236 Avg Close Range
Q1 2024
Shares 83,393 Value ($000) $12,616 Avg Close Range
Q4 2023
Shares 81,411 Value ($000) $10,689 Avg Close Range