VANGUARD WELLINGTON FD

Ticker: VFMO CUSIP: 921935508 Class: US MOMENTUM

PARTNERS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002054714)

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

Q4 2025
Shares 2,463 Value ($000) $471 Avg Close — Range —
Q3 2025
Shares 2,423 Value ($000) $464 Avg Close — Range —
Q2 2025
Shares 2,307 Value ($000) $351 Avg Close — Range —
Q1 2025
Shares 2,307 Value ($000) $350 Avg Close — Range —
Q4 2024
Shares 2,307 Value ($000) $379 Avg Close — Range —