VANGUARD WELLINGTON FD

Ticker: VFMF CUSIP: 921935607 Class: Exchange Traded Fund

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001851395)

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

Q4 2025
Shares 36,207 Value ($000) $5,457 Avg Close — Range —
Q3 2025
Shares 29,029 Value ($000) $4,188 Avg Close — Range —
Q2 2025
Shares 23,969 Value ($000) $3,224 Avg Close — Range —
Q1 2025
Shares 26,618 Value ($000) $3,362 Avg Close — Range —
Q4 2024
Shares 23,984 Value ($000) $3,132 Avg Close — Range —
Q3 2024
Shares 21,596 Value ($000) $2,816 Avg Close — Range —
Q2 2024
Shares 17,764 Value ($000) $2,174 Avg Close — Range —
Q1 2024
Shares 16,468 Value ($000) $2,090 Avg Close — Range —
Q4 2023
Shares 15,551 Value ($000) $1,786 Avg Close — Range —
Q3 2023
Shares 10,996 Value ($000) $1,135 Avg Close — Range —
Q2 2023
Shares 10,958 Value ($000) $1,139 Avg Close — Range —
Q1 2023
Shares 8,176 Value ($000) $810 Avg Close — Range —
Q4 2022
Shares 8,322 Value ($000) $822 Avg Close — Range —
Q2 2022
Shares 2,387 Value ($000) $213 Avg Close — Range —