VANGUARD WELLINGTON FD

Ticker: VFMF CUSIP: 921935607 Class: Exchange Traded Fund

Cherry Tree Wealth Management, LLC's Holding History (CIK: 0001985414)

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

Q4 2025
Shares 1,759 Value ($000) $265 Avg Close — Range —
Q3 2025
Shares 2,003 Value ($000) $289 Avg Close — Range —
Q2 2025
Shares 2,083 Value ($000) $280 Avg Close — Range —
Q1 2025
Shares 2,083 Value ($000) $263 Avg Close — Range —
Q4 2024
Shares 2,083 Value ($000) $272 Avg Close — Range —
Q3 2024
Shares 2,091 Value ($000) $273 Avg Close — Range —
Q2 2024
Shares 2,162 Value ($000) $265 Avg Close — Range —
Q1 2024
Shares 2,002 Value ($000) $254 Avg Close — Range —
Q4 2023
Shares 2,002 Value ($000) $230 Avg Close — Range —
Q3 2023
Shares 2,046 Value ($000) $211 Avg Close — Range —
Q2 2023
Shares 2,046 Value ($000) $213 Avg Close — Range —