VANGUARD WELLINGTON FD

Ticker: VFMF CUSIP: 921935607 Class: Exchange Traded Fund

Partners in Financial Planning's Holding History (CIK: 0002054264)

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

Q4 2025
Shares 19,646 Value ($000) $2,961 Avg Close — Range —
Q3 2025
Shares 19,917 Value ($000) $2,874 Avg Close — Range —
Q2 2025
Shares 20,019 Value ($000) $2,692 Avg Close — Range —
Q1 2025
Shares 20,619 Value ($000) $2,604 Avg Close — Range —
Q4 2024
Shares 20,903 Value ($000) $2,729 Avg Close — Range —
Q3 2024
Shares 21,096 Value ($000) $2,751 Avg Close — Range —
Q2 2024
Shares 21,216 Value ($000) $2,597 Avg Close — Range —
Q1 2024
Shares 21,046 Value ($000) $2,670 Avg Close — Range —
Q4 2023
Shares 23,013 Value ($000) $2,643 Avg Close — Range —
Q3 2023
Shares 23,368 Value ($000) $2,413 Avg Close — Range —
Q2 2023
Shares 23,423 Value ($000) $2,434 Avg Close — Range —
Q1 2023
Shares 24,045 Value ($000) $2,383 Avg Close — Range —
Q4 2022
Shares 24,270 Value ($000) $2,374 Avg Close — Range —
Q3 2022
Shares 24,429 Value ($000) $2,503 Avg Close — Range —
Q2 2022
Shares 24,418 Value ($000) $2,390 Avg Close — Range —
Q1 2022
Shares 24,404 Value ($000) $2,449 Avg Close — Range —
Q4 2021
Shares 24,383 Value ($000) $2,518 Avg Close — Range —
Q3 2021
Shares 25,897 Value ($000) $2,579 Avg Close — Range —
Q2 2021
Shares 26,120 Value ($000) $2,638 Avg Close — Range —