VANGUARD WELLINGTON FD

Ticker: VFQY CUSIP: 921935706 Class: US QUALITY

Genesis Wealth Advisors, LLC's Holding History (CIK: 0001637241)

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

Q4 2025
Shares 57,030 Value ($000) $8,749 Avg Close — Range —
Q3 2025
Shares 55,856 Value ($000) $8,424 Avg Close — Range —
Q2 2025
Shares 55,131 Value ($000) $7,923 Avg Close — Range —
Q1 2025
Shares 52,069 Value ($000) $6,959 Avg Close — Range —
Q4 2024
Shares 49,042 Value ($000) $6,910 Avg Close — Range —