VANGUARD WELLINGTON FD

Ticker: VFVA CUSIP: 921935805 Class: US VALUE FACTR

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

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

Q4 2025
Shares 26,340 Value ($000) $3,497 Avg Close — Range —
Q3 2025
Shares 29,964 Value ($000) $3,822 Avg Close — Range —
Q2 2025
Shares 31,798 Value ($000) $3,762 Avg Close — Range —
Q1 2025
Shares 89,478 Value ($000) $10,201 Avg Close — Range —
Q4 2024
Shares 83,967 Value ($000) $9,940 Avg Close — Range —