VANGUARD WELLINGTON FD

Ticker: VFVA CUSIP: 921935805 Class: US VALUE FACTR

Keystone Financial Group's Holding History (CIK: 0001729299)

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

Q4 2025
Shares 8,669 Value ($000) $1,151 Avg Close — Range —
Q3 2025
Shares 7,959 Value ($000) $1,015 Avg Close — Range —
Q2 2025
Shares 7,854 Value ($000) $929 Avg Close — Range —
Q1 2025
Shares 7,804 Value ($000) $890 Avg Close — Range —
Q4 2024
Shares 8,019 Value ($000) $949 Avg Close — Range —
Q3 2024
Shares 8,408 Value ($000) $1,014 Avg Close — Range —
Q1 2024
Shares 8,188 Value ($000) $977 Avg Close — Range —
Q4 2023
Shares 7,358 Value ($000) $829 Avg Close — Range —
Q3 2023
Shares 6,658 Value ($000) $666 Avg Close — Range —
Q2 2023
Shares 6,367 Value ($000) $635 Avg Close — Range —
Q4 2022
Shares 4,306 Value ($000) $425 Avg Close — Range —
Q3 2022
Shares 4,256 Value ($000) $370 Avg Close — Range —
Q2 2022
Shares 3,125 Value ($000) $285 Avg Close — Range —