VANGUARD WELLINGTON FD

Ticker: VFVA CUSIP: 921935805 Class: US VALUE FACTR

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 41,942 Value ($000) $5,569 Avg Close — Range —
Q3 2025
Shares 41,562 Value ($000) $5,301 Avg Close — Range —