VANGUARD WELLINGTON FD

Ticker: VTES CUSIP: 921935870 Class: SHORT TRM TAX EX

Wescott Financial Advisory Group, LLC's Holding History (CIK: 0001864880)

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

Q4 2025
Shares 668,567 Value ($000) $67,910 Avg Close — Range —
Q3 2025
Shares 636,155 Value ($000) $64,840 Avg Close — Range —
Q2 2025
Shares 637,076 Value ($000) $64,300 Avg Close — Range —
Q1 2025
Shares 647,297 Value ($000) $65,060 Avg Close — Range —
Q4 2024
Shares 631,786 Value ($000) $63,337 Avg Close — Range —
Q3 2024
Shares 617,037 Value ($000) $62,580 Avg Close — Range —
Q2 2024
Shares 581,904 Value ($000) $58,231 Avg Close — Range —
Q1 2024
Shares 539,357 Value ($000) $54,313 Avg Close — Range —
Q4 2023
Shares 481,044 Value ($000) $48,783 Avg Close — Range —
Q3 2023
Shares 455,700 Value ($000) $44,978 Avg Close — Range —
Q2 2023
Shares 441,530 Value ($000) $44,365 Avg Close — Range —