VANGUARD WELLINGTON FD

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

Level Financial Advisors, Inc.'s Holding History (CIK: 0001871734)

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

Q4 2025
Shares 2,292 Value ($000) $233 Avg Close — Range —
Q3 2025
Shares 2,292 Value ($000) $234 Avg Close — Range —
Q2 2025
Shares 2,292 Value ($000) $231 Avg Close — Range —
Q1 2025
Shares 2,292 Value ($000) $230 Avg Close — Range —
Q4 2024
Shares 2,292 Value ($000) $230 Avg Close — Range —
Q3 2024
Shares 2,292 Value ($000) $232 Avg Close — Range —
Q2 2024
Shares 2,292 Value ($000) $229 Avg Close — Range —
Q1 2024
Shares 2,292 Value ($000) $231 Avg Close — Range —
Q4 2023
Shares 2,292 Value ($000) $232 Avg Close — Range —
Q3 2023
Shares 821 Value ($000) $81 Avg Close — Range —