VANGUARD WELLINGTON FD

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

Beaird Harris Wealth Management, LLC's Holding History (CIK: 0001908938)

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

Q4 2025
Shares 101,454 Value ($000) $10,305 Avg Close — Range —
Q3 2025
Shares 108,142 Value ($000) $11,022 Avg Close — Range —
Q2 2025
Shares 105,511 Value ($000) $10,649 Avg Close — Range —
Q1 2025
Shares 115,487 Value ($000) $11,608 Avg Close — Range —
Q4 2024
Shares 129,899 Value ($000) $13,022 Avg Close — Range —
Q3 2024
Shares 170,579 Value ($000) $17,300 Avg Close — Range —
Q2 2024
Shares 177,768 Value ($000) $17,789 Avg Close — Range —
Q1 2024
Shares 182,318 Value ($000) $18,359 Avg Close — Range —
Q4 2023
Shares 183,190 Value ($000) $18,577 Avg Close — Range —
Q3 2023
Shares 28,412 Value ($000) $2,804 Avg Close — Range —