VANGUARD WELLINGTON FD

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

BROWN WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001987005)

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

Q4 2025
Shares 23,310 Value ($000) $2,368 Avg Close Range
Q3 2025
Shares 22,696 Value ($000) $2,313 Avg Close Range
Q2 2025
Shares 23,948 Value ($000) $2,417 Avg Close Range
Q1 2025
Shares 2,643 Value ($000) $266 Avg Close Range
Q4 2024
Shares 2,642 Value ($000) $265 Avg Close Range
Q3 2024
Shares 1,984 Value ($000) $201 Avg Close Range
Q2 2024
Shares 2,725 Value ($000) $273 Avg Close Range
Q1 2024
Shares 2,516 Value ($000) $253 Avg Close Range
Q4 2023
Shares 2,507 Value ($000) $254 Avg Close Range