VANGUARD WELLINGTON FD

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

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 8,760 Value ($000) $890 Avg Close — Range —
Q3 2025
Shares 8,000 Value ($000) $815 Avg Close — Range —
Q2 2025
Shares 2,726 Value ($000) $275 Avg Close — Range —
Q1 2025
Shares 2,826 Value ($000) $284 Avg Close — Range —
Q4 2024
Shares 2,826 Value ($000) $283 Avg Close — Range —
Q3 2024
Shares 2,758 Value ($000) $280 Avg Close — Range —