VANGUARD WELLINGTON FD

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

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 17,468 Value ($000) $1,774 Avg Close — Range —
Q3 2025
Shares 16,250 Value ($000) $1,656 Avg Close — Range —
Q2 2025
Shares 12,075 Value ($000) $1,219 Avg Close — Range —
Q1 2025
Shares 2,425 Value ($000) $244 Avg Close — Range —