VANGUARD WELLINGTON FD

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

SwitchPoint Financial Planning, LLC's Holding History (CIK: 0002055526)

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

Q4 2025
Shares 11,850 Value ($000) $1,204 Avg Close — Range —
Q3 2025
Shares 11,951 Value ($000) $1,218 Avg Close — Range —
Q2 2025
Shares 11,897 Value ($000) $1,201 Avg Close — Range —
Q1 2025
Shares 13,188 Value ($000) $1,326 Avg Close — Range —
Q4 2024
Shares 13,339 Value ($000) $1,337 Avg Close — Range —