VANGUARD BD INDEX FDS

Ticker: BLV CUSIP: 921937793 Class: LONG TERM BOND

Keudell/Morrison Wealth Management's Holding History (CIK: 0001785498)

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

Q4 2025
Shares 7,963 Value ($000) $554 Avg Close — Range —
Q2 2025
Shares 5,015 Value ($000) $349 Avg Close — Range —
Q2 2024
Shares 3,087 Value ($000) $217 Avg Close — Range —
Q4 2023
Shares 6,256 Value ($000) $467 Avg Close — Range —
Q3 2023
Shares 132,718 Value ($000) $8,900 Avg Close — Range —
Q2 2023
Shares 131,428 Value ($000) $9,847 Avg Close — Range —