VANGUARD BD INDEX FDS

Ticker: BLV CUSIP: 921937793 Class: LONG TERM BOND

Evergreen Wealth Management, LLC's Holding History (CIK: 0001965292)

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

Q4 2025
Shares 151,656 Value ($000) $10,543 Avg Close — Range —
Q3 2025
Shares 146,354 Value ($000) $10,369 Avg Close — Range —
Q2 2025
Shares 128,657 Value ($000) $8,947 Avg Close — Range —
Q1 2025
Shares 105,921 Value ($000) $7,459 Avg Close — Range —
Q4 2024
Shares 100,904 Value ($000) $6,905 Avg Close — Range —
Q3 2024
Shares 98,107 Value ($000) $7,375 Avg Close — Range —
Q2 2024
Shares 57,742 Value ($000) $4,059 Avg Close — Range —
Q1 2024
Shares 57,742 Value ($000) $4,177 Avg Close — Range —
Q4 2023
Shares 57,742 Value ($000) $4,306 Avg Close — Range —
Q3 2023
Shares 31,098 Value ($000) $2,085 Avg Close — Range —
Q2 2023
Shares 30,375 Value ($000) $2,276 Avg Close — Range —
Q1 2023
Shares 29,359 Value ($000) $2,250 Avg Close — Range —