VANGUARD BD INDEX FDS

Ticker: BIV CUSIP: 921937819 Class: Fixed Income ETF

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

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

Q4 2025
Shares 9,483 Value ($000) $739 Avg Close — Range —
Q2 2025
Shares 5,888 Value ($000) $455 Avg Close — Range —
Q1 2025
Shares 9,586 Value ($000) $734 Avg Close — Range —
Q4 2024
Shares 183,132 Value ($000) $13,685 Avg Close — Range —
Q3 2024
Shares 228,605 Value ($000) $17,916 Avg Close — Range —
Q2 2024
Shares 262,418 Value ($000) $19,652 Avg Close — Range —
Q1 2024
Shares 365,325 Value ($000) $27,545 Avg Close — Range —
Q4 2023
Shares 449,388 Value ($000) $34,324 Avg Close — Range —
Q3 2023
Shares 468,278 Value ($000) $33,861 Avg Close — Range —
Q2 2023
Shares 470,001 Value ($000) $35,358 Avg Close — Range —
Q1 2023
Shares 452,152 Value ($000) $34,698 Avg Close — Range —
Q3 2022
Shares 344,882 Value ($000) $25,342 Avg Close — Range —
Q2 2022
Shares 330,308 Value ($000) $25,648 Avg Close — Range —
Q1 2022
Shares 215,508 Value ($000) $17,650 Avg Close — Range —
Q1 2021
Shares 2,744 Value ($000) $243 Avg Close — Range —
Q4 2020
Shares 3,589 Value ($000) $333 Avg Close — Range —
Q3 2020
Shares 213,295 Value ($000) $19,939 Avg Close — Range —