VANGUARD BD INDEX FDS

Ticker: BIV CUSIP: 921937819 Class: Fixed Income ETF

Concord Wealth Partners's Holding History (CIK: 0001814214)

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

Q4 2025
Shares 2,960 Value ($000) $231 Avg Close — Range —
Q3 2025
Shares 2,960 Value ($000) $231 Avg Close — Range —
Q2 2025
Shares 2,960 Value ($000) $229 Avg Close — Range —
Q1 2025
Shares 3,012 Value ($000) $231 Avg Close — Range —
Q4 2024
Shares 74 Value ($000) $6 Avg Close — Range —
Q3 2024
Shares 74 Value ($000) $6 Avg Close — Range —
Q2 2024
Shares 74 Value ($000) $6 Avg Close — Range —
Q1 2024
Shares 72 Value ($000) $5 Avg Close — Range —
Q4 2023
Shares 72 Value ($000) $5 Avg Close — Range —
Q3 2023
Shares 72 Value ($000) $5 Avg Close — Range —
Q2 2023
Shares 72 Value ($000) $5 Avg Close — Range —
Q1 2023
Shares 72 Value ($000) $6 Avg Close — Range —
Q4 2022
Shares 72 Value ($000) $5 Avg Close — Range —
Q2 2022
Shares 72 Value ($000) $6 Avg Close — Range —
Q1 2022
Shares 72 Value ($000) $6 Avg Close — Range —
Q4 2021
Shares 72 Value ($000) $6 Avg Close — Range —
Q3 2021
Shares 72 Value ($000) $6 Avg Close — Range —
Q2 2021
Shares 72 Value ($000) $6 Avg Close — Range —
Q1 2021
Shares 116 Value ($000) $10 Avg Close — Range —