VANGUARD BD INDEX FDS

Ticker: BIV CUSIP: 921937819 Class: Fixed Income ETF

Windward Private Wealth Management Inc.'s Holding History (CIK: 0001835866)

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

Q4 2025
Shares 314,464 Value ($000) $24,490 Avg Close — Range —
Q3 2025
Shares 313,451 Value ($000) $24,477 Avg Close — Range —
Q2 2025
Shares 312,463 Value ($000) $24,166 Avg Close — Range —
Q1 2025
Shares 302,242 Value ($000) $23,143 Avg Close — Range —
Q4 2024
Shares 297,228 Value ($000) $22,212 Avg Close — Range —
Q3 2024
Shares 290,326 Value ($000) $22,753 Avg Close — Range —
Q2 2024
Shares 287,743 Value ($000) $21,549 Avg Close — Range —
Q1 2024
Shares 275,939 Value ($000) $20,806 Avg Close — Range —
Q4 2023
Shares 260,342 Value ($000) $19,885 Avg Close — Range —
Q3 2023
Shares 248,719 Value ($000) $17,985 Avg Close — Range —
Q2 2023
Shares 244,880 Value ($000) $18,422 Avg Close — Range —
Q1 2023
Shares 241,913 Value ($000) $18,564 Avg Close — Range —
Q4 2022
Shares 239,416 Value ($000) $17,793 Avg Close — Range —
Q3 2022
Shares 229,130 Value ($000) $16,836 Avg Close — Range —
Q2 2022
Shares 271,329 Value ($000) $21,069 Avg Close — Range —
Q1 2022
Shares 266,386 Value ($000) $21,817 Avg Close — Range —
Q4 2021
Shares 277,949 Value ($000) $24,354 Avg Close — Range —
Q3 2021
Shares 265,193 Value ($000) $23,719 Avg Close — Range —
Q2 2021
Shares 249,188 Value ($000) $22,417 Avg Close — Range —
Q1 2021
Shares 202,445 Value ($000) $17,963 Avg Close — Range —
Q4 2020
Shares 183,319 Value ($000) $17,021 Avg Close — Range —