VANGUARD BD INDEX FDS

Ticker: BIV CUSIP: 921937819 Class: Fixed Income ETF

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 4,331 Value ($000) $337 Avg Close — Range —
Q3 2025
Shares 5,275 Value ($000) $412 Avg Close — Range —
Q2 2025
Shares 5,275 Value ($000) $408 Avg Close — Range —
Q1 2025
Shares 5,529 Value ($000) $423 Avg Close — Range —
Q4 2024
Shares 6,035 Value ($000) $451 Avg Close — Range —
Q3 2024
Shares 39,825 Value ($000) $3,121 Avg Close — Range —
Q2 2024
Shares 42,254 Value ($000) $3,164 Avg Close — Range —
Q1 2024
Shares 43,543 Value ($000) $3,283 Avg Close — Range —
Q4 2023
Shares 44,648 Value ($000) $3,410 Avg Close — Range —
Q3 2023
Shares 45,640 Value ($000) $3,300 Avg Close — Range —
Q2 2023
Shares 45,743 Value ($000) $3,441 Avg Close — Range —
Q1 2023
Shares 56,641 Value ($000) $4,347 Avg Close — Range —
Q4 2022
Shares 56,678 Value ($000) $4,212 Avg Close — Range —
Q3 2022
Shares 56,969 Value ($000) $4,186 Avg Close — Range —