VANGUARD BD INDEX FDS

Ticker: BIV CUSIP: 921937819 Class: Fixed Income ETF

Balance Wealth, LLC's Holding History (CIK: 0002065247)

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

Q4 2025
Shares 48,252 Value ($000) $3,758 Avg Close — Range —
Q3 2025
Shares 48,532 Value ($000) $3,790 Avg Close — Range —
Q2 2025
Shares 50,711 Value ($000) $3,922 Avg Close — Range —
Q1 2025
Shares 51,419 Value ($000) $3,937 Avg Close — Range —