VANGUARD BD INDEX FDS

Ticker: BSV CUSIP: 921937827 Class: SHORT TRM BOND

Simplicity Wealth,LLC's Holding History (CIK: 0001913243)

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

Q4 2025
Shares 4,770 Value ($000) $376 Avg Close Range
Q3 2025
Shares 16,241 Value ($000) $1,282 Avg Close Range
Q2 2025
Shares 19,568 Value ($000) $1,540 Avg Close Range
Q1 2025
Shares 12,180 Value ($000) $953 Avg Close Range
Q4 2024
Shares 12,180 Value ($000) $941 Avg Close Range
Q3 2024
Shares 14,525 Value ($000) $1,143 Avg Close Range
Q2 2024
Shares 100,988 Value ($000) $7,746 Avg Close Range
Q1 2024
Shares 96,563 Value ($000) $7,403 Avg Close Range
Q2 2023
Shares 10,121 Value ($000) $765 Avg Close Range