VANGUARD BD INDEX FDS

Ticker: BSV CUSIP: 921937827 Class: SHORT TRM BOND

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 165,954 Value ($000) $13,079 Avg Close — Range —
Q3 2025
Shares 156,601 Value ($000) $12,357 Avg Close — Range —
Q2 2025
Shares 171,877 Value ($000) $13,527 Avg Close — Range —
Q1 2025
Shares 157,588 Value ($000) $12,336 Avg Close — Range —
Q4 2024
Shares 127,336 Value ($000) $9,839 Avg Close — Range —
Q3 2024
Shares 144,081 Value ($000) $11,338 Avg Close — Range —
Q2 2024
Shares 180,238 Value ($000) $13,824 Avg Close — Range —
Q1 2024
Shares 189,890 Value ($000) $14,559 Avg Close — Range —
Q4 2023
Shares 184,843 Value ($000) $14,237 Avg Close — Range —