VANGUARD BD INDEX FDS

Ticker: BSV CUSIP: 921937827 Class: SHORT TRM BOND

ELEVATE WEALTH ADVISORY, INC's Holding History (CIK: 0002011651)

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

Q4 2025
Shares 153,799 Value ($000) $12,121 Avg Close — Range —
Q3 2025
Shares 138,121 Value ($000) $10,899 Avg Close — Range —
Q2 2025
Shares 137,092 Value ($000) $10,789 Avg Close — Range —
Q1 2025
Shares 149,330 Value ($000) $11,690 Avg Close — Range —
Q4 2024
Shares 142,941 Value ($000) $10,943 Avg Close — Range —
Q3 2024
Shares 141,359 Value ($000) $11,124 Avg Close — Range —
Q2 2024
Shares 136,368 Value ($000) $10,459 Avg Close — Range —
Q1 2024
Shares 125,012 Value ($000) $9,585 Avg Close — Range —
Q4 2023
Shares 127,458 Value ($000) $9,817 Avg Close — Range —