VANGUARD BD INDEX FDS

Ticker: BSV CUSIP: 921937827 Class: SHORT TRM BOND

United Financial Planning Group LLC's Holding History (CIK: 0002088337)

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

Q4 2025
Shares 48,441 Value ($000) $3,818 Avg Close — Range —
Q3 2025
Shares 68,659 Value ($000) $5,406 Avg Close — Range —