VANGUARD BD INDEX FDS

Ticker: BND CUSIP: 921937835 Class: TOTAL BND MRKT

IMA Wealth, Inc.'s Holding History (CIK: 0001455495)

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

Q4 2025
Shares 242,790 Value ($000) $17,983 Avg Close — Range —
Q3 2025
Shares 218,604 Value ($000) $16,258 Avg Close — Range —
Q2 2025
Shares 210,113 Value ($000) $15,471 Avg Close — Range —
Q1 2025
Shares 201,154 Value ($000) $14,775 Avg Close — Range —
Q4 2024
Shares 185,652 Value ($000) $13,350 Avg Close — Range —
Q3 2024
Shares 181,353 Value ($000) $13,621 Avg Close — Range —
Q3 2023
Shares 158,763 Value ($000) $11,078 Avg Close — Range —
Q2 2023
Shares 152,311 Value ($000) $11,071 Avg Close — Range —
Q1 2019
Shares 62 Value ($000) $5 Avg Close — Range —