VANGUARD WELLESLEY INCOME ADMIRAL

Ticker: VWIAX CUSIP: 921938205 Class: Mutual Fund

RICHARDSON FINANCIAL SERVICES INC.'s Holding History (CIK: 0002012303)

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

Q4 2025
Shares 6,538 Value ($000) $1,399 Avg Close — Range —
Q3 2025
Shares 6,272 Value ($000) $399 Avg Close — Range —
Q2 2025
Shares 6,272 Value ($000) $390 Avg Close — Range —
Q4 2024
Shares 6,272 Value ($000) $376 Avg Close — Range —
Q3 2024
Shares 12,194 Value ($000) $759 Avg Close — Range —
Q2 2024
Shares 6,097 Value ($000) $369 Avg Close — Range —
Q1 2024
Shares 6,097 Value ($000) $372 Avg Close — Range —