VANGUARD WHITEHALL FDS

Ticker: VYM CUSIP: 921946406 Class: Exchange Traded Fund

Keudell/Morrison Wealth Management's Holding History (CIK: 0001785498)

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

Q4 2025
Shares 74,511 Value ($000) $10,694 Avg Close — Range —
Q2 2025
Shares 150,324 Value ($000) $20,040 Avg Close — Range —
Q1 2025
Shares 155,286 Value ($000) $20,026 Avg Close — Range —
Q4 2024
Shares 158,149 Value ($000) $20,178 Avg Close — Range —
Q3 2024
Shares 160,744 Value ($000) $20,607 Avg Close — Range —
Q2 2024
Shares 159,926 Value ($000) $18,967 Avg Close — Range —
Q1 2024
Shares 159,239 Value ($000) $19,266 Avg Close — Range —
Q4 2023
Shares 165,136 Value ($000) $18,434 Avg Close — Range —
Q3 2023
Shares 172,038 Value ($000) $17,775 Avg Close — Range —
Q2 2023
Shares 175,357 Value ($000) $18,600 Avg Close — Range —
Q1 2023
Shares 178,583 Value ($000) $18,841 Avg Close — Range —
Q4 2022
Shares 180,194 Value ($000) $19,499 Avg Close — Range —
Q3 2022
Shares 269,640 Value ($000) $25,583 Avg Close — Range —
Q2 2022
Shares 150,634 Value ($000) $15,319 Avg Close — Range —
Q1 2022
Shares 29,941 Value ($000) $3,361 Avg Close — Range —
Q4 2021
Shares 29,003 Value ($000) $3,252 Avg Close — Range —
Q3 2021
Shares 27,928 Value ($000) $2,886 Avg Close — Range —
Q2 2021
Shares 25,448 Value ($000) $2,666 Avg Close — Range —
Q1 2021
Shares 22,855 Value ($000) $2,310 Avg Close — Range —
Q4 2020
Shares 9,265 Value ($000) $848 Avg Close — Range —
Q3 2020
Shares 4,645 Value ($000) $376 Avg Close — Range —
Q2 2020
Shares 4,300 Value ($000) $339 Avg Close — Range —