VANGUARD WHITEHALL FDS

Ticker: VYM CUSIP: 921946406 Class: Exchange Traded Fund

Sovereign Financial Group, Inc.'s Holding History (CIK: 0001846175)

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

Q4 2025
Shares 46,957 Value ($000) $6,739 Avg Close Range
Q3 2025
Shares 45,609 Value ($000) $6,429 Avg Close Range
Q2 2025
Shares 41,610 Value ($000) $5,547 Avg Close Range
Q1 2025
Shares 39,848 Value ($000) $5,139 Avg Close Range
Q4 2024
Shares 36,497 Value ($000) $4,657 Avg Close Range
Q3 2024
Shares 34,122 Value ($000) $4,374 Avg Close Range
Q2 2024
Shares 31,321 Value ($000) $3,715 Avg Close Range
Q1 2024
Shares 32,561 Value ($000) $3,940 Avg Close Range
Q4 2023
Shares 32,248 Value ($000) $3,600 Avg Close Range
Q3 2023
Shares 34,512 Value ($000) $3,566 Avg Close Range
Q2 2023
Shares 39,113 Value ($000) $4,149 Avg Close Range
Q1 2023
Shares 36,802 Value ($000) $3,883 Avg Close Range
Q4 2022
Shares 35,927 Value ($000) $3,888 Avg Close Range
Q3 2022
Shares 33,145 Value ($000) $3,145 Avg Close Range
Q2 2022
Shares 29,152 Value ($000) $2,965 Avg Close Range
Q1 2022
Shares 27,222 Value ($000) $3,056 Avg Close Range
Q4 2021
Shares 18,588 Value ($000) $2,084 Avg Close Range
Q3 2021
Shares 9,442 Value ($000) $976 Avg Close Range
Q2 2021
Shares 8,831 Value ($000) $893 Avg Close Range
Q1 2021
Shares 8,831 Value ($000) $893 Avg Close Range
Q4 2020
Shares 7,571 Value ($000) $693 Avg Close Range