VANGUARD WHITEHALL FDS

Ticker: VYM CUSIP: 921946406 Class: Exchange Traded Fund

BALANCED WEALTH GROUP LLC's Holding History (CIK: 0002009783)

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

Q4 2025
Shares 2,999 Value ($000) $423 Avg Close — Range —
Q3 2025
Shares 2,995 Value ($000) $403 Avg Close — Range —
Q2 2025
Shares 2,995 Value ($000) $402 Avg Close — Range —
Q1 2025
Shares 2,991 Value ($000) $386 Avg Close — Range —
Q4 2024
Shares 2,987 Value ($000) $395 Avg Close — Range —
Q3 2024
Shares 2,983 Value ($000) $382 Avg Close — Range —
Q2 2024
Shares 3,734 Value ($000) $442 Avg Close — Range —
Q1 2024
Shares 4,007 Value ($000) $479 Avg Close — Range —
Q4 2023
Shares 4,446 Value ($000) $496 Avg Close — Range —