VANGUARD MALVERN FDS

Ticker: VPLS CUSIP: 922020755 Class: CORE-PLUS BD ETF

Balance Wealth, LLC's Holding History (CIK: 0002065247)

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

Q4 2025
Shares 188,976 Value ($000) $14,762 Avg Close — Range —
Q3 2025
Shares 183,251 Value ($000) $14,409 Avg Close — Range —
Q2 2025
Shares 115,975 Value ($000) $9,023 Avg Close — Range —
Q1 2025
Shares 52,227 Value ($000) $4,051 Avg Close — Range —