VANGUARD BD INDEX FDS

Ticker: VUSB CUSIP: 92203C303 Class: VANGUARD ULTRA

Roberts Wealth Advisors, LLC's Holding History (CIK: 0001885319)

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

Q4 2025
Shares 80,378 Value ($000) $4,006 Avg Close — Range —
Q3 2025
Shares 139,383 Value ($000) $6,968 Avg Close — Range —
Q2 2025
Shares 199,397 Value ($000) $9,943 Avg Close — Range —
Q1 2025
Shares 271,379 Value ($000) $13,530 Avg Close — Range —
Q4 2024
Shares 300,176 Value ($000) $14,917 Avg Close — Range —
Q3 2024
Shares 191,408 Value ($000) $9,513 Avg Close — Range —
Q2 2024
Shares 171,708 Value ($000) $8,489 Avg Close — Range —
Q1 2024
Shares 111,967 Value ($000) $5,525 Avg Close — Range —
Q4 2023
Shares 62,865 Value ($000) $9 Avg Close — Range —
Q3 2023
Shares 56,662 Value ($000) $2,782 Avg Close — Range —