VANGUARD CHARLOTTE FDS

Ticker: BNDX CUSIP: 92203J407 Class: TOTAL INT BD ETF

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

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

Q4 2025
Shares 70,082 Value ($000) $3,386 Avg Close — Range —
Q3 2025
Shares 165,674 Value ($000) $8,194 Avg Close — Range —
Q2 2025
Shares 230,047 Value ($000) $11,390 Avg Close — Range —
Q1 2025
Shares 587,231 Value ($000) $28,669 Avg Close — Range —
Q4 2024
Shares 935,044 Value ($000) $45,864 Avg Close — Range —
Q2 2023
Shares 6,580 Value ($000) $322 Avg Close — Range —
Q4 2022
Shares 4,687 Value ($000) $222 Avg Close — Range —
Q3 2022
Shares 4,408 Value ($000) $210 Avg Close — Range —
Q2 2022
Shares 8,056 Value ($000) $400 Avg Close — Range —
Q1 2022
Shares 8,508 Value ($000) $446 Avg Close — Range —