VANGUARD CHARLOTTE FDS

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

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 15,298 Value ($000) $742 Avg Close — Range —
Q3 2025
Shares 603 Value ($000) $85 Avg Close — Range —
Q2 2025
Shares 5,012 Value ($000) $248 Avg Close — Range —
Q1 2025
Shares 8,279 Value ($000) $408 Avg Close — Range —
Q4 2024
Shares 4,953 Value ($000) $243 Avg Close — Range —
Q3 2024
Shares 5,175 Value ($000) $259 Avg Close — Range —
Q2 2024
Shares 8,192 Value ($000) $409 Avg Close — Range —
Q1 2024
Shares 9,857 Value ($000) $480 Avg Close — Range —
Q4 2023
Shares 13,084 Value ($000) $646 Avg Close — Range —
Q3 2023
Shares 18,461 Value ($000) $883 Avg Close — Range —
Q2 2023
Shares 20,899 Value ($000) $1,022 Avg Close — Range —
Q4 2022
Shares 25,903 Value ($000) $1,268 Avg Close — Range —