VANGUARD CHARLOTTE FDS

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

Baron Financial Group, LLC's Holding History (CIK: 0001832093)

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

Q4 2025
Shares 105,425 Value ($000) $5,094 Avg Close Range
Q3 2025
Shares 98,055 Value ($000) $4,850 Avg Close Range
Q2 2025
Shares 96,655 Value ($000) $4,785 Avg Close Range
Q1 2025
Shares 94,335 Value ($000) $4,605 Avg Close Range
Q4 2024
Shares 85,335 Value ($000) $4,186 Avg Close Range
Q3 2024
Shares 61,543 Value ($000) $3,094 Avg Close Range
Q2 2024
Shares 57,063 Value ($000) $2,777 Avg Close Range
Q1 2024
Shares 44,528 Value ($000) $2,190 Avg Close Range
Q4 2023
Shares 22,533 Value ($000) $1,112 Avg Close Range