VANGUARD CHARLOTTE FDS

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

Oakwell Private Wealth Management, LLC's Holding History (CIK: 0001844024)

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

Q4 2025
Shares 6,753 Value ($000) $326 Avg Close — Range —
Q3 2025
Shares 6,753 Value ($000) $334 Avg Close — Range —
Q2 2025
Shares 6,931 Value ($000) $343 Avg Close — Range —
Q1 2025
Shares 6,644 Value ($000) $324 Avg Close — Range —
Q4 2024
Shares 6,644 Value ($000) $326 Avg Close — Range —
Q3 2024
Shares 6,644 Value ($000) $334 Avg Close — Range —
Q2 2024
Shares 6,644 Value ($000) $323 Avg Close — Range —
Q1 2024
Shares 6,644 Value ($000) $327 Avg Close — Range —
Q4 2023
Shares 6,644 Value ($000) $328 Avg Close — Range —
Q3 2023
Shares 6,644 Value ($000) $318 Avg Close — Range —
Q2 2023
Shares 6,650 Value ($000) $325 Avg Close — Range —
Q1 2023
Shares 6,650 Value ($000) $325 Avg Close — Range —
Q4 2022
Shares 6,682 Value ($000) $317 Avg Close — Range —