VANGUARD CHARLOTTE FDS

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

Topel & Distasi Wealth Management, LLC's Holding History (CIK: 0001880087)

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

Q4 2025
Shares 191,910 Value ($000) $9,273 Avg Close — Range —
Q3 2025
Shares 179,945 Value ($000) $8,900 Avg Close — Range —
Q2 2025
Shares 171,915 Value ($000) $8,512 Avg Close — Range —
Q1 2025
Shares 194,235 Value ($000) $9,483 Avg Close — Range —
Q4 2024
Shares 200,986 Value ($000) $9,858 Avg Close — Range —
Q3 2024
Shares 196,487 Value ($000) $9,879 Avg Close — Range —
Q2 2024
Shares 194,241 Value ($000) $9,454 Avg Close — Range —
Q1 2024
Shares 192,730 Value ($000) $9,480 Avg Close — Range —
Q4 2023
Shares 170,514 Value ($000) $8,417 Avg Close — Range —
Q3 2023
Shares 159,563 Value ($000) $7,632 Avg Close — Range —
Q2 2023
Shares 159,310 Value ($000) $7,787 Avg Close — Range —
Q1 2023
Shares 157,780 Value ($000) $7,719 Avg Close — Range —
Q4 2022
Shares 153,458 Value ($000) $7,279 Avg Close — Range —
Q3 2022
Shares 149,891 Value ($000) $7,222 Avg Close — Range —
Q2 2022
Shares 139,020 Value ($000) $6,887 Avg Close — Range —
Q1 2022
Shares 164,190 Value ($000) $8,610 Avg Close — Range —
Q4 2021
Shares 178,401 Value ($000) $9,841 Avg Close — Range —