VANGUARD CHARLOTTE FDS

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

Investments & Financial Planning, LLC's Holding History (CIK: 0001909307)

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

Q4 2025
Shares 19,515 Value ($000) $943 Avg Close — Range —
Q3 2025
Shares 22,897 Value ($000) $1,133 Avg Close — Range —
Q2 2025
Shares 29,207 Value ($000) $1,446 Avg Close — Range —
Q1 2025
Shares 31,638 Value ($000) $1,545 Avg Close — Range —
Q4 2024
Shares 35,366 Value ($000) $1,735 Avg Close — Range —
Q3 2024
Shares 39,260 Value ($000) $1,974 Avg Close — Range —
Q2 2024
Shares 39,664 Value ($000) $1,930 Avg Close — Range —
Q1 2024
Shares 39,143 Value ($000) $1,925 Avg Close — Range —
Q4 2023
Shares 37,452 Value ($000) $1,849 Avg Close — Range —
Q3 2023
Shares 75,832 Value ($000) $3,627 Avg Close — Range —
Q2 2023
Shares 81,524 Value ($000) $3,985 Avg Close — Range —
Q1 2023
Shares 90,657 Value ($000) $4,435 Avg Close — Range —
Q4 2022
Shares 99,607 Value ($000) $4,724 Avg Close — Range —
Q2 2022
Shares 108,355 Value ($000) $5,368 Avg Close — Range —
Q1 2022
Shares 108,044 Value ($000) $5,666 Avg Close — Range —
Q4 2021
Shares 107,149 Value ($000) $5,707 Avg Close — Range —