VANGUARD CHARLOTTE FDS

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

Morton Brown Family Wealth, LLC's Holding History (CIK: 0001909851)

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

Q4 2025
Shares 226,399 Value ($000) $10,940 Avg Close — Range —
Q3 2025
Shares 192,027 Value ($000) $9,498 Avg Close — Range —
Q2 2025
Shares 169,512 Value ($000) $8,393 Avg Close — Range —
Q1 2025
Shares 160,770 Value ($000) $7,849 Avg Close — Range —
Q4 2024
Shares 146,978 Value ($000) $7,209 Avg Close — Range —
Q3 2024
Shares 130,289 Value ($000) $6,551 Avg Close — Range —
Q2 2024
Shares 119,787 Value ($000) $5,886 Avg Close — Range —
Q1 2024
Shares 102,211 Value ($000) $5,028 Avg Close — Range —
Q4 2023
Shares 88,507 Value ($000) $4,369 Avg Close — Range —
Q3 2023
Shares 76,146 Value ($000) $3,642 Avg Close — Range —
Q2 2023
Shares 75,398 Value ($000) $3,685 Avg Close — Range —
Q1 2023
Shares 67,208 Value ($000) $3,288 Avg Close — Range —
Q4 2022
Shares 47,680 Value ($000) $2,261 Avg Close — Range —
Q3 2022
Shares 31,008 Value ($000) $1,480 Avg Close — Range —
Q2 2022
Shares 30,539 Value ($000) $1,513 Avg Close — Range —
Q1 2022
Shares 24,923 Value ($000) $1,307 Avg Close — Range —
Q4 2021
Shares 22,051 Value ($000) $1,216 Avg Close — Range —