VANGUARD CHARLOTTE FDS

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

Upper Left Wealth Management, LLC's Holding History (CIK: 0001911228)

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

Q4 2025
Shares 135,132 Value ($000) $6,530 Avg Close — Range —
Q3 2025
Shares 122,714 Value ($000) $6,069 Avg Close — Range —
Q2 2025
Shares 118,578 Value ($000) $5,871 Avg Close — Range —
Q1 2025
Shares 118,442 Value ($000) $5,782 Avg Close — Range —
Q4 2024
Shares 11,360 Value ($000) $557 Avg Close — Range —
Q3 2024
Shares 11,681 Value ($000) $581 Avg Close — Range —
Q2 2024
Shares 9,275 Value ($000) $451 Avg Close — Range —
Q1 2024
Shares 9,846 Value ($000) $484 Avg Close — Range —
Q4 2023
Shares 9,666 Value ($000) $477 Avg Close — Range —
Q3 2023
Shares 9,649 Value ($000) $462 Avg Close — Range —
Q2 2023
Shares 9,714 Value ($000) $475 Avg Close — Range —
Q1 2023
Shares 10,836 Value ($000) $530 Avg Close — Range —
Q1 2022
Shares 4,390 Value ($000) $230 Avg Close — Range —
Q4 2021
Shares 8,597 Value ($000) $474 Avg Close — Range —