VANGUARD CHARLOTTE FDS

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

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 1,533 Value ($000) $74 Avg Close — Range —
Q3 2025
Shares 1,533 Value ($000) $76 Avg Close — Range —
Q2 2025
Shares 1,570 Value ($000) $78 Avg Close — Range —
Q1 2025
Shares 1,533 Value ($000) $75 Avg Close — Range —