VANGUARD CHARLOTTE FDS

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

Lodestone Wealth Management LLC's Holding History (CIK: 0001950158)

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

Q4 2025
Shares 8,352 Value ($000) $404 Avg Close Range
Q3 2025
Shares 10,586 Value ($000) $524 Avg Close Range
Q2 2025
Shares 13,317 Value ($000) $659 Avg Close Range
Q1 2025
Shares 14,442 Value ($000) $705 Avg Close Range
Q4 2024
Shares 15,360 Value ($000) $753 Avg Close Range
Q3 2024
Shares 18,048 Value ($000) $907 Avg Close Range
Q2 2024
Shares 48,341 Value ($000) $2,353 Avg Close Range
Q1 2024
Shares 49,225 Value ($000) $2,421 Avg Close Range
Q4 2023
Shares 49,096 Value ($000) $2,424 Avg Close Range