VANGUARD CHARLOTTE FDS

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

LMG Wealth Partners, LLC's Holding History (CIK: 0001965772)

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

Q4 2025
Shares 89,891 Value ($000) $4,344 Avg Close — Range —
Q3 2025
Shares 87,788 Value ($000) $4,342 Avg Close — Range —
Q2 2025
Shares 88,989 Value ($000) $4,406 Avg Close — Range —
Q1 2025
Shares 88,182 Value ($000) $4,305 Avg Close — Range —
Q4 2024
Shares 110,672 Value ($000) $5,428 Avg Close — Range —
Q3 2024
Shares 113,629 Value ($000) $5,713 Avg Close — Range —
Q2 2024
Shares 105,971 Value ($000) $5,158 Avg Close — Range —
Q1 2024
Shares 104,707 Value ($000) $5,151 Avg Close — Range —
Q4 2023
Shares 87,377 Value ($000) $4,313 Avg Close — Range —
Q3 2023
Shares 83,018 Value ($000) $3,971 Avg Close — Range —
Q2 2023
Shares 68,859 Value ($000) $3,366 Avg Close — Range —
Q1 2023
Shares 65,712 Value ($000) $3,215 Avg Close — Range —