VANGUARD CHARLOTTE FDS

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

Gateway Wealth Partners, LLC's Holding History (CIK: 0001966037)

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

Q4 2025
Shares 30,413 Value ($000) $1,470 Avg Close — Range —
Q3 2025
Shares 24,655 Value ($000) $1,219 Avg Close — Range —
Q2 2025
Shares 21,187 Value ($000) $1,049 Avg Close — Range —
Q1 2025
Shares 21,753 Value ($000) $1,062 Avg Close — Range —
Q4 2024
Shares 19,346 Value ($000) $949 Avg Close — Range —
Q3 2024
Shares 16,407 Value ($000) $825 Avg Close — Range —
Q2 2024
Shares 14,691 Value ($000) $715 Avg Close — Range —
Q1 2024
Shares 17,157 Value ($000) $844 Avg Close — Range —
Q4 2023
Shares 13,337 Value ($000) $658 Avg Close — Range —
Q3 2023
Shares 8,386 Value ($000) $401 Avg Close — Range —
Q2 2023
Shares 7,891 Value ($000) $386 Avg Close — Range —
Q1 2023
Shares 7,724 Value ($000) $378 Avg Close — Range —