VANGUARD CHARLOTTE FDS

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

National Wealth Management Group, LLC's Holding History (CIK: 0001977723)

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

Q4 2025
Shares 8,056 Value ($000) $389 Avg Close — Range —
Q3 2025
Shares 13,740 Value ($000) $680 Avg Close — Range —
Q2 2025
Shares 15,771 Value ($000) $781 Avg Close — Range —
Q1 2025
Shares 17,916 Value ($000) $875 Avg Close — Range —
Q4 2024
Shares 18,621 Value ($000) $913 Avg Close — Range —
Q3 2024
Shares 29,206 Value ($000) $1,468 Avg Close — Range —
Q2 2024
Shares 30,058 Value ($000) $1,463 Avg Close — Range —
Q1 2024
Shares 36,253 Value ($000) $1,783 Avg Close — Range —
Q4 2023
Shares 36,981 Value ($000) $1,826 Avg Close — Range —
Q3 2023
Shares 37,077 Value ($000) $1,773 Avg Close — Range —
Q2 2023
Shares 37,877 Value ($000) $1,842 Avg Close — Range —
Q1 2023
Shares 38,707 Value ($000) $1,893 Avg Close — Range —
Q4 2022
Shares 39,274 Value ($000) $1,863 Avg Close — Range —
Q3 2022
Shares 39,489 Value ($000) $1,885 Avg Close — Range —
Q2 2022
Shares 25,393 Value ($000) $1,258 Avg Close — Range —
Q1 2022
Shares 24,191 Value ($000) $1,269 Avg Close — Range —
Q4 2021
Shares 24,190 Value ($000) $1,334 Avg Close — Range —