VANGUARD CHARLOTTE FDS

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

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 8,161 Value ($000) $394 Avg Close — Range —
Q3 2025
Shares 15,456 Value ($000) $764 Avg Close — Range —
Q2 2025
Shares 19,035 Value ($000) $942 Avg Close — Range —
Q1 2025
Shares 20,300 Value ($000) $991 Avg Close — Range —
Q4 2024
Shares 22,070 Value ($000) $1,083 Avg Close — Range —
Q3 2024
Shares 15,564 Value ($000) $783 Avg Close — Range —
Q2 2024
Shares 15,548 Value ($000) $757 Avg Close — Range —
Q1 2024
Shares 16,396 Value ($000) $807 Avg Close — Range —
Q4 2023
Shares 5,848 Value ($000) $289 Avg Close — Range —