VANGUARD CHARLOTTE FDS

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

Forthright Family Wealth Advisory LLC's Holding History (CIK: 0002008648)

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

Q4 2025
Shares 10,309 Value ($000) $498 Avg Close — Range —
Q3 2025
Shares 9,917 Value ($000) $491 Avg Close — Range —
Q2 2025
Shares 8,957 Value ($000) $443 Avg Close — Range —
Q1 2025
Shares 13,826 Value ($000) $675 Avg Close — Range —
Q4 2024
Shares 16,731 Value ($000) $821 Avg Close — Range —
Q3 2024
Shares 16,763 Value ($000) $848 Avg Close — Range —
Q2 2024
Shares 17,674 Value ($000) $860 Avg Close — Range —
Q1 2024
Shares 17,739 Value ($000) $873 Avg Close — Range —
Q4 2023
Shares 15,000 Value ($000) $740 Avg Close — Range —