VANGUARD CHARLOTTE FDS

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

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 212,170 Value ($000) $10,252 Avg Close — Range —
Q3 2025
Shares 176,569 Value ($000) $8,733 Avg Close — Range —
Q2 2025
Shares 143,689 Value ($000) $7,114 Avg Close — Range —
Q2 2024
Shares 321 Value ($000) $16 Avg Close — Range —