VANGUARD INSTL INDEX FD

Ticker: VBIL CUSIP: 922040845 Class: 0-3 MO TREAS BIL

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025
Shares 93,171 Value ($000) $7,028 Avg Close — Range —
Q3 2025
Shares 69,968 Value ($000) $5,291 Avg Close — Range —
Q2 2025
Shares 57,476 Value ($000) $4,342 Avg Close — Range —
Q1 2025
Shares 28,164 Value ($000) $2,125 Avg Close — Range —