VANGUARD SCOTTSDALE FDS

Ticker: VGSH CUSIP: 92206C102 Class: SHORT TERM TREAS

Wealth Dimensions Group, Ltd.'s Holding History (CIK: 0001846462)

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

Q4 2025
Shares 806,019 Value ($000) $47,337 Avg Close Range
Q3 2025
Shares 767,539 Value ($000) $45,170 Avg Close Range
Q2 2025
Shares 740,377 Value ($000) $43,519 Avg Close Range
Q1 2025
Shares 748,434 Value ($000) $43,926 Avg Close Range
Q4 2024
Shares 718,843 Value ($000) $41,822 Avg Close Range
Q3 2024
Shares 693,782 Value ($000) $40,947 Avg Close Range
Q2 2024
Shares 660,066 Value ($000) $38,277 Avg Close Range
Q1 2024
Shares 647,249 Value ($000) $37,586 Avg Close Range
Q4 2023
Shares 639,058 Value ($000) $37,276 Avg Close Range
Q3 2023
Shares 619,717 Value ($000) $35,696 Avg Close Range
Q2 2023
Shares 595,575 Value ($000) $34,383 Avg Close Range
Q1 2023
Shares 595,433 Value ($000) $34,857 Avg Close Range
Q4 2022
Shares 577,040 Value ($000) $33,364 Avg Close Range
Q3 2022
Shares 566,547 Value ($000) $32,741 Avg Close Range
Q2 2022
Shares 524,549 Value ($000) $30,875 Avg Close Range