VANGUARD SCOTTSDALE FDS

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

Beverly Hills Private Wealth, LLC's Holding History (CIK: 0001965710)

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

Q4 2025
Shares 121,660 Value ($000) $7,145 Avg Close — Range —
Q3 2025
Shares 165,352 Value ($000) $9,731 Avg Close — Range —
Q2 2025
Shares 176,334 Value ($000) $10,365 Avg Close — Range —
Q1 2025
Shares 179,852 Value ($000) $10,555 Avg Close — Range —
Q4 2024
Shares 157,612 Value ($000) $9,170 Avg Close — Range —
Q3 2024
Shares 175,566 Value ($000) $10,362 Avg Close — Range —
Q2 2024
Shares 129,538 Value ($000) $7,512 Avg Close — Range —
Q1 2024
Shares 87,387 Value ($000) $5,075 Avg Close — Range —
Q4 2023
Shares 43,608 Value ($000) $2,544 Avg Close — Range —
Q3 2023
Shares 10,346 Value ($000) $596 Avg Close — Range —