VANGUARD SCOTTSDALE FDS

Ticker: VMBS CUSIP: 92206C771 Class: ETF-FIXED INCOM

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

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

Q4 2025
Shares 90,816 Value ($000) $4,276 Avg Close — Range —
Q3 2025
Shares 93,405 Value ($000) $4,386 Avg Close — Range —
Q2 2025
Shares 94,392 Value ($000) $4,374 Avg Close — Range —
Q1 2025
Shares 94,647 Value ($000) $4,383 Avg Close — Range —
Q4 2024
Shares 100,581 Value ($000) $4,560 Avg Close — Range —
Q3 2024
Shares 104,020 Value ($000) $4,911 Avg Close — Range —
Q2 2024
Shares 120,214 Value ($000) $5,458 Avg Close — Range —
Q1 2024
Shares 109,271 Value ($000) $4,984 Avg Close — Range —