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Milestone Advisory Partners
> VFVA
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | VANGUARD WELLINGTON FUND | VFVA | 56,813 | 914 | 5,661,415,000 | 240,889,000 | $99,649.99 |
| 03/31/2023 | VANGUARD WELLINGTON FUND | VFVA | 55,899 | 425 | 5,420,526,000 | -53,094,000 | $96,970.00 |
| 12/31/2022 | VANGUARD WELLINGTON FUND | VFVA | 55,474 | -1,165 | 5,473,620,000 | 5,468,701,000 | $98,670.01 |
| 09/30/2022 | VANGUARD WELLINGTON FUND | VFVA | 56,639 | 567 | 4,919,000 | -260,000 | $86.85 |
| 06/30/2022 | VANGUARD WELLINGTON FUND | VFVA | 56,072 | -2,791 | 5,179,000 | -1,103,000 | $92.36 |
| 03/31/2022 | VANGUARD WELLINGTON FUND | VFVA | 58,863 | 39,619 | 6,282,000 | 4,379,000 | $106.72 |
| 09/30/2021 | VANGUARD WELLINGTON FUND | VFVA | 19,244 | 1,260 | 1,903,000 | 109,000 | $98.89 |
| 06/30/2021 | VANGUARD WELLINGTON FUND | VFVA | 17,984 | 17,984 | 1,794,000 | 1,794,000 | $99.76 |
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