Evergreen Private Wealth’s Vanguard Total International Bond ETF BNDX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.24M	Buy	109,108 +2,147	+2%	+$104K	2.12%	23
2025 Q4	$5.17M	Buy	106,961 +8,576	+9%	+$424K	2.04%	23
2025 Q3	$4.87M	Sell	98,385 -683	-0.7%	-$33.7K	1.97%	24
2025 Q2	$4.9M	Buy	99,068 +6,171	+7%	+$304K	2.06%	23
2025 Q1	$4.54M	Buy	92,897 +2,558	+3%	+$125K	2.12%	22
2024 Q4	$4.43M	Buy	90,339 +1,988	+2%	+$99.4K	2.08%	21
2024 Q3	$4.44M	Buy	88,351 +807	+0.9%	+$40.1K	2.06%	23
2024 Q2	$4.26M	Sell	87,544 -1,093	-1%	-$53.2K	2.1%	21
2024 Q1	$4.36M	Buy	88,637 +9,387	+12%	+$459K	2.18%	20
2023 Q4	$3.91M	Buy	+79,250	New	+$3.86M	2.11%	19