Panoramic Investment Advisors, LLC VANGUARD MALVERN FDS Transaction History

Panoramic Investment Advisors, LLC

77,715

Previous 72,716 6.87%

$6.11 Billion

Previous $5.66 Billion 8.01%

3.44%

Previous 3.47%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	N/A	4,999 Added 6.87%	77,715 $6.11 Billion
Q2 2025 Aug 07, 2025	SELL	N/A	-26,603 Reduced 26.79%	72,716 $5.66 Billion
Q1 2025 May 06, 2025	BUY	N/A	6,400 Added 6.89%	99,319 $7.7 Billion
Q4 2024 Jan 24, 2025	BUY	N/A	12,042 Added 14.89%	92,919 $7.06 Billion
Q3 2024 Oct 31, 2024	BUY	N/A	77,965 Added 2677.37%	80,877 $6.42 Billion

Q1 2024 Apr 18, 2024	BUY	N/A	2,912 New	2,912 $223 Million

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