Vanguard

Vanguard investment thesis

Important Information All investing is subject to risk including the possible loss of the money you invest. Vanguard is owned by its funds, which are owned by Vanguard's fund shareholder clients. Our retail direct investment advisory strategies are built on core investments in the Vanguard Funds. 1 For the 10-year period ended September 30, 2025, 6 of 6 Vanguard money market funds, 71 of 104 Vanguard bond funds, 21 of 23 Vanguard balanced funds, and 178 of 193 Vanguard stock funds—for a total of 276 of 326 Vanguard funds—outperformed their Lipper peer-group averages. Results will vary for other time periods. Only mutual funds and ETFs (exchange-traded funds) with a minimum 10-year history were included in the comparison Source: LSEG Lipper. Note that the competitive performance data shown

Vanguard team (1)

Partners and principals at Vanguard:

• Andrew Casey — sweet spot $5

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