VANGUARD SPECIALIZED FUNDS

Ticker: VIG CUSIP: 921908844 Class: DIV APP ETF

Curated Wealth Partners LLC's Holding History (CIK: 0001781284)

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

Q4 2025
Shares 1,874 Value ($000) $412 Avg Close — Range —
Q3 2025
Shares 1,014 Value ($000) $219 Avg Close — Range —
Q2 2025
Shares 1,014 Value ($000) $208 Avg Close — Range —
Q4 2024
Shares 2,650 Value ($000) $519 Avg Close — Range —
Q3 2024
Shares 2,650 Value ($000) $525 Avg Close — Range —
Q2 2024
Shares 2,980 Value ($000) $544 Avg Close — Range —
Q4 2023
Shares 6,382 Value ($000) $1,088 Avg Close — Range —
Q3 2023
Shares 7,887 Value ($000) $1,226 Avg Close — Range —
Q2 2023
Shares 11,510 Value ($000) $1,870 Avg Close — Range —
Q1 2023
Shares 11,747 Value ($000) $1,809 Avg Close — Range —
Q4 2022
Shares 11,882 Value ($000) $1,804 Avg Close — Range —
Q3 2022
Shares 10,227 Value ($000) $1,382 Avg Close — Range —
Q2 2022
Shares 9,412 Value ($000) $1,350 Avg Close — Range —