VANGUARD WORLD FD

Ticker: MGC CUSIP: 921910873 Class: MEGA CAP INDEX

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 884 Value ($000) $222 Avg Close — Range —
Q3 2025
Shares 891 Value ($000) $218 Avg Close — Range —
Q2 2025
Shares 920 Value ($000) $207 Avg Close — Range —
Q1 2025
Shares 1,039 Value ($000) $209 Avg Close — Range —
Q4 2024
Shares 1,034 Value ($000) $220 Avg Close — Range —
Q3 2024
Shares 1,463 Value ($000) $302 Avg Close — Range —
Q2 2024
Shares 1,488 Value ($000) $294 Avg Close — Range —
Q1 2024
Shares 1,347 Value ($000) $252 Avg Close — Range —