VANGUARD WHITEHALL FDS

Ticker: VYM CUSIP: 921946406 Class: Exchange Traded Fund

Wealth Dimensions Group, Ltd.'s Holding History (CIK: 0001846462)

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

Q4 2025
Shares 153,925 Value ($000) $22,091 Avg Close Range
Q3 2025
Shares 150,486 Value ($000) $21,211 Avg Close Range
Q2 2025
Shares 146,688 Value ($000) $19,555 Avg Close Range
Q1 2025
Shares 143,688 Value ($000) $18,530 Avg Close Range
Q4 2024
Shares 140,216 Value ($000) $17,890 Avg Close Range
Q3 2024
Shares 137,110 Value ($000) $17,577 Avg Close Range
Q2 2024
Shares 131,562 Value ($000) $15,603 Avg Close Range
Q1 2024
Shares 129,368 Value ($000) $15,652 Avg Close Range
Q4 2023
Shares 128,906 Value ($000) $14,390 Avg Close Range
Q3 2023
Shares 103,521 Value ($000) $10,696 Avg Close Range
Q2 2023
Shares 96,052 Value ($000) $10,188 Avg Close Range
Q1 2023
Shares 85,658 Value ($000) $9,037 Avg Close Range
Q4 2022
Shares 79,625 Value ($000) $8,616 Avg Close Range
Q3 2022
Shares 73,697 Value ($000) $6,992 Avg Close Range
Q2 2022
Shares 61,984 Value ($000) $6,304 Avg Close Range
Q1 2022
Shares 16,775 Value ($000) $1,883 Avg Close Range
Q4 2021
Shares 16,457 Value ($000) $1,845 Avg Close Range
Q3 2021
Shares 16,469 Value ($000) $1,702 Avg Close Range
Q2 2021
Shares 14,838 Value ($000) $1,555 Avg Close Range
Q1 2021
Shares 14,820 Value ($000) $1,498 Avg Close Range
Q4 2020
Shares 15,039 Value ($000) $1,376 Avg Close Range