VANGUARD WHITEHALL FDS

Ticker: VYM CUSIP: 921946406 Class: Exchange Traded Fund

ELEVATE WEALTH ADVISORY, INC's Holding History (CIK: 0002011651)

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

Q4 2025
Shares 5,950 Value ($000) $854 Avg Close — Range —
Q3 2025
Shares 5,234 Value ($000) $738 Avg Close — Range —
Q2 2025
Shares 5,200 Value ($000) $693 Avg Close — Range —
Q1 2025
Shares 5,160 Value ($000) $665 Avg Close — Range —
Q4 2024
Shares 5,121 Value ($000) $653 Avg Close — Range —
Q3 2024
Shares 4,838 Value ($000) $620 Avg Close — Range —
Q2 2024
Shares 4,214 Value ($000) $500 Avg Close — Range —
Q1 2024
Shares 3,440 Value ($000) $416 Avg Close — Range —
Q4 2023
Shares 2,519 Value ($000) $281 Avg Close — Range —