VANGUARD WORLD FDS

Ticker: VDE CUSIP: 92204A306 Class: Com

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 22,762 Value ($000) $2,866 Avg Close — Range —
Q3 2025
Shares 22,850 Value ($000) $2,876 Avg Close — Range —
Q2 2025
Shares 21,539 Value ($000) $2,566 Avg Close — Range —
Q1 2025
Shares 21,035 Value ($000) $2,728 Avg Close — Range —
Q4 2024
Shares 19,964 Value ($000) $2,422 Avg Close — Range —
Q1 2022
Shares 1,945 Value ($000) $208 Avg Close — Range —