VANGUARD WORLD FDS

Ticker: VFH CUSIP: 92204A405 Class: Com

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

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

Q4 2025
Shares 2,622 Value ($000) $350 Avg Close Range
Q3 2025
Shares 2,589 Value ($000) $340 Avg Close Range
Q2 2025
Shares 3,128 Value ($000) $398 Avg Close Range
Q1 2025
Shares 3,793 Value ($000) $453 Avg Close Range
Q4 2024
Shares 3,338 Value ($000) $394 Avg Close Range
Q3 2024
Shares 3,110 Value ($000) $342 Avg Close Range
Q2 2024
Shares 2,956 Value ($000) $295 Avg Close Range
Q1 2024
Shares 2,898 Value ($000) $297 Avg Close Range