VANGUARD WORLD FDS

Ticker: VGT CUSIP: 92204A702 Class: ETF

Lodestone Wealth Management LLC's Holding History (CIK: 0001950158)

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

Q4 2025
Shares 198 Value ($000) $149 Avg Close — Range —
Q3 2025
Shares 483 Value ($000) $361 Avg Close — Range —
Q2 2025
Shares 483 Value ($000) $320 Avg Close — Range —
Q1 2025
Shares 475 Value ($000) $258 Avg Close — Range —
Q4 2024
Shares 582 Value ($000) $362 Avg Close — Range —
Q3 2024
Shares 581 Value ($000) $341 Avg Close — Range —
Q2 2024
Shares 658 Value ($000) $379 Avg Close — Range —
Q1 2024
Shares 658 Value ($000) $345 Avg Close — Range —
Q4 2023
Shares 657 Value ($000) $318 Avg Close — Range —
Q3 2023
Shares 646 Value ($000) $268 Avg Close — Range —
Q2 2023
Shares 637 Value ($000) $282 Avg Close — Range —
Q1 2023
Shares 637 Value ($000) $245 Avg Close — Range —
Q4 2022
Shares 636 Value ($000) $203 Avg Close — Range —