VANGUARD WORLD FDS

Ticker: VGT CUSIP: 92204A702 Class: ETF

Wheelhouse Advisory Group LLC's Holding History (CIK: 0001998946)

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

Q4 2025
Shares 23,467 Value ($000) $17,856 Avg Close — Range —
Q3 2025
Shares 23,557 Value ($000) $17,589 Avg Close — Range —
Q2 2025
Shares 22,848 Value ($000) $15,155 Avg Close — Range —
Q1 2025
Shares 21,531 Value ($000) $11,678 Avg Close — Range —
Q4 2024
Shares 20,640 Value ($000) $12,834 Avg Close — Range —
Q3 2024
Shares 20,254 Value ($000) $11,879 Avg Close — Range —
Q2 2024
Shares 19,927 Value ($000) $11,680 Avg Close — Range —
Q1 2024
Shares 19,096 Value ($000) $10,013 Avg Close — Range —
Q4 2023
Shares 17,723 Value ($000) $8,578 Avg Close — Range —