VANGUARD WORLD FDS

Ticker: VGT CUSIP: 92204A702 Class: ETF

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

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

Q4 2025
Shares 1,339 Value ($000) $1,009 Avg Close — Range —
Q3 2025
Shares 1,119 Value ($000) $836 Avg Close — Range —
Q2 2025
Shares 1,211 Value ($000) $803 Avg Close — Range —
Q1 2025
Shares 1,274 Value ($000) $691 Avg Close — Range —
Q4 2024
Shares 1,047 Value ($000) $651 Avg Close — Range —
Q3 2024
Shares 938 Value ($000) $550 Avg Close — Range —
Q2 2024
Shares 800 Value ($000) $461 Avg Close — Range —
Q1 2024
Shares 791 Value ($000) $415 Avg Close — Range —
Q4 2023
Shares 618 Value ($000) $299 Avg Close — Range —