VANGUARD WORLD FDS

Ticker: VAW CUSIP: 92204A801 Class: Com

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

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

Q4 2025
Shares 2,251 Value ($000) $467 Avg Close — Range —
Q3 2025
Shares 2,171 Value ($000) $445 Avg Close — Range —
Q2 2025
Shares 1,080 Value ($000) $210 Avg Close — Range —
Q1 2025
Shares 1,358 Value ($000) $256 Avg Close — Range —
Q4 2024
Shares 1,628 Value ($000) $306 Avg Close — Range —
Q3 2024
Shares 1,547 Value ($000) $327 Avg Close — Range —
Q2 2024
Shares 2,081 Value ($000) $401 Avg Close — Range —
Q1 2024
Shares 3,083 Value ($000) $630 Avg Close — Range —
Q4 2023
Shares 6,250 Value ($000) $1,187 Avg Close — Range —
Q3 2023
Shares 6,436 Value ($000) $1,110 Avg Close — Range —
Q2 2023
Shares 6,156 Value ($000) $1,120 Avg Close — Range —
Q1 2023
Shares 3,707 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 3,364 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 3,037 Value ($000) $451 Avg Close — Range —
Q2 2022
Shares 2,759 Value ($000) $442 Avg Close — Range —