VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

IMA Wealth, Inc.'s Holding History (CIK: 0001455495)

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

Q4 2025
Shares 5,686 Value ($000) $3,567 Avg Close — Range —
Q3 2025
Shares 5,803 Value ($000) $3,557 Avg Close — Range —
Q2 2025
Shares 4,926 Value ($000) $2,800 Avg Close — Range —
Q1 2025
Shares 4,750 Value ($000) $2,441 Avg Close — Range —
Q4 2024
Shares 6,752 Value ($000) $3,639 Avg Close — Range —
Q3 2024
Shares 1,134 Value ($000) $600 Avg Close — Range —
Q3 2023
Shares 1,995 Value ($000) $783 Avg Close — Range —
Q2 2023
Shares 1,995 Value ($000) $813 Avg Close — Range —
Q1 2023
Shares 2,140 Value ($000) $805 Avg Close — Range —
Q4 2022
Shares 2,140 Value ($000) $752 Avg Close — Range —