VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

GeoWealth Management, LLC's Holding History (CIK: 0001593387)

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

Q4 2025
Shares 332,774 Value ($000) $208,691 Avg Close Range
Q3 2025
Shares 323,908 Value ($000) $198,352 Avg Close Range
Q2 2025
Shares 358,620 Value ($000) $203,705 Avg Close Range
Q1 2025
Shares 308,613 Value ($000) $158,597 Avg Close Range
Q4 2024
Shares 302,477 Value ($000) $162,975 Avg Close Range
Q3 2024
Shares 252,705 Value ($000) $133,344 Avg Close Range
Q2 2024
Shares 239,658 Value ($000) $119,858 Avg Close Range
Q1 2024
Shares 227,092 Value ($000) $109,160 Avg Close Range
Q4 2023
Shares 20,303 Value ($000) $9 Avg Close Range
Q3 2023
Shares 1,801 Value ($000) $1 Avg Close Range
Q2 2023
Shares 1,694 Value ($000) $1 Avg Close Range
Q1 2023
Shares 980 Value ($000) $0 Avg Close Range
Q4 2022
Shares 720 Value ($000) $0 Avg Close Range
Q3 2021
Shares 1,083 Value ($000) $428 Avg Close Range
Q3 2020
Shares 2,282 Value ($000) $705 Avg Close Range
Q1 2020
Shares 22,909 Value ($000) $5,426 Avg Close Range
Q4 2019
Shares 19,480 Value ($000) $5,762 Avg Close Range
Q3 2019
Shares 3,579 Value ($000) $976 Avg Close Range