VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

LYELL WEALTH MANAGEMENT, LP's Holding History (CIK: 0001686444)

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

Q4 2025
Shares 11,706 Value ($000) $7,341 Avg Close — Range —
Q3 2025
Shares 10,830 Value ($000) $6,632 Avg Close — Range —
Q2 2025
Shares 9,713 Value ($000) $5,517 Avg Close — Range —
Q1 2025
Shares 4,037 Value ($000) $2,075 Avg Close — Range —
Q4 2024
Shares 2,554 Value ($000) $1,376 Avg Close — Range —
Q3 2024
Shares 3,082 Value ($000) $1,626 Avg Close — Range —
Q2 2024
Shares 871 Value ($000) $435 Avg Close — Range —
Q4 2021
Shares 767 Value ($000) $335 Avg Close — Range —
Q3 2021
Shares 767 Value ($000) $304 Avg Close — Range —
Q2 2021
Shares 767 Value ($000) $303 Avg Close — Range —
Q3 2020
Shares 856 Value ($000) $265 Avg Close — Range —
Q2 2020
Shares 852 Value ($000) $243 Avg Close — Range —
Q1 2020
Shares 852 Value ($000) $202 Avg Close — Range —
Q4 2019
Shares 848 Value ($000) $251 Avg Close — Range —
Q3 2019
Shares 846 Value ($000) $232 Avg Close — Range —
Q2 2019
Shares 846 Value ($000) $229 Avg Close — Range —
Q1 2019
Shares 846 Value ($000) $220 Avg Close — Range —