VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

LWM Advisory Services, LLC's Holding History (CIK: 0001697716)

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

Q4 2025
Shares 587 Value ($000) $368 Avg Close — Range —
Q3 2025
Shares 587 Value ($000) $359 Avg Close — Range —
Q2 2025
Shares 587 Value ($000) $333 Avg Close — Range —
Q1 2025
Shares 587 Value ($000) $302 Avg Close — Range —
Q4 2024
Shares 489 Value ($000) $263 Avg Close — Range —
Q3 2024
Shares 489 Value ($000) $258 Avg Close — Range —
Q2 2024
Shares 489 Value ($000) $245 Avg Close — Range —
Q1 2024
Shares 489 Value ($000) $235 Avg Close — Range —
Q1 2023
Shares 959 Value ($000) $361 Avg Close — Range —
Q4 2022
Shares 887 Value ($000) $312 Avg Close — Range —
Q3 2022
Shares 882 Value ($000) $289 Avg Close — Range —
Q2 2022
Shares 879 Value ($000) $305 Avg Close — Range —
Q1 2022
Shares 930 Value ($000) $386 Avg Close — Range —
Q4 2021
Shares 1,079 Value ($000) $471 Avg Close — Range —