VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 338,280 Value ($000) $212,147 Avg Close — Range —
Q3 2025
Shares 331,857 Value ($000) $203,222 Avg Close — Range —
Q2 2025
Shares 327,430 Value ($000) $185,990 Avg Close — Range —
Q1 2025
Shares 355,535 Value ($000) $182,713 Avg Close — Range —
Q4 2024
Shares 363,064 Value ($000) $195,623 Avg Close — Range —
Q3 2024
Shares 376,463 Value ($000) $198,648 Avg Close — Range —
Q2 2024
Shares 406,975 Value ($000) $203,540 Avg Close — Range —
Q1 2024
Shares 407,936 Value ($000) $196,095 Avg Close — Range —
Q4 2023
Shares 879,230 Value ($000) $394,097 Avg Close — Range —
Q3 2023
Shares 763,831 Value ($000) $299,956 Avg Close — Range —
Q2 2023
Shares 806,352 Value ($000) $328,411 Avg Close — Range —
Q1 2023
Shares 834,900 Value ($000) $313,981 Avg Close — Range —
Q4 2022
Shares 851,717 Value ($000) $299,242 Avg Close — Range —
Q3 2022
Shares 1,047,653 Value ($000) $343,944 Avg Close — Range —
Q2 2022
Shares 1,041,887 Value ($000) $361,410 Avg Close — Range —
Q1 2022
Shares 1,106,328 Value ($000) $459,314 Avg Close — Range —
Q4 2021
Shares 1,145,820 Value ($000) $500,231 Avg Close — Range —
Q3 2021
Shares 1,126,617 Value ($000) $444,338 Avg Close — Range —
Q2 2021
Shares 1,153,752 Value ($000) $454,024 Avg Close — Range —
Q1 2021
Shares 1,174,307 Value ($000) $427,800 Avg Close — Range —
Q4 2020
Shares 1,126,363 Value ($000) $387,120 Avg Close — Range —
Q3 2020
Shares 1,080,858 Value ($000) $332,526 Avg Close — Range —
Q2 2020
Shares 1,106,672 Value ($000) $313,664 Avg Close — Range —
Q1 2020
Shares 1,002,905 Value ($000) $237,508 Avg Close — Range —
Q4 2019
Shares 1,018,725 Value ($000) $301,339 Avg Close — Range —
Q3 2019
Shares 958,254 Value ($000) $261,220 Avg Close — Range —
Q2 2019
Shares 981,407 Value ($000) $264,146 Avg Close — Range —
Q1 2019
Shares 467,223 Value ($000) $121,263 Avg Close — Range —
Q4 2018
Shares 32,010 Value ($000) $7,356 Avg Close — Range —
Q3 2018
Shares 955,903 Value ($000) $255,274 Avg Close — Range —
Q2 2018
Shares 895,513 Value ($000) $223,439 Avg Close — Range —
Q1 2018
Shares 793,529 Value ($000) $192,098 Avg Close — Range —
Q4 2017
Shares 599,407 Value ($000) $147,029 Avg Close — Range —
Q3 2017
Shares 908,250 Value ($000) $209,588 Avg Close — Range —
Q2 2017
Shares 643,033 Value ($000) $142,792 Avg Close — Range —
Q1 2017
Shares 372,063 Value ($000) $80,496 Avg Close — Range —
Q4 2016
Shares 119,246 Value ($000) $24,482 Avg Close — Range —