VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 489,170 Value ($000) $306,773 Avg Close — Range —
Q3 2025
Shares 468,586 Value ($000) $286,953 Avg Close — Range —
Q2 2025
Shares 435,708 Value ($000) $247,495 Avg Close — Range —
Q1 2025
Shares 423,381 Value ($000) $217,580 Avg Close — Range —
Q4 2024
Shares 459,751 Value ($000) $247,718 Avg Close — Range —
Q3 2024
Shares 416,352 Value ($000) $219,697 Avg Close — Range —
Q2 2024
Shares 361,190 Value ($000) $180,642 Avg Close — Range —
Q1 2024
Shares 330,946 Value ($000) $159,086 Avg Close — Range —
Q4 2023
Shares 270,706 Value ($000) $118,245 Avg Close — Range —
Q3 2023
Shares 230,355 Value ($000) $90,461 Avg Close — Range —
Q2 2023
Shares 225,592 Value ($000) $91,879 Avg Close — Range —
Q1 2023
Shares 221,350 Value ($000) $83,243 Avg Close — Range —
Q4 2022
Shares 227,011 Value ($000) $79,758 Avg Close — Range —
Q3 2022
Shares 233,126 Value ($000) $76,535 Avg Close — Range —
Q2 2022
Shares 210,726 Value ($000) $73,097 Avg Close — Range —
Q1 2022
Shares 203,042 Value ($000) $84,297 Avg Close — Range —
Q4 2021
Shares 164,777 Value ($000) $71,937 Avg Close — Range —
Q3 2021
Shares 160,265 Value ($000) $63,208 Avg Close — Range —
Q2 2021
Shares 158,869 Value ($000) $62,518 Avg Close — Range —
Q1 2021
Shares 174,993 Value ($000) $63,749,881 Avg Close — Range —
Q4 2020
Shares 154,244 Value ($000) $53,012 Avg Close — Range —
Q3 2020
Shares 149,696 Value ($000) $46,054 Avg Close — Range —
Q2 2020
Shares 134,974 Value ($000) $38,256 Avg Close — Range —
Q1 2020
Shares 133,760 Value ($000) $31,677 Avg Close — Range —
Q4 2019
Shares 117,062 Value ($000) $34,627 Avg Close — Range —
Q3 2019
Shares 111,396 Value ($000) $30,366 Avg Close — Range —
Q2 2019
Shares 101,416 Value ($000) $27,296 Avg Close — Range —
Q1 2019
Shares 96,343 Value ($000) $25,004 Avg Close — Range —
Q4 2018
Shares 90,754 Value ($000) $20,856 Avg Close — Range —
Q3 2018
Shares 69,979 Value ($000) $18,688 Avg Close — Range —
Q2 2018
Shares 61,445 Value ($000) $15,331 Avg Close — Range —
Q1 2018
Shares 52,086 Value ($000) $12,609 Avg Close — Range —
Q4 2017
Shares 48,311 Value ($000) $11,850 Avg Close — Range —
Q3 2017
Shares 47,083 Value ($000) $10,865 Avg Close — Range —
Q2 2017
Shares 44,422 Value ($000) $9,864 Avg Close — Range —
Q1 2017
Shares 39,597 Value ($000) $8,566 Avg Close — Range —
Q4 2016
Shares 5,161 Value ($000) $1,059 Avg Close — Range —