VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

Tolleson Wealth Management, Inc.'s Holding History (CIK: 0001772937)

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

Q4 2025
Shares 13,319 Value ($000) $8,353 Avg Close Range
Q3 2025
Shares 16,617 Value ($000) $10,205 Avg Close Range
Q2 2025
Shares 5,592 Value ($000) $3,186 Avg Close Range
Q1 2025
Shares 2,407 Value ($000) $1,237 Avg Close Range
Q4 2024
Shares 2,407 Value ($000) $1 Avg Close Range
Q3 2024
Shares 2,407 Value ($000) $1 Avg Close Range
Q2 2024
Shares 2,507 Value ($000) $1 Avg Close Range
Q1 2024
Shares 2,707 Value ($000) $1 Avg Close Range
Q4 2023
Shares 2,775 Value ($000) $1 Avg Close Range
Q3 2023
Shares 2,707 Value ($000) $1 Avg Close Range
Q2 2023
Shares 2,707 Value ($000) $1 Avg Close Range
Q1 2023
Shares 2,707 Value ($000) $1 Avg Close Range
Q4 2022
Shares 2,707 Value ($000) $1 Avg Close Range
Q3 2022
Shares 2,707 Value ($000) $893 Avg Close Range
Q2 2022
Shares 2,707 Value ($000) $943 Avg Close Range
Q1 2022
Shares 2,707 Value ($000) $1,124 Avg Close Range
Q4 2021
Shares 2,626 Value ($000) $1,146 Avg Close Range
Q3 2021
Shares 2,626 Value ($000) $1,039 Avg Close Range
Q2 2021
Shares 2,626 Value ($000) $1,037 Avg Close Range
Q1 2021
Shares 2,720 Value ($000) $991 Avg Close Range
Q4 2020
Shares 3,036 Value ($000) $1,043 Avg Close Range
Q4 2019
Shares 1,265 Value ($000) $374 Avg Close Range
Q3 2019
Shares 1,265 Value ($000) $346 Avg Close Range
Q2 2019
Shares 1,730 Value ($000) $468 Avg Close Range
Q1 2019
Shares 1,730 Value ($000) $449 Avg Close Range
Q4 2018
Shares 1,730 Value ($000) $398 Avg Close Range