VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

Curated Wealth Partners LLC's Holding History (CIK: 0001781284)

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

Q4 2025
Shares 70,385 Value ($000) $44,141 Avg Close — Range —
Q3 2025
Shares 62,454 Value ($000) $38,246 Avg Close — Range —
Q2 2025
Shares 56,663 Value ($000) $32,186 Avg Close — Range —
Q1 2025
Shares 53,493 Value ($000) $27,491 Avg Close — Range —
Q4 2024
Shares 48,500 Value ($000) $26,132 Avg Close — Range —
Q3 2024
Shares 44,488 Value ($000) $23,475 Avg Close — Range —
Q2 2024
Shares 41,366 Value ($000) $20,688 Avg Close — Range —
Q4 2023
Shares 30,779 Value ($000) $13,444 Avg Close — Range —
Q3 2023
Shares 21,396 Value ($000) $8,402 Avg Close — Range —
Q2 2023
Shares 10,216 Value ($000) $4,161 Avg Close — Range —
Q1 2023
Shares 9,094 Value ($000) $3,420 Avg Close — Range —
Q4 2022
Shares 6,712 Value ($000) $2,358 Avg Close — Range —
Q3 2022
Shares 9,643 Value ($000) $3,166 Avg Close — Range —
Q2 2022
Shares 7,800 Value ($000) $2,707 Avg Close — Range —
Q1 2022
Shares 4,289 Value ($000) $1,871 Avg Close — Range —
Q4 2021
Shares 4,289 Value ($000) $1,871 Avg Close — Range —
Q3 2021
Shares 2,902 Value ($000) $1,145 Avg Close — Range —
Q2 2021
Shares 937 Value ($000) $369 Avg Close — Range —
Q1 2021
Shares 1,039 Value ($000) $379 Avg Close — Range —
Q4 2020
Shares 1,099 Value ($000) $378 Avg Close — Range —