VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

Concord Wealth Partners's Holding History (CIK: 0001814214)

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

Q4 2025
Shares 2,773 Value ($000) $1,739 Avg Close Range
Q3 2025
Shares 2,787 Value ($000) $1,707 Avg Close Range
Q2 2025
Shares 2,847 Value ($000) $1,617 Avg Close Range
Q1 2025
Shares 1,017 Value ($000) $523 Avg Close Range
Q4 2024
Shares 921 Value ($000) $496 Avg Close Range
Q3 2024
Shares 634 Value ($000) $335 Avg Close Range
Q2 2024
Shares 522 Value ($000) $261 Avg Close Range
Q1 2024
Shares 522 Value ($000) $251 Avg Close Range
Q4 2023
Shares 502 Value ($000) $219 Avg Close Range
Q3 2023
Shares 376 Value ($000) $148 Avg Close Range
Q2 2023
Shares 151 Value ($000) $61 Avg Close Range
Q1 2023
Shares 95 Value ($000) $36 Avg Close Range
Q4 2022
Shares 94 Value ($000) $33 Avg Close Range
Q2 2022
Shares 82 Value ($000) $28 Avg Close Range
Q1 2022
Shares 45 Value ($000) $19 Avg Close Range
Q4 2021
Shares 35 Value ($000) $15 Avg Close Range
Q3 2021
Shares 6 Value ($000) $2 Avg Close Range
Q2 2021
Shares 6 Value ($000) $2 Avg Close Range
Q1 2021
Shares 18 Value ($000) $7 Avg Close Range