VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

KWB Wealth's Holding History (CIK: 0001822236)

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

Q4 2025
Shares 19,039 Value ($000) $11,940 Avg Close — Range —
Q3 2025
Shares 19,312 Value ($000) $10,970 Avg Close — Range —
Q2 2025
Shares 19,166 Value ($000) $9,849 Avg Close — Range —
Q1 2025
Shares 19,143 Value ($000) $10,314 Avg Close — Range —
Q4 2024
Shares 19,545 Value ($000) $10,313 Avg Close — Range —
Q3 2024
Shares 19,738 Value ($000) $9,872 Avg Close — Range —
Q2 2024
Shares 19,997 Value ($000) $9,613 Avg Close — Range —
Q1 2024
Shares 20,004 Value ($000) $9,616 Avg Close — Range —
Q4 2023
Shares 20,236 Value ($000) $8,839 Avg Close — Range —
Q3 2023
Shares 20,737 Value ($000) $8,446 Avg Close — Range —
Q2 2023
Shares 21,132 Value ($000) $8,606 Avg Close — Range —
Q1 2023
Shares 25,072 Value ($000) $8,809 Avg Close — Range —
Q4 2022
Shares 24,158 Value ($000) $8,488 Avg Close — Range —
Q3 2022
Shares 26,587 Value ($000) $8,728 Avg Close — Range —
Q2 2022
Shares 26,665 Value ($000) $9,249 Avg Close — Range —
Q1 2022
Shares 29,954 Value ($000) $13,077 Avg Close — Range —
Q4 2021
Shares 30,218 Value ($000) $13,192 Avg Close — Range —
Q3 2021
Shares 30,877 Value ($000) $12,178 Avg Close — Range —
Q2 2021
Shares 33,507 Value ($000) $12,207 Avg Close — Range —
Q1 2021
Shares 33,507 Value ($000) $12,207 Avg Close — Range —
Q4 2020
Shares 39,275 Value ($000) $13,498 Avg Close — Range —