VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

BAKER TILLY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001840565)

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

Q4 2025
Shares 51,927 Value ($000) $32,565 Avg Close — Range —
Q3 2025
Shares 51,004 Value ($000) $31,234 Avg Close — Range —
Q2 2025
Shares 50,428 Value ($000) $28,645 Avg Close — Range —
Q1 2025
Shares 49,217 Value ($000) $25,293 Avg Close — Range —
Q4 2024
Shares 45,955 Value ($000) $24,761 Avg Close — Range —
Q3 2024
Shares 42,864 Value ($000) $22,618 Avg Close — Range —
Q2 2024
Shares 40,191 Value ($000) $20,101 Avg Close — Range —
Q1 2024
Shares 39,598 Value ($000) $19,035 Avg Close — Range —
Q4 2023
Shares 36,877 Value ($000) $16,108 Avg Close — Range —
Q3 2023
Shares 34,497 Value ($000) $13,547 Avg Close — Range —
Q2 2023
Shares 31,937 Value ($000) $13,007 Avg Close — Range —
Q1 2023
Shares 30,976 Value ($000) $11,649 Avg Close — Range —
Q4 2022
Shares 29,135 Value ($000) $10,236 Avg Close — Range —
Q3 2022
Shares 26,267 Value ($000) $8,624 Avg Close — Range —
Q2 2022
Shares 26,603 Value ($000) $9,228 Avg Close — Range —
Q1 2022
Shares 25,737 Value ($000) $10,685 Avg Close — Range —
Q4 2021
Shares 23,232 Value ($000) $10,142 Avg Close — Range —
Q3 2021
Shares 2,120 Value ($000) $836 Avg Close — Range —
Q2 2021
Shares 1,650 Value ($000) $649 Avg Close — Range —
Q1 2021
Shares 1,650 Value ($000) $601 Avg Close — Range —
Q4 2020
Shares 1,649 Value ($000) $567 Avg Close — Range —