VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

Wealth Dimensions Group, Ltd.'s Holding History (CIK: 0001846462)

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

Q4 2025
Shares 2,886 Value ($000) $1,810 Avg Close — Range —
Q3 2025
Shares 2,230 Value ($000) $1,365 Avg Close — Range —
Q2 2025
Shares 1,806 Value ($000) $1,026 Avg Close — Range —
Q1 2025
Shares 1,798 Value ($000) $924 Avg Close — Range —
Q4 2024
Shares 1,792 Value ($000) $966 Avg Close — Range —
Q3 2024
Shares 1,683 Value ($000) $888 Avg Close — Range —
Q2 2024
Shares 1,607 Value ($000) $804 Avg Close — Range —
Q1 2024
Shares 1,484 Value ($000) $713 Avg Close — Range —
Q4 2023
Shares 1,483 Value ($000) $648 Avg Close — Range —
Q3 2023
Shares 1,515 Value ($000) $595 Avg Close — Range —
Q2 2023
Shares 1,514 Value ($000) $617 Avg Close — Range —
Q1 2023
Shares 1,515 Value ($000) $570 Avg Close — Range —
Q4 2022
Shares 1,513 Value ($000) $531 Avg Close — Range —
Q3 2022
Shares 1,657 Value ($000) $544 Avg Close — Range —
Q2 2022
Shares 1,656 Value ($000) $574 Avg Close — Range —
Q1 2022
Shares 1,424 Value ($000) $591 Avg Close — Range —
Q4 2021
Shares 1,423 Value ($000) $621 Avg Close — Range —
Q3 2021
Shares 1,421 Value ($000) $561 Avg Close — Range —
Q2 2021
Shares 1,370 Value ($000) $539 Avg Close — Range —
Q1 2021
Shares 1,342 Value ($000) $489 Avg Close — Range —
Q4 2020
Shares 1,338 Value ($000) $460 Avg Close — Range —