VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

DEFINED WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001849518)

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

Q4 2025
Shares 15,223 Value ($000) $9,547 Avg Close — Range —
Q3 2025
Shares 15,395 Value ($000) $9,428 Avg Close — Range —
Q2 2025
Shares 15,419 Value ($000) $8,758 Avg Close — Range —
Q1 2025
Shares 15,179 Value ($000) $7,801 Avg Close — Range —
Q4 2024
Shares 17,671 Value ($000) $9,521 Avg Close — Range —
Q3 2024
Shares 17,765 Value ($000) $9,374 Avg Close — Range —
Q2 2024
Shares 17,367 Value ($000) $8,686 Avg Close — Range —
Q1 2024
Shares 17,275 Value ($000) $8,304 Avg Close — Range —
Q4 2023
Shares 17,353 Value ($000) $7,580 Avg Close — Range —
Q3 2023
Shares 15,592 Value ($000) $6,123 Avg Close — Range —
Q2 2023
Shares 15,006 Value ($000) $6,112 Avg Close — Range —
Q1 2023
Shares 12,126 Value ($000) $4,560 Avg Close — Range —
Q4 2020
Shares 96 Value ($000) $33 Avg Close — Range —