VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

Naviter Wealth, LLC's Holding History (CIK: 0001855567)

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

Q4 2025
Shares 1,364 Value ($000) $855 Avg Close Range
Q3 2025
Shares 5,337 Value ($000) $3,278 Avg Close Range
Q2 2025
Shares 5,010 Value ($000) $2,855 Avg Close Range
Q1 2025
Shares 4,550 Value ($000) $2,332 Avg Close Range
Q4 2024
Shares 4,376 Value ($000) $2,358 Avg Close Range
Q3 2024
Shares 4,383 Value ($000) $2,320 Avg Close Range
Q2 2024
Shares 4,696 Value ($000) $2,357 Avg Close Range
Q1 2024
Shares 4,369 Value ($000) $2,100 Avg Close Range
Q4 2023
Shares 2,742 Value ($000) $1,198 Avg Close Range
Q2 2023
Shares 1,241 Value ($000) $507 Avg Close Range