VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 1,649 Value ($000) $1,035 Avg Close — Range —
Q3 2025
Shares 2,209 Value ($000) $1,353 Avg Close — Range —
Q2 2025
Shares 2,209 Value ($000) $1,255 Avg Close — Range —
Q1 2025
Shares 2,209 Value ($000) $1,135 Avg Close — Range —
Q4 2024
Shares 2,209 Value ($000) $1,190 Avg Close — Range —
Q3 2024
Shares 2,209 Value ($000) $1,166 Avg Close — Range —
Q2 2024
Shares 2,203 Value ($000) $1,102 Avg Close — Range —
Q1 2024
Shares 2,203 Value ($000) $1,059 Avg Close — Range —
Q4 2023
Shares 2,203 Value ($000) $962 Avg Close — Range —
Q3 2023
Shares 2,138 Value ($000) $840 Avg Close — Range —
Q2 2023
Shares 2,634 Value ($000) $1,073 Avg Close — Range —
Q1 2023
Shares 2,335 Value ($000) $878 Avg Close — Range —
Q4 2022
Shares 2,335 Value ($000) $820 Avg Close — Range —
Q3 2022
Shares 2,465 Value ($000) $809 Avg Close — Range —
Q2 2022
Shares 2,378 Value ($000) $825 Avg Close — Range —
Q1 2022
Shares 2,378 Value ($000) $987 Avg Close — Range —
Q4 2021
Shares 2,378 Value ($000) $1,038 Avg Close — Range —