VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

Rooted Wealth Advisors, Inc.'s Holding History (CIK: 0001963732)

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

Q4 2025
Shares 81,725 Value ($000) $51,561 Avg Close — Range —
Q3 2025
Shares 82,327 Value ($000) $50,656 Avg Close — Range —
Q2 2025
Shares 80,943 Value ($000) $46,398 Avg Close — Range —
Q1 2025
Shares 77,431 Value ($000) $36,046 Avg Close — Range —
Q4 2024
Shares 76,440 Value ($000) $41 Avg Close — Range —
Q3 2024
Shares 75,159 Value ($000) $39 Avg Close — Range —
Q2 2024
Shares 74,628 Value ($000) $38 Avg Close — Range —
Q1 2024
Shares 68,582 Value ($000) $33 Avg Close — Range —
Q4 2023
Shares 67,340 Value ($000) $31 Avg Close — Range —
Q3 2023
Shares 58,831 Value ($000) $24 Avg Close — Range —
Q2 2023
Shares 51,759 Value ($000) $21 Avg Close — Range —
Q1 2023
Shares 8,003 Value ($000) $3 Avg Close — Range —
Q4 2022
Shares 4,390 Value ($000) $2 Avg Close — Range —