VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

National Wealth Management Group, LLC's Holding History (CIK: 0001977723)

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

Q4 2025
Shares 4,900 Value ($000) $3,073 Avg Close — Range —
Q3 2025
Shares 4,520 Value ($000) $2,768 Avg Close — Range —
Q2 2025
Shares 3,650 Value ($000) $2,073 Avg Close — Range —
Q1 2025
Shares 1,465 Value ($000) $753 Avg Close — Range —
Q4 2024
Shares 1,489 Value ($000) $802 Avg Close — Range —
Q3 2024
Shares 975 Value ($000) $515 Avg Close — Range —
Q2 2024
Shares 1,114 Value ($000) $557 Avg Close — Range —
Q1 2024
Shares 2,959 Value ($000) $1,422 Avg Close — Range —
Q4 2023
Shares 2,869 Value ($000) $1,253 Avg Close — Range —
Q3 2023
Shares 2,291 Value ($000) $900 Avg Close — Range —
Q2 2023
Shares 2,291 Value ($000) $938 Avg Close — Range —
Q1 2023
Shares 2,257 Value ($000) $853 Avg Close — Range —
Q4 2022
Shares 2,249 Value ($000) $790 Avg Close — Range —
Q3 2022
Shares 2,249 Value ($000) $738 Avg Close — Range —