VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 49,189 Value ($000) $30,848 Avg Close Range
Q3 2025
Shares 44,402 Value ($000) $27,191 Avg Close Range
Q2 2025
Shares 37,709 Value ($000) $21,420 Avg Close Range
Q1 2025
Shares 39,638 Value ($000) $20,372 Avg Close Range
Q4 2024
Shares 41,008 Value ($000) $22,096 Avg Close Range
Q3 2024
Shares 18,854 Value ($000) $9,947 Avg Close Range
Q2 2024
Shares 8,400 Value ($000) $4,201 Avg Close Range
Q1 2024
Shares 5,811 Value ($000) $2,794 Avg Close Range
Q4 2023
Shares 6,612 Value ($000) $2,888 Avg Close Range
Q3 2023
Shares 619 Value ($000) $686 Avg Close Range
Q2 2023
Shares 651 Value ($000) $265 Avg Close Range