VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

Wheelhouse Advisory Group LLC's Holding History (CIK: 0001998946)

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

Q4 2025
Shares 42,039 Value ($000) $26,557 Avg Close Range
Q3 2025
Shares 40,239 Value ($000) $24,642 Avg Close Range
Q2 2025
Shares 37,938 Value ($000) $21,550 Avg Close Range
Q1 2025
Shares 36,029 Value ($000) $18,516 Avg Close Range
Q4 2024
Shares 35,201 Value ($000) $18,967 Avg Close Range
Q3 2024
Shares 34,057 Value ($000) $17,971 Avg Close Range
Q2 2024
Shares 33,080 Value ($000) $16,690 Avg Close Range
Q1 2024
Shares 31,948 Value ($000) $15,357 Avg Close Range
Q4 2023
Shares 30,264 Value ($000) $13,220 Avg Close Range