VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 287,584 Value ($000) $180,353 Avg Close — Range —
Q3 2025
Shares 246,795 Value ($000) $151,132 Avg Close — Range —
Q2 2025
Shares 256,362 Value ($000) $145,621 Avg Close — Range —
Q1 2025
Shares 232,376 Value ($000) $119,420 Avg Close — Range —
Q4 2024
Shares 186,157 Value ($000) $100,303 Avg Close — Range —
Q3 2024
Shares 205,498 Value ($000) $108,435 Avg Close — Range —
Q2 2024
Shares 182,814 Value ($000) $91,431 Avg Close — Range —
Q1 2024
Shares 121,606 Value ($000) $58,456 Avg Close — Range —
Q4 2023
Shares 102,990 Value ($000) $44,986 Avg Close — Range —