VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 60,876 Value ($000) $38,177 Avg Close — Range —
Q3 2025
Shares 68,824 Value ($000) $42,146 Avg Close — Range —
Q2 2025
Shares 77,392 Value ($000) $43,961 Avg Close — Range —
Q1 2025
Shares 77,478 Value ($000) $39,817 Avg Close — Range —
Q4 2024
Shares 76,139 Value ($000) $41,024 Avg Close — Range —
Q3 2024
Shares 72,791 Value ($000) $38,410 Avg Close — Range —
Q2 2024
Shares 72,296 Value ($000) $36,157 Avg Close — Range —
Q1 2024
Shares 72,669 Value ($000) $34,932 Avg Close — Range —
Q4 2023
Shares 67,723 Value ($000) $29,581 Avg Close — Range —