VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

Morton Capital Management LLC/CA's Holding History (CIK: 0002002628)

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

Q4 2025
Shares 2,729 Value ($000) $1,711 Avg Close — Range —
Q3 2025
Shares 2,850 Value ($000) $1,745 Avg Close — Range —
Q2 2025
Shares 4,407 Value ($000) $2,503 Avg Close — Range —
Q1 2025
Shares 4,084 Value ($000) $2,099 Avg Close — Range —
Q4 2024
Shares 4,203 Value ($000) $2,264 Avg Close — Range —
Q3 2024
Shares 2,104 Value ($000) $1,110 Avg Close — Range —
Q2 2024
Shares 2,144 Value ($000) $1,072 Avg Close — Range —
Q1 2024
Shares 2,144 Value ($000) $1,031 Avg Close — Range —
Q4 2023
Shares 2,120 Value ($000) $926 Avg Close — Range —
Q3 2023
Shares 1,584 Value ($000) $622 Avg Close — Range —
Q2 2023
Shares 1,579 Value ($000) $643 Avg Close — Range —
Q1 2023
Shares 3,579 Value ($000) $1,346 Avg Close — Range —
Q4 2022
Shares 1,576 Value ($000) $554 Avg Close — Range —
Q3 2022
Shares 1,571 Value ($000) $516 Avg Close — Range —
Q2 2022
Shares 1,099 Value ($000) $381 Avg Close — Range —
Q1 2022
Shares 1,149 Value ($000) $477 Avg Close — Range —
Q4 2021
Shares 1,144 Value ($000) $499 Avg Close — Range —