VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

Financial Perspectives, Inc's Holding History (CIK: 0002003287)

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

Q4 2025
Shares 4,493 Value ($000) $2,818 Avg Close — Range —
Q3 2025
Shares 4,438 Value ($000) $2,718 Avg Close — Range —
Q2 2025
Shares 4,665 Value ($000) $2,650 Avg Close — Range —
Q1 2025
Shares 5,986 Value ($000) $3,076 Avg Close — Range —
Q4 2024
Shares 6,067 Value ($000) $3,269 Avg Close — Range —
Q3 2024
Shares 5,844 Value ($000) $3,083 Avg Close — Range —
Q2 2024
Shares 5,757 Value ($000) $2,879 Avg Close — Range —
Q1 2024
Shares 5,757 Value ($000) $2,768 Avg Close — Range —
Q4 2023
Shares 5,688 Value ($000) $2,485 Avg Close — Range —
Q3 2023
Shares 5,533 Value ($000) $2,173 Avg Close — Range —
Q2 2023
Shares 5,476 Value ($000) $2,230 Avg Close — Range —
Q1 2023
Shares 5,476 Value ($000) $2,059 Avg Close — Range —
Q4 2022
Shares 5,474 Value ($000) $1,923 Avg Close — Range —
Q3 2022
Shares 7,083 Value ($000) $2,325 Avg Close — Range —
Q2 2022
Shares 7,793 Value ($000) $2,703 Avg Close — Range —
Q1 2022
Shares 8,745 Value ($000) $3,631 Avg Close — Range —
Q4 2021
Shares 8,879 Value ($000) $3,876 Avg Close — Range —
Q3 2021
Shares 5,333 Value ($000) $2,103 Avg Close — Range —
Q2 2021
Shares 5,434 Value ($000) $2,138 Avg Close — Range —
Q1 2021
Shares 1,979,620 Value ($000) $5 Avg Close — Range —
Q4 2020
Shares 6,459 Value ($000) $2,220 Avg Close — Range —
Q3 2020
Shares 5,321 Value ($000) $1,637 Avg Close — Range —
Q2 2020
Shares 5,643 Value ($000) $1,599 Avg Close — Range —
Q1 2020
Shares 5,643 Value ($000) $1,336 Avg Close — Range —
Q4 2019
Shares 87 Value ($000) $26 Avg Close — Range —