VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

BALANCED WEALTH GROUP LLC's Holding History (CIK: 0002009783)

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

Q4 2025
Shares 814 Value ($000) $500 Avg Close — Range —
Q3 2025
Shares 785 Value ($000) $446 Avg Close — Range —
Q2 2025
Shares 787 Value ($000) $457 Avg Close — Range —