VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

SMART Wealth LLC's Holding History (CIK: 0002044723)

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

Q4 2025
Shares 13,399 Value ($000) $8,403 Avg Close Range
Q3 2025
Shares 11,327 Value ($000) $6,937 Avg Close Range
Q2 2025
Shares 7,750 Value ($000) $4,402 Avg Close Range
Q1 2025
Shares 9,609 Value ($000) $4,938 Avg Close Range
Q4 2024
Shares 16,293 Value ($000) $8,779 Avg Close Range
Q3 2024
Shares 9,297 Value ($000) $4,906 Avg Close Range
Q2 2024
Shares 11,793 Value ($000) $5,898 Avg Close Range
Q1 2024
Shares 12,207 Value ($000) $5,868 Avg Close Range
Q4 2023
Shares 2,509 Value ($000) $1,096 Avg Close Range
Q3 2023
Shares 946 Value ($000) $371 Avg Close Range
Q2 2023
Shares 941 Value ($000) $383 Avg Close Range
Q1 2023
Shares 983 Value ($000) $370 Avg Close Range
Q4 2022
Shares 1,215 Value ($000) $427 Avg Close Range