VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

Balance Wealth, LLC's Holding History (CIK: 0002065247)

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

Q4 2025
Shares 26,305 Value ($000) $16,496 Avg Close — Range —
Q3 2025
Shares 29,570 Value ($000) $18,108 Avg Close — Range —
Q2 2025
Shares 16,782 Value ($000) $9,533 Avg Close — Range —
Q1 2025
Shares 15,391 Value ($000) $7,909 Avg Close — Range —