VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

BIRCH FINANCIAL GROUP, LLC's Holding History (CIK: 0002083592)

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

Q4 2025
Shares 14,473 Value ($000) $9,076 Avg Close — Range —
Q3 2025
Shares 14,159 Value ($000) $8,671 Avg Close — Range —
Q2 2025
Shares 13,233 Value ($000) $7,517 Avg Close — Range —
Q1 2025
Shares 12,509 Value ($000) $6,428 Avg Close — Range —
Q4 2024
Shares 4,691 Value ($000) $2,528 Avg Close — Range —