VANGUARD INDEX FDS

Ticker: VOE CUSIP: 922908512 Class: MCAP VL IDXVIP

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 44,600 Value ($000) $7,911 Avg Close — Range —
Q3 2025
Shares 47,043 Value ($000) $8,213 Avg Close — Range —
Q2 2025
Shares 45,397 Value ($000) $7,466 Avg Close — Range —
Q1 2025
Shares 43,933 Value ($000) $7,053 Avg Close — Range —
Q4 2024
Shares 42,669 Value ($000) $6,902 Avg Close — Range —
Q3 2024
Shares 43,459 Value ($000) $7,287 Avg Close — Range —
Q2 2024
Shares 42,222 Value ($000) $6,351 Avg Close — Range —
Q1 2024
Shares 41,641 Value ($000) $6,492 Avg Close — Range —
Q4 2023
Shares 41,460 Value ($000) $6,012 Avg Close — Range —
Q3 2023
Shares 40,523 Value ($000) $5,307 Avg Close — Range —
Q2 2023
Shares 39,881 Value ($000) $5,519 Avg Close — Range —
Q1 2023
Shares 40,632 Value ($000) $5,447 Avg Close — Range —
Q4 2022
Shares 40,696 Value ($000) $5,504 Avg Close — Range —
Q3 2022
Shares 39,465 Value ($000) $4,806 Avg Close — Range —
Q2 2022
Shares 37,530 Value ($000) $4,861 Avg Close — Range —
Q1 2022
Shares 36,685 Value ($000) $5,491 Avg Close — Range —
Q4 2021
Shares 35,865 Value ($000) $5,392 Avg Close — Range —