VANGUARD INDEX FDS

Ticker: VOE CUSIP: 922908512 Class: MCAP VL IDXVIP

Evergreen Wealth Management, LLC's Holding History (CIK: 0001965292)

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

Q4 2025
Shares 7,445 Value ($000) $1,321 Avg Close Range
Q3 2025
Shares 7,850 Value ($000) $1,370 Avg Close Range
Q2 2025
Shares 7,834 Value ($000) $1,288 Avg Close Range
Q1 2025
Shares 8,027 Value ($000) $1,289 Avg Close Range
Q4 2024
Shares 8,109 Value ($000) $1,312 Avg Close Range
Q3 2024
Shares 8,077 Value ($000) $1,354 Avg Close Range
Q2 2024
Shares 10,074 Value ($000) $1,515 Avg Close Range
Q1 2024
Shares 10,074 Value ($000) $1,571 Avg Close Range
Q4 2023
Shares 10,074 Value ($000) $1,461 Avg Close Range
Q3 2023
Shares 11,783 Value ($000) $1,543 Avg Close Range
Q2 2023
Shares 11,996 Value ($000) $1,585 Avg Close Range
Q1 2023
Shares 11,983 Value ($000) $1,782 Avg Close Range
Q4 2022
Shares 10,473 Value ($000) $1,534 Avg Close Range