VANGUARD INDEX FDS

Ticker: VOE CUSIP: 922908512 Class: MCAP VL IDXVIP

Caldwell Trust Co's Holding History (CIK: 0002080218)

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

Q4 2025
Shares 1,509 Value ($000) $268 Avg Close — Range —
Q3 2025
Shares 1,472 Value ($000) $257 Avg Close — Range —
Q2 2025
Shares 1,493 Value ($000) $246 Avg Close — Range —
Q1 2025
Shares 1,503 Value ($000) $241 Avg Close — Range —
Q4 2024
Shares 1,598 Value ($000) $259 Avg Close — Range —
Q3 2024
Shares 1,598 Value ($000) $268 Avg Close — Range —
Q2 2024
Shares 1,598 Value ($000) $240 Avg Close — Range —
Q1 2024
Shares 1,653 Value ($000) $258 Avg Close — Range —
Q4 2023
Shares 1,664 Value ($000) $241 Avg Close — Range —
Q3 2023
Shares 1,764 Value ($000) $231 Avg Close — Range —
Q2 2023
Shares 1,919 Value ($000) $266 Avg Close — Range —
Q1 2023
Shares 1,974 Value ($000) $265 Avg Close — Range —
Q4 2022
Shares 1,917 Value ($000) $259 Avg Close — Range —
Q3 2022
Shares 1,475 Value ($000) $180 Avg Close — Range —
Q2 2022
Shares 1,468 Value ($000) $190 Avg Close — Range —
Q1 2022
Shares 1,491 Value ($000) $223 Avg Close — Range —
Q4 2021
Shares 1,468 Value ($000) $221 Avg Close — Range —
Q3 2021
Shares 1,468 Value ($000) $205 Avg Close — Range —
Q2 2021
Shares 1,417 Value ($000) $199 Avg Close — Range —
Q1 2021
Shares 780 Value ($000) $105 Avg Close — Range —