VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

Focus Partners Wealth's Holding History (CIK: 0001542153)

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

Q4 2025
Shares 62,227 Value ($000) $17,370 Avg Close Range
Q3 2025
Shares 57,196 Value ($000) $16,803 Avg Close Range
Q2 2025
Shares 33,279 Value ($000) $9,465 Avg Close Range
Q1 2025
Shares 30,665 Value ($000) $7,502 Avg Close Range
Q4 2024
Shares 30,707 Value ($000) $7,841 Avg Close Range
Q3 2024
Shares 29,550 Value ($000) $7,195 Avg Close Range
Q2 2024
Shares 38,914 Value ($000) $9 Avg Close Range
Q1 2024
Shares 18,559 Value ($000) $4 Avg Close Range
Q4 2023
Shares 20,060 Value ($000) $4 Avg Close Range