VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

Segment Wealth Management, LLC's Holding History (CIK: 0001575581)

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

Q4 2025
Shares 860 Value ($000) $240 Avg Close — Range —
Q3 2025
Shares 860 Value ($000) $253 Avg Close — Range —
Q2 2025
Shares 860 Value ($000) $245 Avg Close — Range —
Q1 2025
Shares 4,030 Value ($000) $986 Avg Close — Range —
Q4 2024
Shares 7,380 Value ($000) $1,873 Avg Close — Range —
Q3 2024
Shares 8,125 Value ($000) $1,978 Avg Close — Range —
Q2 2024
Shares 8,325 Value ($000) $1,911 Avg Close — Range —
Q1 2024
Shares 8,325 Value ($000) $1,963 Avg Close — Range —
Q4 2023
Shares 10,315 Value ($000) $2,265 Avg Close — Range —
Q3 2018
Shares 2,000 Value ($000) $285 Avg Close — Range —