VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

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

Q4 2025
Shares 6,174 Value ($000) $1,724 Avg Close — Range —
Q3 2025
Shares 4,582 Value ($000) $1,346 Avg Close — Range —
Q2 2025
Shares 3,381 Value ($000) $962 Avg Close — Range —
Q1 2025
Shares 3,289 Value ($000) $805 Avg Close — Range —
Q4 2024
Shares 3,573 Value ($000) $907 Avg Close — Range —
Q3 2024
Shares 2,840 Value ($000) $691 Avg Close — Range —
Q2 2024
Shares 2,843 Value ($000) $653 Avg Close — Range —
Q1 2024
Shares 892 Value ($000) $210 Avg Close — Range —
Q1 2023
Shares 1,824 Value ($000) $356 Avg Close — Range —
Q4 2022
Shares 1,888 Value ($000) $339 Avg Close — Range —
Q3 2022
Shares 1,497 Value ($000) $255 Avg Close — Range —
Q2 2022
Shares 1,537 Value ($000) $269 Avg Close — Range —
Q1 2022
Shares 1,831 Value ($000) $408 Avg Close — Range —
Q4 2021
Shares 1,823 Value ($000) $464 Avg Close — Range —
Q2 2021
Shares 1,279 Value ($000) $302 Avg Close — Range —
Q1 2021
Shares 1,278 Value ($000) $274 Avg Close — Range —
Q4 2020
Shares 1,278 Value ($000) $271 Avg Close — Range —
Q3 2020
Shares 1,312 Value ($000) $236 Avg Close — Range —
Q4 2019
Shares 1,483 Value ($000) $235 Avg Close — Range —
Q3 2019
Shares 2,416 Value ($000) $358 Avg Close — Range —