VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

Dakota Wealth Management's Holding History (CIK: 0001631353)

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

Q4 2025
Shares 92,587 Value ($000) $25,845 Avg Close — Range —
Q3 2025
Shares 86,458 Value ($000) $25,401 Avg Close — Range —
Q2 2025
Shares 85,688 Value ($000) $24,370 Avg Close — Range —
Q1 2025
Shares 79,805 Value ($000) $19,523 Avg Close — Range —
Q4 2024
Shares 77,100 Value ($000) $19,564 Avg Close — Range —
Q3 2024
Shares 71,680 Value ($000) $17,452 Avg Close — Range —
Q2 2024
Shares 56,184 Value ($000) $12,898 Avg Close — Range —
Q1 2024
Shares 20,788 Value ($000) $4,902 Avg Close — Range —
Q4 2022
Shares 1,187 Value ($000) $213 Avg Close — Range —
Q4 2021
Shares 811 Value ($000) $207 Avg Close — Range —