VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

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

Q4 2025
Shares 11,073 Value ($000) $3,091 Avg Close — Range —
Q3 2025
Shares 14,784 Value ($000) $4,343 Avg Close — Range —
Q2 2025
Shares 15,075 Value ($000) $4,287 Avg Close — Range —
Q1 2025
Shares 15,842 Value ($000) $3,876 Avg Close — Range —
Q4 2024
Shares 15,207 Value ($000) $3,859 Avg Close — Range —
Q3 2024
Shares 15,489 Value ($000) $3,771 Avg Close — Range —
Q2 2024
Shares 16,285 Value ($000) $3,738 Avg Close — Range —
Q1 2024
Shares 67,888 Value ($000) $16,013 Avg Close — Range —
Q4 2023
Shares 65,688 Value ($000) $14,423 Avg Close — Range —
Q3 2023
Shares 63,479 Value ($000) $12,364 Avg Close — Range —
Q2 2023
Shares 76,440 Value ($000) $15,729 Avg Close — Range —
Q1 2023
Shares 72,251 Value ($000) $14 Avg Close — Range —
Q4 2022
Shares 64,916 Value ($000) $12 Avg Close — Range —
Q2 2022
Shares 1,161 Value ($000) $204 Avg Close — Range —
Q1 2022
Shares 1,056 Value ($000) $235 Avg Close — Range —
Q4 2021
Shares 1,071 Value ($000) $273 Avg Close — Range —
Q3 2021
Shares 1,099 Value ($000) $260 Avg Close — Range —
Q2 2021
Shares 1,257 Value ($000) $297 Avg Close — Range —