VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

Opes Wealth Management LLC's Holding History (CIK: 0001766918)

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

Q4 2025
Shares 55,345 Value ($000) $15,449 Avg Close — Range —
Q3 2025
Shares 54,540 Value ($000) $16,023 Avg Close — Range —
Q2 2025
Shares 53,940 Value ($000) $15,340 Avg Close — Range —
Q1 2025
Shares 51,095 Value ($000) $12,500 Avg Close — Range —
Q4 2024
Shares 44,717 Value ($000) $11,347 Avg Close — Range —
Q3 2024
Shares 44,553 Value ($000) $10,847 Avg Close — Range —
Q2 2024
Shares 44,333 Value ($000) $10,177 Avg Close — Range —
Q1 2024
Shares 44,130 Value ($000) $10,405 Avg Close — Range —
Q4 2023
Shares 42,327 Value ($000) $9,294 Avg Close — Range —
Q3 2023
Shares 42,013 Value ($000) $8,183 Avg Close — Range —
Q2 2023
Shares 43,815 Value ($000) $9,016 Avg Close — Range —
Q1 2023
Shares 43,325 Value ($000) $8,444 Avg Close — Range —
Q4 2022
Shares 40,620 Value ($000) $7,302 Avg Close — Range —
Q3 2022
Shares 38,580 Value ($000) $6,579 Avg Close — Range —