VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

WMG Financial Advisors, LLC's Holding History (CIK: 0001906711)

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

Q3 2025
Shares 1,236 Value ($000) $363 Avg Close — Range —
Q2 2025
Shares 1,236 Value ($000) $352 Avg Close — Range —
Q1 2025
Shares 1,293 Value ($000) $316 Avg Close — Range —
Q4 2024
Shares 1,291 Value ($000) $328 Avg Close — Range —
Q3 2024
Shares 1,259 Value ($000) $307 Avg Close — Range —
Q2 2024
Shares 1,276 Value ($000) $293 Avg Close — Range —
Q1 2024
Shares 1,314 Value ($000) $310 Avg Close — Range —
Q4 2023
Shares 1,161 Value ($000) $255 Avg Close — Range —
Q3 2023
Shares 1,381 Value ($000) $269 Avg Close — Range —
Q2 2023
Shares 1,161 Value ($000) $239 Avg Close — Range —
Q1 2023
Shares 884 Value ($000) $226 Avg Close — Range —
Q4 2022
Shares 1,191 Value ($000) $214 Avg Close — Range —
Q1 2022
Shares 1,009 Value ($000) $224 Avg Close — Range —
Q4 2021
Shares 1,009 Value ($000) $254 Avg Close — Range —