VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

Intergy Private Wealth, LLC's Holding History (CIK: 0001911342)

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

Q4 2025
Shares 9,481 Value ($000) $2,647 Avg Close Range
Q3 2025
Shares 9,481 Value ($000) $2,785 Avg Close Range
Q2 2025
Shares 9,564 Value ($000) $2,720 Avg Close Range
Q1 2025
Shares 9,574 Value ($000) $2,342 Avg Close Range
Q4 2024
Shares 9,573 Value ($000) $2,429 Avg Close Range
Q3 2024
Shares 9,573 Value ($000) $2,331 Avg Close Range
Q2 2024
Shares 9,728 Value ($000) $2,233 Avg Close Range
Q1 2024
Shares 9,750 Value ($000) $2,299 Avg Close Range
Q4 2023
Shares 9,771 Value ($000) $2,145 Avg Close Range
Q3 2023
Shares 9,395 Value ($000) $1,830 Avg Close Range
Q2 2023
Shares 9,398 Value ($000) $1,934 Avg Close Range
Q1 2023
Shares 9,398 Value ($000) $1,832 Avg Close Range
Q4 2022
Shares 9,502 Value ($000) $1,708 Avg Close Range
Q3 2022
Shares 8,714 Value ($000) $1,486 Avg Close Range