VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

Evergreen Wealth Management, LLC's Holding History (CIK: 0001965292)

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

Q4 2025
Shares 4,456 Value ($000) $1,244 Avg Close — Range —
Q3 2025
Shares 4,685 Value ($000) $1,376 Avg Close — Range —
Q2 2025
Shares 4,679 Value ($000) $1,331 Avg Close — Range —
Q1 2025
Shares 4,793 Value ($000) $1,172 Avg Close — Range —
Q4 2024
Shares 4,909 Value ($000) $1,246 Avg Close — Range —
Q3 2024
Shares 4,903 Value ($000) $1,194 Avg Close — Range —
Q2 2024
Shares 5,482 Value ($000) $1,259 Avg Close — Range —
Q1 2024
Shares 5,482 Value ($000) $1,293 Avg Close — Range —
Q4 2023
Shares 5,482 Value ($000) $1,204 Avg Close — Range —
Q3 2023
Shares 6,302 Value ($000) $1,227 Avg Close — Range —
Q2 2023
Shares 6,422 Value ($000) $1,288 Avg Close — Range —
Q1 2023
Shares 6,433 Value ($000) $1,225 Avg Close — Range —
Q4 2022
Shares 10,626 Value ($000) $1,098 Avg Close — Range —