VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

GENESIS PRIVATE WEALTH, LLC's Holding History (CIK: 0001965529)

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

Q4 2025
Shares 21,967 Value ($000) $6,132 Avg Close Range
Q3 2025
Shares 21,308 Value ($000) $6,260 Avg Close Range
Q2 2025
Shares 21,156 Value ($000) $6,017 Avg Close Range
Q1 2025
Shares 20,927 Value ($000) $5,120 Avg Close Range
Q4 2024
Shares 19,909 Value ($000) $5,052 Avg Close Range