VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

Milestone Investment Advisors LLC's Holding History (CIK: 0001967018)

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

Q4 2025
Shares 1,828 Value ($000) $510 Avg Close Range
Q3 2025
Shares 1,943 Value ($000) $571 Avg Close Range
Q2 2025
Shares 1,948 Value ($000) $554 Avg Close Range
Q1 2025
Shares 2,145 Value ($000) $525 Avg Close Range
Q4 2024
Shares 2,182 Value ($000) $554 Avg Close Range
Q3 2024
Shares 2,202 Value ($000) $536 Avg Close Range
Q2 2024
Shares 2,255 Value ($000) $518 Avg Close Range
Q1 2024
Shares 2,277 Value ($000) $537 Avg Close Range
Q4 2023
Shares 2,277 Value ($000) $500 Avg Close Range
Q3 2023
Shares 2,299 Value ($000) $448 Avg Close Range
Q2 2023
Shares 2,303 Value ($000) $474 Avg Close Range
Q1 2023
Shares 2,319 Value ($000) $452 Avg Close Range
Q4 2022
Shares 2,267 Value ($000) $407 Avg Close Range