VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 5,644 Value ($000) $1,576 Avg Close Range
Q3 2025
Shares 3,370 Value ($000) $990 Avg Close Range
Q2 2025
Shares 2,500 Value ($000) $711 Avg Close Range
Q1 2025
Shares 2,504 Value ($000) $613 Avg Close Range
Q4 2024
Shares 2,665 Value ($000) $676 Avg Close Range
Q3 2024
Shares 1,363 Value ($000) $332 Avg Close Range
Q2 2024
Shares 2,257 Value ($000) $518 Avg Close Range
Q1 2024
Shares 2,103 Value ($000) $496 Avg Close Range
Q4 2023
Shares 1,958 Value ($000) $430 Avg Close Range