VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 24,717 Value ($000) $6,900 Avg Close — Range —
Q3 2025
Shares 21,929 Value ($000) $6,442 Avg Close — Range —
Q2 2025
Shares 20,132 Value ($000) $5,725 Avg Close — Range —
Q1 2025
Shares 18,971 Value ($000) $4,641 Avg Close — Range —
Q4 2024
Shares 17,992 Value ($000) $4,565 Avg Close — Range —
Q3 2024
Shares 17,589 Value ($000) $4,282 Avg Close — Range —
Q2 2024
Shares 14,699 Value ($000) $3,374 Avg Close — Range —
Q1 2024
Shares 14,169 Value ($000) $3,341 Avg Close — Range —
Q4 2023
Shares 14,038 Value ($000) $3,082 Avg Close — Range —