VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

Caldwell Trust Co's Holding History (CIK: 0002080218)

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

Q4 2025
Shares 1,281 Value ($000) $358 Avg Close Range
Q3 2025
Shares 1,227 Value ($000) $360 Avg Close Range
Q2 2025
Shares 1,201 Value ($000) $342 Avg Close Range
Q1 2025
Shares 1,212 Value ($000) $297 Avg Close Range
Q4 2024
Shares 1,188 Value ($000) $301 Avg Close Range
Q3 2024
Shares 1,060 Value ($000) $258 Avg Close Range
Q2 2024
Shares 1,036 Value ($000) $238 Avg Close Range
Q1 2024
Shares 1,098 Value ($000) $259 Avg Close Range
Q4 2023
Shares 1,094 Value ($000) $240 Avg Close Range
Q3 2023
Shares 1,162 Value ($000) $226 Avg Close Range
Q2 2023
Shares 1,002 Value ($000) $206 Avg Close Range
Q1 2023
Shares 1,002 Value ($000) $195 Avg Close Range
Q4 2022
Shares 788 Value ($000) $142 Avg Close Range
Q3 2022
Shares 703 Value ($000) $120 Avg Close Range
Q2 2022
Shares 677 Value ($000) $119 Avg Close Range
Q1 2022
Shares 464 Value ($000) $103 Avg Close Range
Q4 2021
Shares 614 Value ($000) $156 Avg Close Range
Q3 2021
Shares 601 Value ($000) $142 Avg Close Range
Q2 2021
Shares 406 Value ($000) $96 Avg Close Range
Q1 2021
Shares 308 Value ($000) $66 Avg Close Range
Q4 2020
Shares 63 Value ($000) $13 Avg Close Range