VANGUARD INDEX FDS

Ticker: VNQ CUSIP: 922908553 Class: REAL ESTATE ETF

Keudell/Morrison Wealth Management's Holding History (CIK: 0001785498)

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

Q4 2025
Shares 100,090 Value ($000) $8,857 Avg Close Range
Q2 2025
Shares 3,132 Value ($000) $279 Avg Close Range
Q1 2025
Shares 2,793 Value ($000) $253 Avg Close Range
Q4 2024
Shares 2,652 Value ($000) $236 Avg Close Range
Q2 2024
Shares 2,770 Value ($000) $232 Avg Close Range
Q1 2024
Shares 2,581 Value ($000) $223 Avg Close Range
Q4 2022
Shares 2,513 Value ($000) $207 Avg Close Range
Q3 2022
Shares 3,181 Value ($000) $255 Avg Close Range
Q2 2022
Shares 3,011 Value ($000) $274 Avg Close Range
Q1 2022
Shares 2,997 Value ($000) $325 Avg Close Range
Q1 2021
Shares 48,105 Value ($000) $4,419 Avg Close Range
Q4 2020
Shares 51,687 Value ($000) $4,390 Avg Close Range
Q3 2020
Shares 52,850 Value ($000) $4,173 Avg Close Range