VANGUARD INDEX FDS

Ticker: VNQ CUSIP: 922908553 Class: REAL ESTATE ETF

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's Holding History (CIK: 0001794153)

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

Q4 2025
Shares 18,515 Value ($000) $1,638 Avg Close — Range —
Q3 2025
Shares 16,288 Value ($000) $1,489 Avg Close — Range —
Q2 2025
Shares 15,957 Value ($000) $1,421 Avg Close — Range —
Q1 2025
Shares 15,377 Value ($000) $1,392 Avg Close — Range —
Q4 2024
Shares 13,471 Value ($000) $1,200 Avg Close — Range —
Q3 2024
Shares 11,186 Value ($000) $1,090 Avg Close — Range —
Q2 2024
Shares 10,990 Value ($000) $921 Avg Close — Range —
Q1 2024
Shares 9,970 Value ($000) $862 Avg Close — Range —
Q4 2023
Shares 8,987 Value ($000) $794 Avg Close — Range —
Q3 2023
Shares 8,163 Value ($000) $618 Avg Close — Range —
Q2 2023
Shares 6,810 Value ($000) $569 Avg Close — Range —
Q1 2023
Shares 6,306 Value ($000) $524 Avg Close — Range —
Q4 2022
Shares 5,310 Value ($000) $438 Avg Close — Range —