VANGUARD INDEX FDS

Ticker: VNQ CUSIP: 922908553 Class: REAL ESTATE ETF

KWB Wealth's Holding History (CIK: 0001822236)

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

Q3 2023
Shares 4,453 Value ($000) $372 Avg Close — Range —
Q2 2023
Shares 4,453 Value ($000) $372 Avg Close — Range —
Q1 2023
Shares 7,826 Value ($000) $646 Avg Close — Range —
Q4 2022
Shares 7,538 Value ($000) $622 Avg Close — Range —
Q3 2022
Shares 8,172 Value ($000) $655 Avg Close — Range —
Q2 2022
Shares 9,628 Value ($000) $877 Avg Close — Range —
Q1 2022
Shares 11,827 Value ($000) $1,372 Avg Close — Range —
Q4 2021
Shares 11,827 Value ($000) $1,372 Avg Close — Range —
Q3 2021
Shares 12,507 Value ($000) $1,273 Avg Close — Range —
Q2 2021
Shares 13,488 Value ($000) $1,239 Avg Close — Range —
Q1 2021
Shares 13,488 Value ($000) $1,239 Avg Close — Range —
Q4 2020
Shares 16,566 Value ($000) $1,407 Avg Close — Range —