VANGUARD INDEX FDS

Ticker: VNQ CUSIP: 922908553 Class: REAL ESTATE ETF

Windward Private Wealth Management Inc.'s Holding History (CIK: 0001835866)

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

Q3 2025
Shares 2,238 Value ($000) $205 Avg Close — Range —
Q1 2025
Shares 2,311 Value ($000) $209 Avg Close — Range —
Q4 2024
Shares 3,676 Value ($000) $327 Avg Close — Range —
Q3 2024
Shares 3,821 Value ($000) $372 Avg Close — Range —
Q2 2024
Shares 4,100 Value ($000) $343 Avg Close — Range —
Q1 2024
Shares 4,914 Value ($000) $425 Avg Close — Range —
Q4 2023
Shares 5,201 Value ($000) $460 Avg Close — Range —
Q3 2023
Shares 13,678 Value ($000) $1,035 Avg Close — Range —
Q2 2023
Shares 16,102 Value ($000) $1,345 Avg Close — Range —
Q1 2023
Shares 15,759 Value ($000) $1,309 Avg Close — Range —
Q4 2022
Shares 15,399 Value ($000) $1,270 Avg Close — Range —
Q3 2022
Shares 15,039 Value ($000) $1,206 Avg Close — Range —
Q2 2022
Shares 15,417 Value ($000) $1,405 Avg Close — Range —
Q1 2022
Shares 15,497 Value ($000) $1,679 Avg Close — Range —
Q4 2021
Shares 16,426 Value ($000) $1,906 Avg Close — Range —
Q3 2021
Shares 18,999 Value ($000) $1,934 Avg Close — Range —
Q2 2021
Shares 22,288 Value ($000) $2,269 Avg Close — Range —
Q1 2021
Shares 24,614 Value ($000) $2,261 Avg Close — Range —
Q4 2020
Shares 31,417 Value ($000) $2,668 Avg Close — Range —