VANGUARD INDEX FDS

Ticker: VNQ CUSIP: 922908553 Class: REAL ESTATE ETF

Wealth Dimensions Group, Ltd.'s Holding History (CIK: 0001846462)

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

Q4 2025
Shares 12,238 Value ($000) $1,083 Avg Close Range
Q3 2025
Shares 12,955 Value ($000) $1,184 Avg Close Range
Q2 2025
Shares 12,825 Value ($000) $1,142 Avg Close Range
Q1 2025
Shares 13,133 Value ($000) $1,189 Avg Close Range
Q4 2024
Shares 13,075 Value ($000) $1,165 Avg Close Range
Q3 2024
Shares 12,765 Value ($000) $1,244 Avg Close Range
Q2 2024
Shares 12,774 Value ($000) $1,070 Avg Close Range
Q1 2024
Shares 12,493 Value ($000) $1,080 Avg Close Range
Q4 2023
Shares 12,894 Value ($000) $1,139 Avg Close Range
Q3 2023
Shares 13,042 Value ($000) $987 Avg Close Range
Q2 2023
Shares 12,969 Value ($000) $1,084 Avg Close Range
Q1 2023
Shares 12,950 Value ($000) $1,075 Avg Close Range
Q4 2022
Shares 12,895 Value ($000) $1,064 Avg Close Range
Q3 2022
Shares 14,847 Value ($000) $1,190 Avg Close Range
Q2 2022
Shares 14,769 Value ($000) $1,346 Avg Close Range
Q1 2022
Shares 12,717 Value ($000) $1,378 Avg Close Range
Q4 2021
Shares 12,556 Value ($000) $1,457 Avg Close Range
Q3 2021
Shares 13,818 Value ($000) $1,406 Avg Close Range
Q2 2021
Shares 13,855 Value ($000) $1,410 Avg Close Range
Q1 2021
Shares 13,853 Value ($000) $1,272 Avg Close Range
Q4 2020
Shares 12,824 Value ($000) $1,089 Avg Close Range