VANGUARD INDEX FDS

Ticker: VNQ CUSIP: 922908553 Class: REAL ESTATE ETF

Upper Left Wealth Management, LLC's Holding History (CIK: 0001911228)

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

Q4 2025
Shares 9,689 Value ($000) $857 Avg Close Range
Q3 2025
Shares 8,772 Value ($000) $802 Avg Close Range
Q2 2025
Shares 8,819 Value ($000) $785 Avg Close Range
Q1 2025
Shares 8,140 Value ($000) $737 Avg Close Range
Q4 2024
Shares 8,136 Value ($000) $725 Avg Close Range
Q3 2024
Shares 6,311 Value ($000) $600 Avg Close Range
Q2 2024
Shares 6,295 Value ($000) $527 Avg Close Range
Q1 2024
Shares 6,296 Value ($000) $544 Avg Close Range
Q4 2023
Shares 6,810 Value ($000) $602 Avg Close Range
Q3 2023
Shares 5,505 Value ($000) $417 Avg Close Range
Q2 2023
Shares 6,055 Value ($000) $506 Avg Close Range
Q1 2023
Shares 4,763 Value ($000) $396 Avg Close Range
Q4 2022
Shares 5,042 Value ($000) $416 Avg Close Range
Q3 2022
Shares 3,639 Value ($000) $298 Avg Close Range
Q2 2022
Shares 4,601 Value ($000) $419 Avg Close Range
Q1 2022
Shares 3,341 Value ($000) $369 Avg Close Range
Q4 2021
Shares 3,450 Value ($000) $400 Avg Close Range