VANGUARD INDEX FDS

Ticker: VNQ CUSIP: 922908553 Class: REAL ESTATE ETF

Intergy Private Wealth, LLC's Holding History (CIK: 0001911342)

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

Q4 2025
Shares 38,619 Value ($000) $3,417 Avg Close Range
Q3 2025
Shares 37,649 Value ($000) $3,442 Avg Close Range
Q2 2025
Shares 35,554 Value ($000) $3,166 Avg Close Range
Q1 2025
Shares 34,936 Value ($000) $3,163 Avg Close Range
Q4 2024
Shares 34,784 Value ($000) $3,099 Avg Close Range
Q3 2024
Shares 34,177 Value ($000) $3,330 Avg Close Range
Q2 2024
Shares 32,713 Value ($000) $2,740 Avg Close Range
Q1 2024
Shares 30,849 Value ($000) $2,668 Avg Close Range
Q4 2023
Shares 30,098 Value ($000) $2,659 Avg Close Range
Q3 2023
Shares 19,556 Value ($000) $1,480 Avg Close Range
Q2 2023
Shares 19,094 Value ($000) $1,596 Avg Close Range
Q1 2023
Shares 18,227 Value ($000) $1,514 Avg Close Range
Q4 2022
Shares 16,828 Value ($000) $1,388 Avg Close Range
Q3 2022
Shares 14,787 Value ($000) $1,185 Avg Close Range
Q2 2022
Shares 13,194 Value ($000) $1,202 Avg Close Range
Q1 2022
Shares 13,234 Value ($000) $1,434 Avg Close Range
Q4 2021
Shares 9,999 Value ($000) $1,160 Avg Close Range