VANGUARD INDEX FDS

Ticker: VNQ CUSIP: 922908553 Class: REAL ESTATE ETF

INSTRUMENTAL WEALTH, LLC's Holding History (CIK: 0001976010)

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

Q1 2025
Shares 2,514 Value ($000) $219 Avg Close — Range —
Q4 2024
Shares 3,427 Value ($000) $314 Avg Close — Range —
Q3 2024
Shares 7,028 Value ($000) $670 Avg Close — Range —
Q2 2024
Shares 36,796 Value ($000) $3,239 Avg Close — Range —
Q1 2024
Shares 36,907 Value ($000) $3,001 Avg Close — Range —
Q4 2023
Shares 37,725 Value ($000) $3,173 Avg Close — Range —
Q3 2023
Shares 36,898 Value ($000) $2,815 Avg Close — Range —
Q2 2023
Shares 40,696 Value ($000) $3,490 Avg Close — Range —
Q1 2023
Shares 39,988 Value ($000) $3,237 Avg Close — Range —