VANGUARD INDEX FDS

Ticker: VNQ CUSIP: 922908553 Class: REAL ESTATE ETF

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 20,120 Value ($000) $1,780 Avg Close — Range —
Q3 2025
Shares 15,889 Value ($000) $1,453 Avg Close — Range —
Q2 2025
Shares 15,440 Value ($000) $1,375 Avg Close — Range —
Q1 2025
Shares 12,550 Value ($000) $1,136 Avg Close — Range —
Q4 2024
Shares 12,195 Value ($000) $1,086 Avg Close — Range —
Q3 2024
Shares 11,967 Value ($000) $1,166 Avg Close — Range —
Q2 2024
Shares 10,011 Value ($000) $839 Avg Close — Range —
Q1 2024
Shares 9,714 Value ($000) $840 Avg Close — Range —
Q4 2023
Shares 9,898 Value ($000) $875 Avg Close — Range —