VANGUARD INDEX FDS

Ticker: VNQ CUSIP: 922908553 Class: REAL ESTATE ETF

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 84,893 Value ($000) $7,512 Avg Close — Range —
Q3 2025
Shares 80,953 Value ($000) $7,401 Avg Close — Range —
Q2 2025
Shares 82,416 Value ($000) $7,340 Avg Close — Range —
Q1 2025
Shares 6,956 Value ($000) $630 Avg Close — Range —
Q4 2024
Shares 5,198 Value ($000) $463 Avg Close — Range —
Q3 2024
Shares 4,836 Value ($000) $471 Avg Close — Range —
Q2 2024
Shares 5,054 Value ($000) $423 Avg Close — Range —
Q1 2024
Shares 4,954 Value ($000) $428 Avg Close — Range —
Q4 2023
Shares 3,547 Value ($000) $313 Avg Close — Range —