VANGUARD INDEX FDS

Ticker: VNQ CUSIP: 922908553 Class: REAL ESTATE ETF

BALANCED WEALTH GROUP LLC's Holding History (CIK: 0002009783)

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

Q4 2025
Shares 56,089 Value ($000) $5,136 Avg Close — Range —
Q3 2025
Shares 55,171 Value ($000) $4,949 Avg Close — Range —
Q2 2025
Shares 54,733 Value ($000) $4,879 Avg Close — Range —
Q1 2025
Shares 59,993 Value ($000) $5,432 Avg Close — Range —
Q4 2024
Shares 60,572 Value ($000) $5,367 Avg Close — Range —
Q3 2024
Shares 112,033 Value ($000) $10,787 Avg Close — Range —
Q2 2024
Shares 273,526 Value ($000) $12,079 Avg Close — Range —
Q1 2024
Shares 259,346 Value ($000) $10,922 Avg Close — Range —
Q4 2023
Shares 84,291 Value ($000) $7,448 Avg Close — Range —