VANGUARD INDEX FDS

Ticker: VNQ CUSIP: 922908553 Class: REAL ESTATE ETF

ELEVATE WEALTH ADVISORY, INC's Holding History (CIK: 0002011651)

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

Q4 2025
Shares 40,855 Value ($000) $3,615 Avg Close — Range —
Q3 2025
Shares 37,768 Value ($000) $3,453 Avg Close — Range —
Q2 2025
Shares 38,092 Value ($000) $3,392 Avg Close — Range —
Q1 2025
Shares 41,058 Value ($000) $3,717 Avg Close — Range —
Q4 2024
Shares 40,046 Value ($000) $3,524 Avg Close — Range —
Q3 2024
Shares 40,083 Value ($000) $3,937 Avg Close — Range —
Q2 2024
Shares 39,716 Value ($000) $3,368 Avg Close — Range —
Q1 2024
Shares 35,132 Value ($000) $3,038 Avg Close — Range —
Q4 2023
Shares 32,825 Value ($000) $2,900 Avg Close — Range —