VANGUARD INDEX FDS

Ticker: VBK CUSIP: 922908595 Class: SML CP GRW ETF

Windward Private Wealth Management Inc.'s Holding History (CIK: 0001835866)

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

Q4 2025
Shares 1,960 Value ($000) $592 Avg Close — Range —
Q3 2025
Shares 2,367 Value ($000) $704 Avg Close — Range —
Q2 2025
Shares 2,541 Value ($000) $704 Avg Close — Range —
Q1 2025
Shares 2,632 Value ($000) $663 Avg Close — Range —
Q4 2024
Shares 2,959 Value ($000) $829 Avg Close — Range —
Q3 2024
Shares 3,004 Value ($000) $803 Avg Close — Range —
Q2 2024
Shares 3,052 Value ($000) $763 Avg Close — Range —
Q1 2024
Shares 3,222 Value ($000) $840 Avg Close — Range —
Q4 2023
Shares 3,469 Value ($000) $839 Avg Close — Range —
Q3 2023
Shares 5,792 Value ($000) $1,241 Avg Close — Range —
Q2 2023
Shares 5,792 Value ($000) $1,331 Avg Close — Range —
Q1 2023
Shares 5,970 Value ($000) $1,292 Avg Close — Range —
Q4 2022
Shares 6,210 Value ($000) $1,245 Avg Close — Range —
Q3 2022
Shares 6,440 Value ($000) $1,257 Avg Close — Range —
Q2 2022
Shares 6,479 Value ($000) $1,277 Avg Close — Range —
Q1 2022
Shares 6,784 Value ($000) $1,683 Avg Close — Range —
Q4 2021
Shares 6,779 Value ($000) $1,910 Avg Close — Range —
Q3 2021
Shares 6,924 Value ($000) $1,940 Avg Close — Range —
Q2 2021
Shares 8,456 Value ($000) $2,450 Avg Close — Range —
Q1 2021
Shares 8,377 Value ($000) $2,301 Avg Close — Range —
Q4 2020
Shares 10,962 Value ($000) $2,934 Avg Close — Range —