VANGUARD INDEX FDS

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

Perfromance Wealth Partners, LLC's Holding History (CIK: 0001908765)

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

Q4 2025
Shares 35,244 Value ($000) $10,648 Avg Close Range
Q3 2025
Shares 37,161 Value ($000) $11,060 Avg Close Range
Q2 2025
Shares 37,913 Value ($000) $10,500 Avg Close Range
Q1 2025
Shares 39,178 Value ($000) $9,864 Avg Close Range
Q4 2024
Shares 42,333 Value ($000) $11,856 Avg Close Range
Q3 2024
Shares 44,314 Value ($000) $11,848 Avg Close Range
Q2 2024
Shares 48,556 Value ($000) $12,145 Avg Close Range
Q1 2024
Shares 59,158 Value ($000) $15,424 Avg Close Range
Q4 2023
Shares 135,994 Value ($000) $32,879 Avg Close Range
Q3 2023
Shares 145,193 Value ($000) $31,097 Avg Close Range
Q2 2023
Shares 150,075 Value ($000) $34,189 Avg Close Range
Q1 2023
Shares 155,602 Value ($000) $33,674 Avg Close Range
Q4 2022
Shares 161,986 Value ($000) $32,485 Avg Close Range
Q3 2022
Shares 164,687 Value ($000) $32,135 Avg Close Range
Q2 2022
Shares 164,545 Value ($000) $32,420 Avg Close Range
Q1 2022
Shares 166,555 Value ($000) $41,327 Avg Close Range
Q4 2021
Shares 170,023 Value ($000) $47,911 Avg Close Range