VANGUARD INDEX FDS

Ticker: VO CUSIP: 922908629 Class: MID CAP ETF

IMA Wealth, Inc.'s Holding History (CIK: 0001455495)

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

Q4 2025
Shares 88 Value ($000) $26 Avg Close — Range —
Q3 2025
Shares 88 Value ($000) $26 Avg Close — Range —
Q2 2025
Shares 88 Value ($000) $25 Avg Close — Range —
Q1 2025
Shares 49 Value ($000) $13 Avg Close — Range —
Q2 2021
Shares 39 Value ($000) $9 Avg Close — Range —
Q1 2021
Shares 256 Value ($000) $57 Avg Close — Range —
Q1 2019
Shares 36 Value ($000) $6 Avg Close — Range —