VANGUARD INDEX FDS

Ticker: VO CUSIP: 922908629 Class: MID CAP ETF

Focus Partners Wealth's Holding History (CIK: 0001542153)

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

Q4 2025
Shares 192,490 Value ($000) $55,871 Avg Close Range
Q3 2025
Shares 156,974 Value ($000) $46,115 Avg Close Range
Q2 2025
Shares 158,115 Value ($000) $44,257 Avg Close Range
Q1 2025
Shares 140,695 Value ($000) $36,387 Avg Close Range
Q4 2024
Shares 83,229 Value ($000) $32,049 Avg Close Range
Q3 2024
Shares 603,854 Value ($000) $52,873 Avg Close Range
Q2 2024
Shares 63,756 Value ($000) $15 Avg Close Range
Q1 2024
Shares 20,980 Value ($000) $5 Avg Close Range
Q4 2023
Shares 21,763 Value ($000) $5 Avg Close Range