VANGUARD INDEX FDS

Ticker: VO CUSIP: 922908629 Class: MID CAP ETF

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

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

Q4 2025
Shares 76,269 Value ($000) $22,135 Avg Close — Range —
Q3 2025
Shares 109,472 Value ($000) $32,156 Avg Close — Range —
Q2 2025
Shares 105,452 Value ($000) $29,509 Avg Close — Range —
Q1 2025
Shares 108,210 Value ($000) $27,985 Avg Close — Range —
Q4 2024
Shares 104,149 Value ($000) $27,509 Avg Close — Range —
Q3 2024
Shares 102,061 Value ($000) $26,927 Avg Close — Range —
Q2 2024
Shares 88,773 Value ($000) $21,492 Avg Close — Range —
Q1 2024
Shares 78,548 Value ($000) $19,631 Avg Close — Range —
Q4 2023
Shares 77,603 Value ($000) $18,053 Avg Close — Range —
Q3 2023
Shares 78,174 Value ($000) $16,279 Avg Close — Range —
Q2 2023
Shares 84,891 Value ($000) $18,690 Avg Close — Range —
Q1 2023
Shares 61,706 Value ($000) $13 Avg Close — Range —
Q4 2022
Shares 38,675 Value ($000) $8 Avg Close — Range —
Q3 2022
Shares 54,839 Value ($000) $10,309 Avg Close — Range —
Q2 2022
Shares 47,556 Value ($000) $9,367 Avg Close — Range —
Q1 2022
Shares 33,526 Value ($000) $7,974 Avg Close — Range —
Q4 2021
Shares 30,865 Value ($000) $7,864 Avg Close — Range —
Q3 2021
Shares 31,827 Value ($000) $7,535 Avg Close — Range —
Q2 2021
Shares 29,935 Value ($000) $7,105 Avg Close — Range —
Q1 2021
Shares 24,869 Value ($000) $5,504 Avg Close — Range —
Q4 2020
Shares 17,187 Value ($000) $3,554 Avg Close — Range —
Q3 2020
Shares 15,679 Value ($000) $2,764 Avg Close — Range —
Q2 2020
Shares 9,958 Value ($000) $1,632 Avg Close — Range —
Q1 2020
Shares 9,126 Value ($000) $1,201 Avg Close — Range —
Q4 2019
Shares 6,520 Value ($000) $1,162 Avg Close — Range —
Q3 2019
Shares 6,565 Value ($000) $1,100 Avg Close — Range —
Q2 2019
Shares 5,723 Value ($000) $958 Avg Close — Range —
Q1 2019
Shares 4,097 Value ($000) $659 Avg Close — Range —
Q4 2018
Shares 3,473 Value ($000) $480 Avg Close — Range —
Q3 2018
Shares 2,763 Value ($000) $453 Avg Close — Range —
Q2 2018
Shares 19,314 Value ($000) $2,416 Avg Close — Range —
Q1 2018
Shares 2,711 Value ($000) $409 Avg Close — Range —
Q4 2017
Shares 2,323 Value ($000) $369 Avg Close — Range —