VANGUARD INDEX FDS

Ticker: VO CUSIP: 922908629 Class: MID CAP ETF

DEFINED WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001849518)

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

Q4 2025
Shares 8,216 Value ($000) $2,385 Avg Close Range
Q3 2025
Shares 8,343 Value ($000) $2,451 Avg Close Range
Q2 2025
Shares 8,402 Value ($000) $2,351 Avg Close Range
Q1 2025
Shares 8,419 Value ($000) $2,177 Avg Close Range
Q4 2024
Shares 8,612 Value ($000) $2,275 Avg Close Range
Q3 2024
Shares 8,653 Value ($000) $2,283 Avg Close Range
Q2 2024
Shares 8,616 Value ($000) $2,086 Avg Close Range
Q1 2024
Shares 8,650 Value ($000) $2,161 Avg Close Range
Q4 2023
Shares 8,662 Value ($000) $2,015 Avg Close Range
Q3 2023
Shares 8,682 Value ($000) $1,808 Avg Close Range
Q2 2023
Shares 8,502 Value ($000) $1,872 Avg Close Range
Q1 2023
Shares 7,853 Value ($000) $1,656 Avg Close Range
Q4 2022
Shares 7,639 Value ($000) $1,557 Avg Close Range
Q3 2022
Shares 8,682 Value ($000) $1,632 Avg Close Range
Q2 2022
Shares 8,421 Value ($000) $1,659 Avg Close Range
Q1 2022
Shares 8,566 Value ($000) $2,037 Avg Close Range
Q4 2021
Shares 11,004 Value ($000) $2,804 Avg Close Range
Q3 2021
Shares 10,635 Value ($000) $2,518 Avg Close Range
Q2 2021
Shares 10,635 Value ($000) $2,524 Avg Close Range
Q1 2021
Shares 10,603 Value ($000) $2,347 Avg Close Range
Q4 2020
Shares 8,227 Value ($000) $1,701 Avg Close Range