VANGUARD INDEX FDS

Ticker: VO CUSIP: 922908629 Class: MID CAP ETF

Rooted Wealth Advisors, Inc.'s Holding History (CIK: 0001963732)

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

Q4 2025
Shares 36,498 Value ($000) $10,878 Avg Close — Range —
Q3 2025
Shares 37,664 Value ($000) $11,119 Avg Close — Range —
Q2 2025
Shares 41,038 Value ($000) $11,582 Avg Close — Range —
Q1 2025
Shares 39,779 Value ($000) $9,320 Avg Close — Range —
Q4 2024
Shares 41,165 Value ($000) $11 Avg Close — Range —
Q3 2024
Shares 881 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 10,428 Value ($000) $3 Avg Close — Range —
Q1 2024
Shares 9,600 Value ($000) $2 Avg Close — Range —
Q4 2023
Shares 14,398 Value ($000) $3 Avg Close — Range —
Q3 2023
Shares 12,422 Value ($000) $3 Avg Close — Range —
Q2 2023
Shares 1,968 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 6,604 Value ($000) $1 Avg Close — Range —