VANGUARD INDEX FDS

Ticker: VO CUSIP: 922908629 Class: MID CAP ETF

Sonoma Private Wealth LLC's Holding History (CIK: 0001965757)

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

Q4 2025
Shares 1,167 Value ($000) $339 Avg Close — Range —
Q3 2025
Shares 1,142 Value ($000) $335 Avg Close — Range —
Q2 2025
Shares 1,045 Value ($000) $292 Avg Close — Range —
Q1 2025
Shares 1,045 Value ($000) $270 Avg Close — Range —
Q4 2024
Shares 2,547 Value ($000) $673 Avg Close — Range —
Q3 2024
Shares 2,575 Value ($000) $679 Avg Close — Range —
Q2 2024
Shares 2,739 Value ($000) $663 Avg Close — Range —
Q1 2024
Shares 2,616 Value ($000) $654 Avg Close — Range —
Q4 2023
Shares 2,640 Value ($000) $614 Avg Close — Range —
Q3 2023
Shares 3,166 Value ($000) $659 Avg Close — Range —
Q2 2023
Shares 2,633 Value ($000) $580 Avg Close — Range —
Q1 2023
Shares 2,052 Value ($000) $433 Avg Close — Range —