VANGUARD INDEX FDS

Ticker: VO CUSIP: 922908629 Class: MID CAP ETF

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 61,051 Value ($000) $17,718 Avg Close — Range —
Q3 2025
Shares 56,239 Value ($000) $16,520 Avg Close — Range —
Q2 2025
Shares 55,852 Value ($000) $15,629 Avg Close — Range —
Q1 2025
Shares 47,922 Value ($000) $12,394 Avg Close — Range —
Q4 2024
Shares 42,657 Value ($000) $11,267 Avg Close — Range —
Q3 2024
Shares 42,916 Value ($000) $11,323 Avg Close — Range —
Q2 2024
Shares 32,143 Value ($000) $7,782 Avg Close — Range —
Q1 2024
Shares 29,140 Value ($000) $7,281 Avg Close — Range —
Q4 2023
Shares 28,686 Value ($000) $6,673 Avg Close — Range —