VANGUARD INDEX FDS

Ticker: VO CUSIP: 922908629 Class: MID CAP ETF

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 5,992 Value ($000) $1,739 Avg Close Range
Q3 2025
Shares 11,775 Value ($000) $3,459 Avg Close Range
Q2 2025
Shares 12,367 Value ($000) $3,461 Avg Close Range
Q1 2025
Shares 18,888 Value ($000) $4,692 Avg Close Range
Q4 2024
Shares 16,052 Value ($000) $4,240 Avg Close Range
Q3 2024
Shares 16,565 Value ($000) $4,370 Avg Close Range
Q2 2024
Shares 6,950 Value ($000) $1,685 Avg Close Range
Q1 2024
Shares 3,841 Value ($000) $960 Avg Close Range
Q4 2023
Shares 2,123 Value ($000) $494 Avg Close Range