VANGUARD INDEX FDS

Ticker: VO CUSIP: 922908629 Class: MID CAP ETF

BALANCED WEALTH GROUP LLC's Holding History (CIK: 0002009783)

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

Q4 2025
Shares 911 Value ($000) $267 Avg Close — Range —
Q3 2025
Shares 859 Value ($000) $242 Avg Close — Range —
Q2 2025
Shares 907 Value ($000) $260 Avg Close — Range —
Q1 2025
Shares 1,414 Value ($000) $366 Avg Close — Range —
Q4 2024
Shares 1,577 Value ($000) $435 Avg Close — Range —
Q3 2024
Shares 1,798 Value ($000) $474 Avg Close — Range —
Q2 2024
Shares 2,369 Value ($000) $569 Avg Close — Range —
Q1 2024
Shares 3,113 Value ($000) $764 Avg Close — Range —
Q4 2023
Shares 5,865 Value ($000) $1,364 Avg Close — Range —