VANGUARD INDEX FDS

Ticker: VUG CUSIP: 922908736 Class: GROWTH ETF

Circle Wealth Management, LLC's Holding History (CIK: 0001578242)

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

Q4 2025
Shares 2,752 Value ($000) $1,343 Avg Close Range
Q3 2025
Shares 2,758 Value ($000) $1,323 Avg Close Range
Q2 2025
Shares 2,758 Value ($000) $1,209 Avg Close Range
Q1 2025
Shares 2,758 Value ($000) $1,023 Avg Close Range
Q4 2024
Shares 2,721 Value ($000) $1,117 Avg Close Range
Q3 2024
Shares 2,721 Value ($000) $1,045 Avg Close Range
Q2 2024
Shares 3,321 Value ($000) $1,242 Avg Close Range
Q1 2024
Shares 3,321 Value ($000) $1,143 Avg Close Range
Q4 2023
Shares 3,321 Value ($000) $1,032 Avg Close Range
Q3 2023
Shares 3,346 Value ($000) $911 Avg Close Range
Q2 2023
Shares 3,346 Value ($000) $947 Avg Close Range
Q1 2023
Shares 3,346 Value ($000) $835 Avg Close Range
Q4 2022
Shares 3,346 Value ($000) $713 Avg Close Range
Q3 2022
Shares 3,346 Value ($000) $716 Avg Close Range
Q2 2022
Shares 3,346 Value ($000) $746 Avg Close Range
Q1 2022
Shares 3,346 Value ($000) $962 Avg Close Range
Q4 2021
Shares 3,346 Value ($000) $1,074 Avg Close Range
Q3 2021
Shares 3,346 Value ($000) $971 Avg Close Range
Q2 2021
Shares 3,346 Value ($000) $960 Avg Close Range
Q1 2021
Shares 3,346 Value ($000) $860 Avg Close Range
Q4 2020
Shares 3,342 Value ($000) $847 Avg Close Range
Q3 2020
Shares 2,180 Value ($000) $496 Avg Close Range
Q2 2020
Shares 2,175 Value ($000) $440 Avg Close Range
Q1 2020
Shares 2,170 Value ($000) $340 Avg Close Range
Q4 2019
Shares 2,170 Value ($000) $395 Avg Close Range
Q3 2019
Shares 2,164 Value ($000) $360 Avg Close Range
Q2 2019
Shares 2,154 Value ($000) $352 Avg Close Range
Q1 2019
Shares 2,154 Value ($000) $337 Avg Close Range
Q4 2018
Shares 2,154 Value ($000) $289 Avg Close Range
Q3 2018
Shares 2,147 Value ($000) $346 Avg Close Range