VANGUARD INDEX FDS

Ticker: VUG CUSIP: 922908736 Class: GROWTH ETF

Curated Wealth Partners LLC's Holding History (CIK: 0001781284)

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

Q4 2025
Shares 1,438 Value ($000) $702 Avg Close — Range —
Q3 2025
Shares 1,438 Value ($000) $690 Avg Close — Range —
Q2 2025
Shares 1,438 Value ($000) $630 Avg Close — Range —
Q1 2025
Shares 1,438 Value ($000) $533 Avg Close — Range —
Q4 2024
Shares 1,198 Value ($000) $492 Avg Close — Range —
Q3 2024
Shares 846 Value ($000) $325 Avg Close — Range —
Q2 2024
Shares 809 Value ($000) $303 Avg Close — Range —
Q4 2023
Shares 809 Value ($000) $252 Avg Close — Range —
Q3 2023
Shares 809 Value ($000) $220 Avg Close — Range —
Q2 2023
Shares 809 Value ($000) $229 Avg Close — Range —
Q1 2023
Shares 809 Value ($000) $202 Avg Close — Range —