VANGUARD INDEX FDS

Ticker: VUG CUSIP: 922908736 Class: GROWTH ETF

Perfromance Wealth Partners, LLC's Holding History (CIK: 0001908765)

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

Q4 2025
Shares 1,279,517 Value ($000) $624,225 Avg Close — Range —
Q3 2025
Shares 1,290,666 Value ($000) $619,016 Avg Close — Range —
Q2 2025
Shares 1,290,691 Value ($000) $565,839 Avg Close — Range —
Q1 2025
Shares 1,292,614 Value ($000) $479,327 Avg Close — Range —
Q4 2024
Shares 1,287,018 Value ($000) $528,244 Avg Close — Range —
Q3 2024
Shares 1,279,020 Value ($000) $491,054 Avg Close — Range —
Q2 2024
Shares 1,265,164 Value ($000) $473,184 Avg Close — Range —
Q1 2024
Shares 1,233,834 Value ($000) $424,686 Avg Close — Range —
Q4 2023
Shares 1,174,608 Value ($000) $365,162 Avg Close — Range —
Q3 2023
Shares 1,110,277 Value ($000) $302,340 Avg Close — Range —
Q2 2023
Shares 1,078,815 Value ($000) $305,434 Avg Close — Range —
Q1 2023
Shares 1,079,073 Value ($000) $269,164 Avg Close — Range —
Q4 2022
Shares 1,054,270 Value ($000) $224,675 Avg Close — Range —
Q3 2022
Shares 1,068,654 Value ($000) $228,639 Avg Close — Range —
Q2 2022
Shares 1,000,902 Value ($000) $223,091 Avg Close — Range —
Q1 2022
Shares 994,491 Value ($000) $286,016 Avg Close — Range —
Q4 2021
Shares 992,973 Value ($000) $318,645 Avg Close — Range —