VANGUARD INDEX FDS

Ticker: VUG CUSIP: 922908736 Class: GROWTH ETF

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

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

Q4 2025
Shares 98,538 Value ($000) $48,073 Avg Close Range
Q3 2025
Shares 74,804 Value ($000) $35,877 Avg Close Range
Q2 2025
Shares 46,037 Value ($000) $20,183 Avg Close Range
Q1 2025
Shares 26,608 Value ($000) $9,868 Avg Close Range
Q4 2024
Shares 9,771 Value ($000) $4,010 Avg Close Range
Q3 2024
Shares 4,536 Value ($000) $1,742 Avg Close Range
Q2 2024
Shares 1,631 Value ($000) $610 Avg Close Range
Q1 2024
Shares 1,923 Value ($000) $662 Avg Close Range
Q4 2023
Shares 785 Value ($000) $244 Avg Close Range
Q2 2023
Shares 709 Value ($000) $201 Avg Close Range