VANGUARD INDEX FDS

Ticker: VUG CUSIP: 922908736 Class: GROWTH ETF

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 13,539 Value ($000) $6,605 Avg Close Range
Q3 2025
Shares 11,329 Value ($000) $5,433 Avg Close Range
Q2 2025
Shares 8,489 Value ($000) $3,722 Avg Close Range
Q1 2025
Shares 8,072 Value ($000) $2,995 Avg Close Range
Q4 2024
Shares 8,137 Value ($000) $3,340 Avg Close Range
Q3 2024
Shares 5,343 Value ($000) $2,050 Avg Close Range
Q2 2024
Shares 3,218 Value ($000) $1,204 Avg Close Range
Q1 2024
Shares 2,933 Value ($000) $1,010 Avg Close Range
Q4 2023
Shares 2,327 Value ($000) $723 Avg Close Range