VANGUARD INDEX FDS

Ticker: VUG CUSIP: 922908736 Class: GROWTH ETF

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 123,306 Value ($000) $60,156 Avg Close — Range —
Q3 2025
Shares 106,738 Value ($000) $51,193 Avg Close — Range —
Q2 2025
Shares 99,487 Value ($000) $43,615 Avg Close — Range —
Q1 2025
Shares 86,230 Value ($000) $31,976 Avg Close — Range —
Q4 2024
Shares 78,080 Value ($000) $32,047 Avg Close — Range —
Q3 2024
Shares 74,269 Value ($000) $28,514 Avg Close — Range —
Q2 2024
Shares 56,272 Value ($000) $21,046 Avg Close — Range —
Q1 2024
Shares 49,375 Value ($000) $16,995 Avg Close — Range —
Q4 2023
Shares 44,245 Value ($000) $13,755 Avg Close — Range —