VANGUARD INDEX FDS

Ticker: VUG CUSIP: 922908736 Class: GROWTH ETF

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 4,641 Value ($000) $2,264 Avg Close Range
Q3 2025
Shares 4,441 Value ($000) $2,130 Avg Close Range
Q2 2025
Shares 3,300 Value ($000) $1,447 Avg Close Range
Q1 2025
Shares 2,710 Value ($000) $1,005 Avg Close Range
Q4 2024
Shares 2,508 Value ($000) $1,029 Avg Close Range
Q3 2024
Shares 1,739 Value ($000) $668 Avg Close Range
Q2 2024
Shares 1,536 Value ($000) $574 Avg Close Range
Q1 2024
Shares 1,061 Value ($000) $365 Avg Close Range