VANGUARD INDEX FDS

Ticker: VUG CUSIP: 922908736 Class: GROWTH ETF

Morton Capital Management LLC/CA's Holding History (CIK: 0002002628)

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

Q4 2025
Shares 1,487 Value ($000) $725 Avg Close — Range —
Q3 2025
Shares 1,481 Value ($000) $710 Avg Close — Range —
Q2 2025
Shares 1,488 Value ($000) $652 Avg Close — Range —
Q1 2025
Shares 1,497 Value ($000) $555 Avg Close — Range —
Q4 2024
Shares 1,517 Value ($000) $623 Avg Close — Range —
Q3 2024
Shares 1,517 Value ($000) $582 Avg Close — Range —
Q2 2024
Shares 1,517 Value ($000) $567 Avg Close — Range —
Q1 2024
Shares 1,517 Value ($000) $522 Avg Close — Range —
Q4 2023
Shares 1,732 Value ($000) $538 Avg Close — Range —
Q3 2023
Shares 1,599 Value ($000) $435 Avg Close — Range —
Q2 2023
Shares 1,599 Value ($000) $452 Avg Close — Range —
Q1 2023
Shares 1,613 Value ($000) $402 Avg Close — Range —
Q4 2022
Shares 1,572 Value ($000) $335 Avg Close — Range —
Q3 2022
Shares 1,665 Value ($000) $356 Avg Close — Range —
Q2 2022
Shares 1,836 Value ($000) $409 Avg Close — Range —
Q1 2022
Shares 1,850 Value ($000) $532 Avg Close — Range —
Q4 2021
Shares 1,850 Value ($000) $594 Avg Close — Range —