VANGUARD INDEX FDS

Ticker: VTV CUSIP: 922908744 Class: VALUE ETF

Schwallier Wealth Management LLC's Holding History (CIK: 0001934951)

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

Q4 2025
Shares 105,642 Value ($000) $21,102 Avg Close — Range —
Q3 2025
Shares 111,521 Value ($000) $20,798 Avg Close — Range —
Q2 2025
Shares 118,106 Value ($000) $20,874 Avg Close — Range —
Q1 2025
Shares 100,140 Value ($000) $17,298 Avg Close — Range —
Q4 2024
Shares 77,410 Value ($000) $13,106 Avg Close — Range —
Q3 2024
Shares 78,797 Value ($000) $13,756 Avg Close — Range —
Q2 2024
Shares 74,116 Value ($000) $11,889 Avg Close — Range —
Q1 2024
Shares 74,160 Value ($000) $12,078 Avg Close — Range —
Q4 2023
Shares 55,756 Value ($000) $8,336 Avg Close — Range —