VANGUARD INDEX FDS

Ticker: VTV CUSIP: 922908744 Class: VALUE ETF

Cyndeo Wealth Partners, LLC's Holding History (CIK: 0001950947)

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

Q4 2025
Shares 50,468 Value ($000) $9,639 Avg Close Range
Q3 2025
Shares 51,005 Value ($000) $9,512 Avg Close Range
Q2 2025
Shares 50,853 Value ($000) $8,988 Avg Close Range
Q1 2025
Shares 50,890 Value ($000) $8,791 Avg Close Range
Q4 2024
Shares 50,757 Value ($000) $8,593 Avg Close Range
Q3 2024
Shares 48,964 Value ($000) $8,548 Avg Close Range
Q2 2024
Shares 45,272 Value ($000) $7,262 Avg Close Range
Q1 2024
Shares 47,326 Value ($000) $7,708 Avg Close Range
Q4 2023
Shares 52,797 Value ($000) $7,893 Avg Close Range
Q3 2023
Shares 71,989 Value ($000) $9,929 Avg Close Range
Q2 2023
Shares 68,690 Value ($000) $9,761 Avg Close Range
Q1 2023
Shares 66,032 Value ($000) $9,120 Avg Close Range
Q4 2022
Shares 65,869 Value ($000) $9,246 Avg Close Range