VANGUARD INDEX FDS

Ticker: VB CUSIP: 922908751 Class: Exchange Traded Fund

DEFINED WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001849518)

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

Q4 2025
Shares 5,335 Value ($000) $1,376 Avg Close Range
Q3 2025
Shares 5,437 Value ($000) $1,383 Avg Close Range
Q2 2025
Shares 5,454 Value ($000) $1,292 Avg Close Range
Q1 2025
Shares 5,398 Value ($000) $1,197 Avg Close Range
Q4 2024
Shares 5,510 Value ($000) $1,324 Avg Close Range
Q3 2024
Shares 5,534 Value ($000) $1,313 Avg Close Range
Q2 2024
Shares 5,551 Value ($000) $1,210 Avg Close Range
Q1 2024
Shares 5,530 Value ($000) $1,264 Avg Close Range
Q4 2023
Shares 5,519 Value ($000) $1,177 Avg Close Range
Q3 2023
Shares 5,476 Value ($000) $1,035 Avg Close Range
Q2 2023
Shares 5,377 Value ($000) $1,069 Avg Close Range
Q1 2023
Shares 4,948 Value ($000) $938 Avg Close Range
Q4 2022
Shares 5,014 Value ($000) $920 Avg Close Range
Q3 2022
Shares 5,645 Value ($000) $965 Avg Close Range
Q2 2022
Shares 5,507 Value ($000) $970 Avg Close Range
Q1 2022
Shares 5,679 Value ($000) $1,207 Avg Close Range
Q4 2021
Shares 8,722 Value ($000) $1,971 Avg Close Range
Q3 2021
Shares 8,523 Value ($000) $1,864 Avg Close Range
Q2 2021
Shares 8,485 Value ($000) $1,912 Avg Close Range
Q1 2021
Shares 8,455 Value ($000) $1,810 Avg Close Range
Q4 2020
Shares 4,602 Value ($000) $896 Avg Close Range