VANGUARD INDEX FDS

Ticker: VB CUSIP: 922908751 Class: Exchange Traded Fund

BALANCED WEALTH GROUP LLC's Holding History (CIK: 0002009783)

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

Q4 2025
Shares 20,336 Value ($000) $5,185 Avg Close — Range —
Q3 2025
Shares 20,274 Value ($000) $4,854 Avg Close — Range —
Q2 2025
Shares 20,285 Value ($000) $4,900 Avg Close — Range —
Q1 2025
Shares 20,451 Value ($000) $4,535 Avg Close — Range —
Q4 2024
Shares 20,376 Value ($000) $5,087 Avg Close — Range —
Q3 2024
Shares 20,326 Value ($000) $4,822 Avg Close — Range —
Q2 2024
Shares 20,408 Value ($000) $4,415 Avg Close — Range —
Q1 2024
Shares 20,791 Value ($000) $4,645 Avg Close — Range —
Q4 2023
Shares 18,991 Value ($000) $4,051 Avg Close — Range —