VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

IMA Wealth, Inc.'s Holding History (CIK: 0001455495)

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

Q4 2025
Shares 20,397 Value ($000) $6,839 Avg Close — Range —
Q3 2025
Shares 19,444 Value ($000) $6,381 Avg Close — Range —
Q2 2025
Shares 19,379 Value ($000) $5,890 Avg Close — Range —
Q1 2025
Shares 18,481 Value ($000) $5,080 Avg Close — Range —
Q4 2024
Shares 18,878 Value ($000) $5,471 Avg Close — Range —
Q2 2019
Shares 172 Value ($000) $26 Avg Close — Range —
Q1 2019
Shares 172 Value ($000) $25 Avg Close — Range —