VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Principle Wealth Partners LLC's Holding History (CIK: 0001743413)

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

Q4 2025
Shares 87,327 Value ($000) $29,278 Avg Close Range
Q3 2025
Shares 84,101 Value ($000) $27,599 Avg Close Range
Q2 2025
Shares 84,774 Value ($000) $25,765 Avg Close Range
Q1 2025
Shares 84,814 Value ($000) $23,310 Avg Close Range
Q4 2024
Shares 85,041 Value ($000) $24,646 Avg Close Range
Q3 2024
Shares 85,650 Value ($000) $24,253 Avg Close Range
Q2 2024
Shares 84,238 Value ($000) $22,535 Avg Close Range
Q1 2024
Shares 79,666 Value ($000) $20,705 Avg Close Range
Q4 2023
Shares 78,889 Value ($000) $18,714 Avg Close Range
Q3 2023
Shares 70,713 Value ($000) $15,020 Avg Close Range
Q2 2023
Shares 37,749 Value ($000) $8,315 Avg Close Range
Q1 2023
Shares 37,193 Value ($000) $7,591 Avg Close Range
Q4 2022
Shares 36,747 Value ($000) $7,026 Avg Close Range
Q3 2022
Shares 16,553 Value ($000) $2,971 Avg Close Range
Q2 2022
Shares 12,836 Value ($000) $2,421 Avg Close Range
Q1 2022
Shares 9,135 Value ($000) $2,080 Avg Close Range
Q4 2021
Shares 8,249 Value ($000) $1,992 Avg Close Range
Q3 2021
Shares 9,296 Value ($000) $2,064 Avg Close Range
Q2 2021
Shares 8,868 Value ($000) $1,976 Avg Close Range
Q1 2021
Shares 9,601 Value ($000) $1,985 Avg Close Range
Q4 2020
Shares 9,916 Value ($000) $1,930 Avg Close Range
Q3 2020
Shares 5,816 Value ($000) $991 Avg Close Range
Q2 2020
Shares 6,187 Value ($000) $968 Avg Close Range
Q1 2020
Shares 5,272 Value ($000) $680 Avg Close Range
Q4 2019
Shares 15,673 Value ($000) $2,564 Avg Close Range
Q3 2019
Shares 14,528 Value ($000) $2,194 Avg Close Range
Q2 2019
Shares 12,803 Value ($000) $1,922 Avg Close Range
Q1 2019
Shares 11,758 Value ($000) $1,702 Avg Close Range
Q4 2018
Shares 9,859 Value ($000) $1,258 Avg Close Range