VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Core Wealth Advisors, Inc.'s Holding History (CIK: 0001770532)

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

Q4 2025
Shares 727 Value ($000) $244 Avg Close — Range —
Q3 2025
Shares 727 Value ($000) $239 Avg Close — Range —
Q2 2025
Shares 818 Value ($000) $249 Avg Close — Range —
Q1 2024
Shares 704 Value ($000) $183 Avg Close — Range —
Q4 2023
Shares 717 Value ($000) $170 Avg Close — Range —
Q3 2023
Shares 717 Value ($000) $152 Avg Close — Range —
Q2 2023
Shares 857 Value ($000) $189 Avg Close — Range —
Q1 2023
Shares 953 Value ($000) $195 Avg Close — Range —
Q4 2022
Shares 1,000 Value ($000) $191 Avg Close — Range —
Q3 2022
Shares 1,000 Value ($000) $179 Avg Close — Range —
Q1 2020
Shares 16 Value ($000) $2 Avg Close — Range —
Q4 2019
Shares 23 Value ($000) $4 Avg Close — Range —