VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Curated Wealth Partners LLC's Holding History (CIK: 0001781284)

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

Q4 2025
Shares 4,313 Value ($000) $1,446 Avg Close — Range —
Q3 2025
Shares 4,308 Value ($000) $1,414 Avg Close — Range —
Q2 2025
Shares 4,188 Value ($000) $1,273 Avg Close — Range —
Q1 2025
Shares 3,788 Value ($000) $1,041 Avg Close — Range —
Q4 2024
Shares 3,774 Value ($000) $1,094 Avg Close — Range —
Q3 2024
Shares 2,422 Value ($000) $686 Avg Close — Range —
Q2 2024
Shares 2,842 Value ($000) $760 Avg Close — Range —
Q4 2023
Shares 2,552 Value ($000) $605 Avg Close — Range —
Q3 2023
Shares 3,002 Value ($000) $638 Avg Close — Range —
Q2 2023
Shares 3,002 Value ($000) $661 Avg Close — Range —
Q1 2023
Shares 3,002 Value ($000) $613 Avg Close — Range —
Q4 2022
Shares 3,102 Value ($000) $593 Avg Close — Range —
Q3 2022
Shares 3,102 Value ($000) $556 Avg Close — Range —
Q2 2022
Shares 4,117 Value ($000) $776 Avg Close — Range —