VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's Holding History (CIK: 0001794153)

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

Q4 2025
Shares 2,065 Value ($000) $693 Avg Close — Range —
Q3 2025
Shares 2,203 Value ($000) $723 Avg Close — Range —
Q2 2025
Shares 2,203 Value ($000) $670 Avg Close — Range —
Q1 2025
Shares 2,268 Value ($000) $624 Avg Close — Range —
Q4 2024
Shares 2,268 Value ($000) $658 Avg Close — Range —
Q3 2024
Shares 2,268 Value ($000) $642 Avg Close — Range —
Q2 2024
Shares 2,989 Value ($000) $800 Avg Close — Range —
Q1 2024
Shares 1,747 Value ($000) $454 Avg Close — Range —
Q4 2023
Shares 1,747 Value ($000) $415 Avg Close — Range —
Q3 2023
Shares 1,767 Value ($000) $376 Avg Close — Range —
Q2 2023
Shares 1,767 Value ($000) $389 Avg Close — Range —
Q1 2023
Shares 1,767 Value ($000) $361 Avg Close — Range —
Q4 2022
Shares 1,768 Value ($000) $338 Avg Close — Range —
Q3 2022
Shares 1,661 Value ($000) $298 Avg Close — Range —
Q2 2022
Shares 1,345 Value ($000) $254 Avg Close — Range —
Q1 2022
Shares 1,345 Value ($000) $306 Avg Close — Range —