VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

One Charles Private Wealth Services, LLC's Holding History (CIK: 0001800938)

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

Q4 2025
Shares 5,656 Value ($000) $1,896 Avg Close Range
Q3 2025
Shares 10,070 Value ($000) $3,305 Avg Close Range
Q2 2025
Shares 10,088 Value ($000) $3,066 Avg Close Range
Q1 2025
Shares 10,214 Value ($000) $2,807 Avg Close Range
Q4 2024
Shares 9,869 Value ($000) $2,860 Avg Close Range
Q3 2024
Shares 9,599 Value ($000) $2,718 Avg Close Range
Q2 2024
Shares 9,649 Value ($000) $2,581 Avg Close Range
Q1 2024
Shares 9,692 Value ($000) $2,519 Avg Close Range
Q4 2023
Shares 9,692 Value ($000) $2,299 Avg Close Range
Q3 2023
Shares 9,371 Value ($000) $1,991 Avg Close Range
Q2 2023
Shares 9,211 Value ($000) $2,029 Avg Close Range
Q1 2023
Shares 8,638 Value ($000) $1,763 Avg Close Range
Q4 2022
Shares 8,804 Value ($000) $1,683 Avg Close Range
Q3 2022
Shares 8,804 Value ($000) $1,580 Avg Close Range
Q2 2022
Shares 8,787 Value ($000) $1,667 Avg Close Range
Q1 2022
Shares 9,367 Value ($000) $2,133 Avg Close Range
Q4 2021
Shares 5,506 Value ($000) $1,329 Avg Close Range
Q3 2021
Shares 5,683 Value ($000) $1,262 Avg Close Range
Q2 2021
Shares 5,683 Value ($000) $1,266 Avg Close Range
Q2 2020
Shares 6,442 Value ($000) $1,097 Avg Close Range