VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Concord Wealth Partners's Holding History (CIK: 0001814214)

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

Q4 2025
Shares 5,405 Value ($000) $1,812 Avg Close — Range —
Q3 2025
Shares 5,626 Value ($000) $1,846 Avg Close — Range —
Q2 2025
Shares 5,518 Value ($000) $1,677 Avg Close — Range —
Q1 2025
Shares 5,590 Value ($000) $1,536 Avg Close — Range —
Q4 2024
Shares 5,794 Value ($000) $1,679 Avg Close — Range —
Q3 2024
Shares 5,692 Value ($000) $1,612 Avg Close — Range —
Q2 2024
Shares 5,977 Value ($000) $1,599 Avg Close — Range —
Q1 2024
Shares 6,050 Value ($000) $1,572 Avg Close — Range —
Q4 2023
Shares 6,043 Value ($000) $1,433 Avg Close — Range —
Q3 2023
Shares 6,265 Value ($000) $1,331 Avg Close — Range —
Q2 2023
Shares 6,159 Value ($000) $1,357 Avg Close — Range —
Q1 2023
Shares 6,556 Value ($000) $1,338 Avg Close — Range —
Q4 2022
Shares 7,702 Value ($000) $1,473 Avg Close — Range —
Q3 2022
Shares 7,708 Value ($000) $1,383 Avg Close — Range —
Q2 2022
Shares 6,822 Value ($000) $1,287 Avg Close — Range —
Q1 2022
Shares 5,613 Value ($000) $1,278 Avg Close — Range —
Q4 2021
Shares 5,773 Value ($000) $1,394 Avg Close — Range —
Q3 2021
Shares 154 Value ($000) $34 Avg Close — Range —
Q2 2021
Shares 159 Value ($000) $35 Avg Close — Range —
Q1 2021
Shares 162 Value ($000) $33 Avg Close — Range —
Q4 2020
Shares 439 Value ($000) $85 Avg Close — Range —