VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 17,518 Value ($000) $5,873 Avg Close — Range —
Q3 2025
Shares 17,154 Value ($000) $5,629 Avg Close — Range —
Q2 2025
Shares 16,539 Value ($000) $5,027 Avg Close — Range —
Q1 2025
Shares 16,845 Value ($000) $4,630 Avg Close — Range —
Q4 2024
Shares 15,814 Value ($000) $4,583 Avg Close — Range —
Q3 2024
Shares 15,685 Value ($000) $4,441 Avg Close — Range —
Q2 2024
Shares 14,775 Value ($000) $3,953 Avg Close — Range —
Q1 2024
Shares 13,822 Value ($000) $3,592 Avg Close — Range —
Q4 2023
Shares 11,845 Value ($000) $2,810 Avg Close — Range —
Q3 2023
Shares 10,704 Value ($000) $2,274 Avg Close — Range —
Q2 2023
Shares 9,184 Value ($000) $2,023 Avg Close — Range —
Q1 2023
Shares 7,941 Value ($000) $1,621 Avg Close — Range —
Q4 2022
Shares 7,808 Value ($000) $1,493 Avg Close — Range —
Q3 2022
Shares 8,348 Value ($000) $1,498 Avg Close — Range —
Q2 2022
Shares 8,519 Value ($000) $1,607 Avg Close — Range —
Q1 2022
Shares 8,954 Value ($000) $2,038 Avg Close — Range —
Q4 2021
Shares 9,420 Value ($000) $2,274 Avg Close — Range —
Q3 2021
Shares 8,497 Value ($000) $1,887 Avg Close — Range —
Q2 2021
Shares 8,048 Value ($000) $1,793 Avg Close — Range —
Q1 2021
Shares 5,491 Value ($000) $1,135 Avg Close — Range —