VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

BAKER TILLY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001840565)

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

Q4 2025
Shares 2,515 Value ($000) $843 Avg Close — Range —
Q3 2025
Shares 2,186 Value ($000) $717 Avg Close — Range —
Q2 2025
Shares 2,186 Value ($000) $664 Avg Close — Range —
Q1 2025
Shares 1,905 Value ($000) $524 Avg Close — Range —
Q4 2024
Shares 1,923 Value ($000) $557 Avg Close — Range —
Q3 2024
Shares 2,050 Value ($000) $580 Avg Close — Range —
Q2 2024
Shares 1,774 Value ($000) $475 Avg Close — Range —
Q1 2024
Shares 1,929 Value ($000) $501 Avg Close — Range —
Q4 2023
Shares 1,260 Value ($000) $299 Avg Close — Range —
Q3 2023
Shares 4,370 Value ($000) $928 Avg Close — Range —
Q2 2023
Shares 4,967 Value ($000) $1,094 Avg Close — Range —
Q1 2023
Shares 5,531 Value ($000) $1,129 Avg Close — Range —
Q4 2022
Shares 4,976 Value ($000) $951 Avg Close — Range —
Q3 2022
Shares 6,460 Value ($000) $1,159 Avg Close — Range —
Q2 2022
Shares 3,851 Value ($000) $726 Avg Close — Range —
Q4 2021
Shares 4,443 Value ($000) $1,073 Avg Close — Range —
Q3 2021
Shares 3,465 Value ($000) $769 Avg Close — Range —
Q2 2021
Shares 4,111 Value ($000) $916 Avg Close — Range —
Q1 2021
Shares 3,505 Value ($000) $724 Avg Close — Range —