VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Oakwell Private Wealth Management, LLC's Holding History (CIK: 0001844024)

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

Q4 2025
Shares 540,662 Value ($000) $181,268 Avg Close Range
Q3 2025
Shares 516,621 Value ($000) $169,540 Avg Close Range
Q2 2025
Shares 494,910 Value ($000) $150,418 Avg Close Range
Q1 2025
Shares 441,731 Value ($000) $121,405 Avg Close Range
Q4 2024
Shares 421,897 Value ($000) $122,270 Avg Close Range
Q3 2024
Shares 393,193 Value ($000) $111,337 Avg Close Range
Q2 2024
Shares 424,590 Value ($000) $113,582 Avg Close Range
Q1 2024
Shares 401,512 Value ($000) $104,353 Avg Close Range
Q4 2023
Shares 368,805 Value ($000) $87,488 Avg Close Range
Q3 2023
Shares 339,044 Value ($000) $72,016 Avg Close Range
Q2 2023
Shares 321,702 Value ($000) $70,865 Avg Close Range
Q1 2023
Shares 283,156 Value ($000) $57,792 Avg Close Range
Q4 2022
Shares 274,157 Value ($000) $52,416 Avg Close Range
Q3 2022
Shares 260,924 Value ($000) $46,828 Avg Close Range
Q2 2022
Shares 266,696 Value ($000) $50,304 Avg Close Range
Q1 2022
Shares 251,599 Value ($000) $57,282 Avg Close Range
Q4 2021
Shares 238,701 Value ($000) $57,632 Avg Close Range
Q3 2021
Shares 229,345 Value ($000) $50,928 Avg Close Range
Q2 2021
Shares 135,224 Value ($000) $30,131 Avg Close Range
Q1 2021
Shares 107,494 Value ($000) $22,218 Avg Close Range
Q4 2020
Shares 99,071 Value ($000) $19,283 Avg Close Range