VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Sovereign Financial Group, Inc.'s Holding History (CIK: 0001846175)

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

Q4 2025
Shares 5,800 Value ($000) $1,945 Avg Close — Range —
Q3 2025
Shares 5,824 Value ($000) $1,911 Avg Close — Range —
Q2 2025
Shares 2,959 Value ($000) $899 Avg Close — Range —
Q1 2025
Shares 2,433 Value ($000) $669 Avg Close — Range —
Q4 2024
Shares 3,183 Value ($000) $923 Avg Close — Range —
Q3 2024
Shares 2,315 Value ($000) $655 Avg Close — Range —
Q2 2024
Shares 2,290 Value ($000) $613 Avg Close — Range —
Q1 2024
Shares 3,524 Value ($000) $916 Avg Close — Range —
Q4 2023
Shares 2,070 Value ($000) $491 Avg Close — Range —
Q3 2023
Shares 2,040 Value ($000) $433 Avg Close — Range —
Q2 2023
Shares 2,034 Value ($000) $448 Avg Close — Range —
Q1 2023
Shares 1,846 Value ($000) $377 Avg Close — Range —
Q4 2022
Shares 2,242 Value ($000) $429 Avg Close — Range —
Q3 2022
Shares 1,887 Value ($000) $339 Avg Close — Range —
Q2 2022
Shares 1,887 Value ($000) $356 Avg Close — Range —
Q1 2022
Shares 1,887 Value ($000) $430 Avg Close — Range —
Q4 2021
Shares 1,714 Value ($000) $414 Avg Close — Range —
Q3 2021
Shares 1,657 Value ($000) $368 Avg Close — Range —
Q2 2021
Shares 1,802 Value ($000) $372 Avg Close — Range —
Q1 2021
Shares 1,802 Value ($000) $372 Avg Close — Range —
Q4 2020
Shares 1,616 Value ($000) $315 Avg Close — Range —