VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

DEFINED WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001849518)

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

Q4 2025
Shares 3,818 Value ($000) $1,280 Avg Close — Range —
Q3 2025
Shares 3,818 Value ($000) $1,253 Avg Close — Range —
Q2 2025
Shares 3,818 Value ($000) $1,161 Avg Close — Range —
Q1 2025
Shares 4,198 Value ($000) $1,154 Avg Close — Range —
Q4 2024
Shares 4,198 Value ($000) $1,217 Avg Close — Range —
Q3 2024
Shares 4,238 Value ($000) $1,200 Avg Close — Range —
Q2 2024
Shares 4,238 Value ($000) $1,134 Avg Close — Range —
Q1 2024
Shares 4,264 Value ($000) $1,108 Avg Close — Range —
Q4 2023
Shares 4,244 Value ($000) $1,007 Avg Close — Range —
Q3 2023
Shares 4,445 Value ($000) $944 Avg Close — Range —
Q2 2023
Shares 4,399 Value ($000) $969 Avg Close — Range —
Q1 2023
Shares 2,923 Value ($000) $597 Avg Close — Range —
Q4 2022
Shares 2,722 Value ($000) $520 Avg Close — Range —
Q3 2022
Shares 2,623 Value ($000) $471 Avg Close — Range —
Q2 2022
Shares 2,206 Value ($000) $416 Avg Close — Range —
Q1 2022
Shares 1,974 Value ($000) $449 Avg Close — Range —
Q4 2021
Shares 1,568 Value ($000) $379 Avg Close — Range —
Q3 2021
Shares 1,553 Value ($000) $345 Avg Close — Range —
Q2 2021
Shares 1,502 Value ($000) $335 Avg Close — Range —
Q1 2021
Shares 1,252 Value ($000) $259 Avg Close — Range —
Q4 2020
Shares 1,230 Value ($000) $239 Avg Close — Range —