VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

NORTHCAPE WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001902806)

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

Q4 2025
Shares 1,870 Value ($000) $627 Avg Close — Range —
Q3 2025
Shares 1,870 Value ($000) $614 Avg Close — Range —
Q2 2025
Shares 1,870 Value ($000) $568 Avg Close — Range —
Q1 2025
Shares 1,870 Value ($000) $514 Avg Close — Range —
Q4 2024
Shares 1,870 Value ($000) $542 Avg Close — Range —
Q3 2024
Shares 1,700 Value ($000) $481 Avg Close — Range —
Q2 2024
Shares 1,300 Value ($000) $348 Avg Close — Range —
Q1 2024
Shares 800 Value ($000) $208 Avg Close — Range —