VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Perfromance Wealth Partners, LLC's Holding History (CIK: 0001908765)

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

Q4 2025
Shares 4,406 Value ($000) $1,477 Avg Close Range
Q3 2025
Shares 3,555 Value ($000) $1,167 Avg Close Range
Q2 2025
Shares 3,915 Value ($000) $1,190 Avg Close Range
Q1 2025
Shares 4,167 Value ($000) $1,145 Avg Close Range
Q4 2024
Shares 4,163 Value ($000) $1,206 Avg Close Range
Q3 2024
Shares 4,230 Value ($000) $1,198 Avg Close Range
Q2 2024
Shares 3,084 Value ($000) $825 Avg Close Range
Q1 2024
Shares 3,084 Value ($000) $802 Avg Close Range
Q4 2023
Shares 4,246 Value ($000) $1,007 Avg Close Range
Q3 2023
Shares 4,159 Value ($000) $883 Avg Close Range
Q2 2023
Shares 4,434 Value ($000) $977 Avg Close Range
Q1 2023
Shares 3,033 Value ($000) $619 Avg Close Range
Q4 2022
Shares 3,020 Value ($000) $577 Avg Close Range
Q3 2022
Shares 3,173 Value ($000) $570 Avg Close Range
Q2 2022
Shares 2,925 Value ($000) $552 Avg Close Range
Q1 2022
Shares 3,388 Value ($000) $771 Avg Close Range
Q4 2021
Shares 3,468 Value ($000) $837 Avg Close Range