VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 30,100 Value ($000) $10,092 Avg Close — Range —
Q3 2025
Shares 32,949 Value ($000) $10,813 Avg Close — Range —
Q2 2025
Shares 32,888 Value ($000) $9,996 Avg Close — Range —
Q1 2025
Shares 25,638 Value ($000) $7,046 Avg Close — Range —
Q4 2024
Shares 26,334 Value ($000) $7,632 Avg Close — Range —
Q3 2024
Shares 27,333 Value ($000) $7,740 Avg Close — Range —
Q2 2024
Shares 27,341 Value ($000) $7,314 Avg Close — Range —
Q1 2024
Shares 29,184 Value ($000) $7,585 Avg Close — Range —
Q4 2023
Shares 29,199 Value ($000) $6,927 Avg Close — Range —
Q3 2023
Shares 30,036 Value ($000) $6,380 Avg Close — Range —
Q2 2023
Shares 30,418 Value ($000) $6,701 Avg Close — Range —
Q1 2023
Shares 30,254 Value ($000) $6,175 Avg Close — Range —
Q4 2022
Shares 30,270 Value ($000) $5,787 Avg Close — Range —
Q3 2022
Shares 31,266 Value ($000) $5,611 Avg Close — Range —
Q2 2022
Shares 21,873 Value ($000) $4,126 Avg Close — Range —
Q1 2022
Shares 22,030 Value ($000) $5,016 Avg Close — Range —
Q4 2021
Shares 22,566 Value ($000) $5,448 Avg Close — Range —