VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

AllGen Financial Advisors, Inc.'s Holding History (CIK: 0001964809)

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

Q4 2025
Shares 269,236 Value ($000) $90,267 Avg Close — Range —
Q3 2025
Shares 266,758 Value ($000) $87,542 Avg Close — Range —
Q2 2025
Shares 259,640 Value ($000) $78,912 Avg Close — Range —
Q1 2025
Shares 168,071 Value ($000) $46,193 Avg Close — Range —
Q4 2024
Shares 103,270 Value ($000) $29,929 Avg Close — Range —
Q3 2024
Shares 81,384 Value ($000) $23,045 Avg Close — Range —
Q2 2024
Shares 11,847 Value ($000) $3,169 Avg Close — Range —