VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Evergreen Wealth Management, LLC's Holding History (CIK: 0001965292)

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

Q4 2025
Shares 31,494 Value ($000) $10,559 Avg Close Range
Q3 2025
Shares 38,051 Value ($000) $12,487 Avg Close Range
Q2 2025
Shares 37,566 Value ($000) $11,418 Avg Close Range
Q1 2025
Shares 41,193 Value ($000) $11,322 Avg Close Range
Q4 2024
Shares 35,759 Value ($000) $10,363 Avg Close Range
Q3 2024
Shares 29,778 Value ($000) $8,432 Avg Close Range
Q2 2024
Shares 25,205 Value ($000) $6,743 Avg Close Range
Q1 2024
Shares 25,202 Value ($000) $6,550 Avg Close Range
Q4 2023
Shares 25,202 Value ($000) $5,978 Avg Close Range
Q3 2023
Shares 23,812 Value ($000) $5,058 Avg Close Range
Q2 2023
Shares 25,679 Value ($000) $5,657 Avg Close Range
Q1 2023
Shares 19,591 Value ($000) $3,999 Avg Close Range
Q4 2022
Shares 16,580 Value ($000) $3,170 Avg Close Range