VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Beverly Hills Private Wealth, LLC's Holding History (CIK: 0001965710)

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

Q2 2025
Shares 1,832 Value ($000) $557 Avg Close — Range —
Q1 2025
Shares 1,832 Value ($000) $503 Avg Close — Range —
Q4 2024
Shares 1,853 Value ($000) $537 Avg Close — Range —
Q3 2024
Shares 1,853 Value ($000) $525 Avg Close — Range —
Q2 2024
Shares 1,853 Value ($000) $496 Avg Close — Range —
Q1 2024
Shares 1,853 Value ($000) $482 Avg Close — Range —
Q4 2023
Shares 1,853 Value ($000) $440 Avg Close — Range —
Q3 2023
Shares 1,853 Value ($000) $394 Avg Close — Range —
Q2 2023
Shares 1,846 Value ($000) $411 Avg Close — Range —