VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Sonoma Private Wealth LLC's Holding History (CIK: 0001965757)

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

Q4 2025
Shares 2,187 Value ($000) $733 Avg Close — Range —
Q3 2025
Shares 2,187 Value ($000) $718 Avg Close — Range —
Q2 2025
Shares 2,187 Value ($000) $665 Avg Close — Range —
Q1 2025
Shares 2,187 Value ($000) $601 Avg Close — Range —
Q4 2024
Shares 2,187 Value ($000) $634 Avg Close — Range —
Q3 2024
Shares 2,186 Value ($000) $619 Avg Close — Range —
Q2 2024
Shares 2,186 Value ($000) $585 Avg Close — Range —
Q1 2024
Shares 2,186 Value ($000) $568 Avg Close — Range —
Q4 2023
Shares 2,186 Value ($000) $519 Avg Close — Range —
Q3 2023
Shares 2,186 Value ($000) $464 Avg Close — Range —
Q2 2023
Shares 2,186 Value ($000) $482 Avg Close — Range —
Q1 2023
Shares 2,186 Value ($000) $446 Avg Close — Range —
Q4 2022
Shares 1,750 Value ($000) $335 Avg Close — Range —