VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

True Wealth Design, LLC's Holding History (CIK: 0001966033)

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

Q4 2025
Shares 14,666 Value ($000) $4,917 Avg Close — Range —
Q3 2025
Shares 7,646 Value ($000) $2,509 Avg Close — Range —
Q2 2025
Shares 5,770 Value ($000) $1,754 Avg Close — Range —
Q1 2025
Shares 6,120 Value ($000) $1,682 Avg Close — Range —
Q4 2024
Shares 6,553 Value ($000) $1,899 Avg Close — Range —
Q3 2024
Shares 6,677 Value ($000) $1,891 Avg Close — Range —
Q2 2024
Shares 12,362 Value ($000) $3,307 Avg Close — Range —
Q1 2024
Shares 12,893 Value ($000) $3,351 Avg Close — Range —
Q4 2023
Shares 13,570 Value ($000) $3,219 Avg Close — Range —
Q3 2023
Shares 13,615 Value ($000) $2,892 Avg Close — Range —
Q2 2023
Shares 14,166 Value ($000) $3,121 Avg Close — Range —
Q1 2023
Shares 15,943 Value ($000) $3,254 Avg Close — Range —
Q4 2022
Shares 17,518 Value ($000) $3,349 Avg Close — Range —