VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

National Wealth Management Group, LLC's Holding History (CIK: 0001977723)

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

Q4 2025
Shares 12,540 Value ($000) $4,204 Avg Close — Range —
Q3 2025
Shares 12,784 Value ($000) $4,195 Avg Close — Range —
Q2 2025
Shares 11,286 Value ($000) $3,430 Avg Close — Range —
Q1 2025
Shares 11,146 Value ($000) $3,063 Avg Close — Range —
Q4 2024
Shares 11,138 Value ($000) $3,228 Avg Close — Range —
Q3 2024
Shares 11,576 Value ($000) $3,278 Avg Close — Range —
Q2 2024
Shares 9,806 Value ($000) $2,623 Avg Close — Range —
Q1 2024
Shares 10,657 Value ($000) $2,770 Avg Close — Range —
Q4 2023
Shares 10,782 Value ($000) $2,558 Avg Close — Range —
Q3 2023
Shares 10,191 Value ($000) $2,165 Avg Close — Range —
Q2 2023
Shares 10,416 Value ($000) $2,312 Avg Close — Range —
Q1 2023
Shares 12,166 Value ($000) $2,485 Avg Close — Range —
Q4 2022
Shares 10,937 Value ($000) $2,091 Avg Close — Range —
Q3 2022
Shares 11,684 Value ($000) $2,097 Avg Close — Range —
Q2 2022
Shares 10,718 Value ($000) $2,022 Avg Close — Range —
Q1 2022
Shares 11,178 Value ($000) $2,545 Avg Close — Range —
Q4 2021
Shares 11,433 Value ($000) $2,760 Avg Close — Range —