VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 59,183 Value ($000) $19,842 Avg Close — Range —
Q3 2025
Shares 21,716 Value ($000) $7,126 Avg Close — Range —
Q2 2025
Shares 22,245 Value ($000) $6,761 Avg Close — Range —
Q1 2025
Shares 20,476 Value ($000) $5,634 Avg Close — Range —
Q4 2024
Shares 33,328 Value ($000) $9,659 Avg Close — Range —
Q3 2024
Shares 18,809 Value ($000) $5,319 Avg Close — Range —
Q2 2024
Shares 14,764 Value ($000) $3,950 Avg Close — Range —
Q1 2024
Shares 12,396 Value ($000) $3,222 Avg Close — Range —
Q4 2023
Shares 14,959 Value ($000) $3,549 Avg Close — Range —
Q3 2023
Shares 7,869 Value ($000) $1,671 Avg Close — Range —
Q2 2023
Shares 4,198 Value ($000) $925 Avg Close — Range —