VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 169,123 Value ($000) $56,702 Avg Close — Range —
Q3 2025
Shares 148,521 Value ($000) $48,740 Avg Close — Range —
Q2 2025
Shares 147,406 Value ($000) $44,801 Avg Close — Range —
Q1 2025
Shares 130,164 Value ($000) $35,774 Avg Close — Range —
Q4 2024
Shares 142,860 Value ($000) $41,402 Avg Close — Range —
Q3 2024
Shares 154,454 Value ($000) $43,735 Avg Close — Range —
Q2 2024
Shares 160,364 Value ($000) $42,899 Avg Close — Range —
Q1 2024
Shares 142,680 Value ($000) $37,082 Avg Close — Range —
Q4 2023
Shares 136,815 Value ($000) $32,455 Avg Close — Range —