VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 305,158 Value ($000) $102,311 Avg Close — Range —
Q3 2025
Shares 297,692 Value ($000) $97,693 Avg Close — Range —
Q2 2025
Shares 295,061 Value ($000) $89,678 Avg Close — Range —
Q1 2025
Shares 286,290 Value ($000) $78,684 Avg Close — Range —
Q4 2024
Shares 81,122 Value ($000) $23,510 Avg Close — Range —
Q3 2024
Shares 53,853 Value ($000) $15,249 Avg Close — Range —
Q2 2024
Shares 50,234 Value ($000) $13,438 Avg Close — Range —
Q1 2024
Shares 46,268 Value ($000) $12,025 Avg Close — Range —
Q4 2023
Shares 31,988 Value ($000) $7,588 Avg Close — Range —