VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Morton Capital Management LLC/CA's Holding History (CIK: 0002002628)

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

Q4 2025
Shares 5,611 Value ($000) $1,881 Avg Close — Range —
Q3 2025
Shares 5,313 Value ($000) $1,743 Avg Close — Range —
Q2 2025
Shares 4,995 Value ($000) $1,518 Avg Close — Range —
Q1 2025
Shares 5,015 Value ($000) $1,378 Avg Close — Range —
Q4 2024
Shares 4,751 Value ($000) $1,377 Avg Close — Range —
Q3 2024
Shares 4,131 Value ($000) $1,170 Avg Close — Range —
Q2 2024
Shares 4,131 Value ($000) $1,105 Avg Close — Range —
Q1 2024
Shares 20,984 Value ($000) $5,454 Avg Close — Range —
Q4 2023
Shares 20,984 Value ($000) $4,978 Avg Close — Range —
Q3 2023
Shares 20,984 Value ($000) $4,457 Avg Close — Range —
Q2 2023
Shares 20,984 Value ($000) $4,622 Avg Close — Range —
Q1 2023
Shares 20,984 Value ($000) $4,283 Avg Close — Range —
Q4 2022
Shares 20,984 Value ($000) $4,012 Avg Close — Range —
Q3 2022
Shares 21,069 Value ($000) $3,781 Avg Close — Range —
Q2 2022
Shares 20,674 Value ($000) $3,899 Avg Close — Range —
Q1 2022
Shares 3,691 Value ($000) $840 Avg Close — Range —
Q4 2021
Shares 3,691 Value ($000) $891 Avg Close — Range —