VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

BALANCED WEALTH GROUP LLC's Holding History (CIK: 0002009783)

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

Q4 2025
Shares 4,256 Value ($000) $1,401 Avg Close — Range —
Q3 2025
Shares 4,353 Value ($000) $1,323 Avg Close — Range —
Q2 2025
Shares 4,219 Value ($000) $1,312 Avg Close — Range —
Q1 2025
Shares 4,335 Value ($000) $1,192 Avg Close — Range —
Q4 2024
Shares 4,314 Value ($000) $1,288 Avg Close — Range —
Q3 2024
Shares 4,511 Value ($000) $1,277 Avg Close — Range —
Q2 2024
Shares 5,188 Value ($000) $1,391 Avg Close — Range —
Q1 2024
Shares 8,006 Value ($000) $2,064 Avg Close — Range —
Q4 2023
Shares 18,042 Value ($000) $4,280 Avg Close — Range —