VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

SARD WEALTH MANAGEMENT GROUP, LLC's Holding History (CIK: 0002010095)

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

Q4 2025
Shares 56,067 Value ($000) $18,798 Avg Close — Range —
Q3 2025
Shares 56,467 Value ($000) $18,531 Avg Close — Range —
Q2 2025
Shares 55,854 Value ($000) $16,976 Avg Close — Range —
Q1 2025
Shares 55,108 Value ($000) $15,146 Avg Close — Range —
Q4 2024
Shares 53,891 Value ($000) $15,618 Avg Close — Range —
Q3 2024
Shares 53,052 Value ($000) $15,022 Avg Close — Range —
Q2 2024
Shares 52,602 Value ($000) $14,071 Avg Close — Range —
Q1 2024
Shares 47,072 Value ($000) $12,234 Avg Close — Range —
Q4 2023
Shares 45,309 Value ($000) $10,748 Avg Close — Range —