VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Long Island Wealth Management, Inc.'s Holding History (CIK: 0002011177)

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

Q4 2025
Shares 56,172 Value ($000) $18,833 Avg Close Range
Q3 2025
Shares 56,104 Value ($000) $18,412 Avg Close Range
Q2 2025
Shares 56,278 Value ($000) $17,105 Avg Close Range
Q1 2025
Shares 57,532 Value ($000) $15,812 Avg Close Range
Q4 2024
Shares 58,113 Value ($000) $16,842 Avg Close Range
Q3 2024
Shares 58,292 Value ($000) $16,506 Avg Close Range
Q2 2024
Shares 58,161 Value ($000) $15,559 Avg Close Range
Q1 2024
Shares 57,383 Value ($000) $14,914 Avg Close Range
Q4 2023
Shares 59,274 Value ($000) $14,061 Avg Close Range