VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC's Holding History (CIK: 0002011649)

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

Q4 2025
Shares 1,559 Value ($000) $532 Avg Close — Range —
Q3 2025
Shares 1,599 Value ($000) $525 Avg Close — Range —
Q2 2025
Shares 1,687 Value ($000) $513 Avg Close — Range —
Q1 2025
Shares 1,750 Value ($000) $481 Avg Close — Range —
Q4 2024
Shares 1,750 Value ($000) $507 Avg Close — Range —
Q3 2024
Shares 2,178 Value ($000) $617 Avg Close — Range —
Q2 2024
Shares 2,178 Value ($000) $583 Avg Close — Range —
Q1 2024
Shares 2,310 Value ($000) $600 Avg Close — Range —
Q4 2023
Shares 2,391 Value ($000) $567 Avg Close — Range —