VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

ELEVATE WEALTH ADVISORY, INC's Holding History (CIK: 0002011651)

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

Q4 2025
Shares 2,572 Value ($000) $862 Avg Close — Range —
Q3 2025
Shares 1,146 Value ($000) $377 Avg Close — Range —
Q2 2025
Shares 1,215 Value ($000) $370 Avg Close — Range —
Q1 2025
Shares 1,209 Value ($000) $332 Avg Close — Range —
Q4 2024
Shares 1,209 Value ($000) $350 Avg Close — Range —
Q3 2024
Shares 1,209 Value ($000) $343 Avg Close — Range —
Q2 2024
Shares 1,209 Value ($000) $324 Avg Close — Range —
Q1 2024
Shares 1,216 Value ($000) $316 Avg Close — Range —
Q4 2023
Shares 1,157 Value ($000) $274 Avg Close — Range —