VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

SWP FINANCIAL LLC's Holding History (CIK: 0002014200)

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

Q4 2025
Shares 954 Value ($000) $320 Avg Close — Range —
Q3 2025
Shares 1,069 Value ($000) $351 Avg Close — Range —
Q2 2025
Shares 1,109 Value ($000) $337 Avg Close — Range —
Q1 2025
Shares 1,117 Value ($000) $307 Avg Close — Range —
Q4 2024
Shares 1,184 Value ($000) $343 Avg Close — Range —
Q3 2024
Shares 8,417 Value ($000) $2,383 Avg Close — Range —
Q2 2024
Shares 8,434 Value ($000) $2,256 Avg Close — Range —
Q1 2024
Shares 20,677 Value ($000) $5,325 Avg Close — Range —
Q4 2023
Shares 21,334 Value ($000) $5,061 Avg Close — Range —