VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Legacy Wealth Management, LLC / MS's Holding History (CIK: 0002047443)

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

Q4 2025
Shares 12,191 Value ($000) $4,087 Avg Close — Range —
Q3 2025
Shares 4,964 Value ($000) $1,629 Avg Close — Range —
Q2 2025
Shares 12,324 Value ($000) $3,746 Avg Close — Range —
Q1 2025
Shares 12,844 Value ($000) $3,530 Avg Close — Range —
Q4 2024
Shares 13,298 Value ($000) $3,854 Avg Close — Range —
Q3 2024
Shares 18,743 Value ($000) $5,307 Avg Close — Range —
Q2 2024
Shares 18,918 Value ($000) $5,061 Avg Close — Range —
Q1 2024
Shares 20,905 Value ($000) $5,433 Avg Close — Range —
Q4 2023
Shares 21,103 Value ($000) $5,006 Avg Close — Range —
Q3 2023
Shares 25,770 Value ($000) $5,474 Avg Close — Range —
Q2 2023
Shares 27,973 Value ($000) $6,162 Avg Close — Range —
Q1 2023
Shares 29,173 Value ($000) $5,954 Avg Close — Range —
Q4 2022
Shares 29,933 Value ($000) $5,723 Avg Close — Range —
Q3 2022
Shares 2,733 Value ($000) $490 Avg Close — Range —
Q2 2022
Shares 3,903 Value ($000) $736 Avg Close — Range —
Q1 2022
Shares 3,023 Value ($000) $688 Avg Close — Range —
Q4 2021
Shares 2,858 Value ($000) $690 Avg Close — Range —
Q3 2021
Shares 2,935 Value ($000) $652 Avg Close — Range —
Q2 2021
Shares 2,935 Value ($000) $654 Avg Close — Range —
Q1 2021
Shares 2,975 Value ($000) $615 Avg Close — Range —
Q4 2020
Shares 6,975 Value ($000) $1,358 Avg Close — Range —
Q3 2020
Shares 9,509 Value ($000) $1,620 Avg Close — Range —
Q2 2020
Shares 9,509 Value ($000) $1,488 Avg Close — Range —
Q1 2020
Shares 12,077 Value ($000) $1,557 Avg Close — Range —
Q4 2019
Shares 12,045 Value ($000) $1,971 Avg Close — Range —