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Monterey Private Wealth, Inc.
> VB
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | VANGUARD INDEX FUNDS | VB | 42,327 | 1,436 | 8,002,855,000 | -129,942,000 | $189,072.11 |
| 06/30/2023 | VANGUARD INDEX FUNDS | VB | 40,891 | 1,492 | 8,132,797,000 | 901,523,000 | $198,889.66 |
| 12/31/2022 | VANGUARD INDEX FUNDS | VB | 39,399 | -271 | 7,231,274,000 | 7,224,450,000 | $183,539.53 |
| 09/30/2022 | VANGUARD INDEX FUNDS | VB | 39,670 | -2,367 | 6,824,000 | -579,000 | $172.02 |
| 06/30/2022 | VANGUARD INDEX FUNDS | VB | 42,037 | -4,526 | 7,403,000 | -3,121,000 | $176.11 |
| 12/31/2021 | VANGUARD INDEX FUNDS | VB | 46,563 | 726 | 10,524,000 | 397,000 | $226.02 |
| 09/30/2021 | VANGUARD INDEX FUNDS | VB | 45,837 | -6,017 | 10,127,000 | -1,555,000 | $220.94 |
| 06/30/2021 | VANGUARD INDEX FUNDS | VB | 51,854 | 1,250 | 11,682,000 | 284,000 | $225.29 |
| 03/31/2021 | VANGUARD INDEX FUNDS | VB | 50,604 | 5,830 | 11,398,000 | 2,681,000 | $225.24 |
| 12/31/2020 | VANGUARD INDEX FUNDS | VB | 44,774 | 44,774 | 8,717,000 | 8,717,000 | $194.69 |
| 09/30/2020 | VANGUARD INDEX FUNDS | VB | 43,864 | 43,864 | 6,746,000 | 6,746,000 | $153.79 |
| 06/30/2020 | VANGUARD INDEX FUNDS | VB | 47,467 | 47,467 | 6,917,000 | 6,917,000 | $145.72 |
| 03/31/2020 | VANGUARD INDEX FUNDS | VB | 27,935 | 22,920 | 3,225,000 | 2,394,000 | $115.45 |
| 12/31/2019 | VANGUARD INDEX FUNDS | VB | 5,015 | 5,015 | 831,000 | 831,000 | $165.70 |
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