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Marcum Wealth, LLC
> VB
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | VANGUARD INDEX FUNDS | VB | 223,712 | -661 | 42,297,304,000 | -2,328,296,000 | $189,070.34 |
| 06/30/2023 | VANGUARD INDEX FUNDS | VB | 224,373 | -11,177 | 44,625,600,000 | 44,585,342,000 | $198,890.24 |
| 09/30/2022 | VANGUARD INDEX FUNDS | VB | 235,550 | 34,980 | 40,258,000 | 4,936,000 | $170.91 |
| 06/30/2022 | VANGUARD INDEX FUNDS | VB | 200,570 | 306 | 35,322,000 | -7,238,000 | $176.11 |
| 03/31/2022 | VANGUARD INDEX FUNDS | VB | 200,264 | 23,105 | 42,560,000 | 2,520,000 | $212.52 |
| 12/31/2021 | VANGUARD INDEX FUNDS | VB | 177,159 | -510 | 40,040,000 | 1,189,000 | $226.01 |
| 09/30/2021 | VANGUARD INDEX FUNDS | VB | 177,669 | -2,982 | 38,851,000 | -1,846,000 | $218.67 |
| 06/30/2021 | VANGUARD INDEX FUNDS | VB | 180,651 | -3,716 | 40,697,000 | 1,228,000 | $225.28 |
| 03/31/2021 | VANGUARD INDEX FUNDS | VB | 184,367 | -10,994 | 39,469,000 | 1,436,000 | $214.08 |
| 12/31/2020 | VANGUARD INDEX FUNDS | VB | 195,361 | -993 | 38,033,000 | 7,834,000 | $194.68 |
| 09/30/2020 | VANGUARD INDEX FUNDS | VB | 196,354 | -25,133 | 30,199,000 | -2,076,000 | $153.80 |
| 06/30/2020 | VANGUARD INDEX FUNDS | VB | 221,487 | 82,928 | 32,275,000 | 16,280,000 | $145.72 |
| 03/31/2020 | VANGUARD INDEX FUNDS | VB | 138,559 | 131,000 | 15,995,000 | 14,743,000 | $115.44 |
| 12/31/2019 | VANGUARD INDEX FUNDS | VB | 7,559 | 7,559 | 1,252,000 | 1,252,000 | $165.63 |
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