VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

OSTERWEIS CAPITAL MANAGEMENT INC's Holding History (CIK: 0001007524)

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

Q4 2025
Shares 2,283 Value ($000) $1,431 Avg Close — Range —
Q3 2025
Shares 2,352 Value ($000) $1,440 Avg Close — Range —
Q2 2025
Shares 3,064 Value ($000) $1,740 Avg Close — Range —
Q1 2025
Shares 3,715 Value ($000) $1,909 Avg Close — Range —
Q4 2024
Shares 4,139 Value ($000) $2,230 Avg Close — Range —
Q3 2024
Shares 4,687 Value ($000) $2,473 Avg Close — Range —
Q2 2024
Shares 5,047 Value ($000) $2,524 Avg Close — Range —
Q1 2024
Shares 1,403 Value ($000) $674 Avg Close — Range —
Q4 2023
Shares 956 Value ($000) $418 Avg Close — Range —
Q3 2023
Shares 956 Value ($000) $375 Avg Close — Range —
Q2 2023
Shares 1,342 Value ($000) $547 Avg Close — Range —
Q1 2023
Shares 1,078 Value ($000) $405 Avg Close — Range —
Q4 2022
Shares 2,192 Value ($000) $770 Avg Close — Range —
Q3 2022
Shares 2,192 Value ($000) $720 Avg Close — Range —
Q2 2022
Shares 2,192 Value ($000) $760 Avg Close — Range —
Q1 2022
Shares 2,459 Value ($000) $1,021 Avg Close — Range —
Q4 2021
Shares 2,730 Value ($000) $1,192 Avg Close — Range —
Q3 2021
Shares 2,920 Value ($000) $1,152 Avg Close — Range —
Q2 2021
Shares 2,920 Value ($000) $1,149 Avg Close — Range —
Q1 2021
Shares 3,025 Value ($000) $1,102 Avg Close — Range —
Q4 2020
Shares 3,125 Value ($000) $1,074 Avg Close — Range —