VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q4 2025
Shares 46,551 Value ($000) $12,994 Avg Close — Range —
Q3 2025
Shares 45,533 Value ($000) $13,397 Avg Close — Range —
Q2 2025
Shares 44,857 Value ($000) $12,776 Avg Close — Range —
Q1 2025
Shares 44,453 Value ($000) $10,875 Avg Close — Range —
Q4 2024
Shares 43,268 Value ($000) $10,979 Avg Close — Range —
Q3 2024
Shares 44,833 Value ($000) $10,915 Avg Close — Range —
Q4 2022
Shares 1,138 Value ($000) $205 Avg Close — Range —
Q1 2022
Shares 1,138 Value ($000) $253 Avg Close — Range —