VANGUARD INDEX FDS

Ticker: VBK CUSIP: 922908595 Class: SML CP GRW ETF

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

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

Q4 2025
Shares 30,650 Value ($000) $9,260 Avg Close — Range —
Q3 2025
Shares 28,427 Value ($000) $8,473 Avg Close — Range —
Q2 2025
Shares 25,510 Value ($000) $7,075 Avg Close — Range —
Q1 2025
Shares 26,650 Value ($000) $6,710 Avg Close — Range —
Q4 2024
Shares 26,043 Value ($000) $7,294 Avg Close — Range —
Q3 2024
Shares 26,811 Value ($000) $7,169 Avg Close — Range —