VANGUARD INDEX FDS

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

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 8,359 Value ($000) $2,525 Avg Close — Range —
Q3 2025
Shares 7,782 Value ($000) $2,316 Avg Close — Range —
Q2 2025
Shares 8,334 Value ($000) $2,308 Avg Close — Range —
Q1 2025
Shares 7,322 Value ($000) $1,843 Avg Close — Range —
Q4 2024
Shares 6,446 Value ($000) $1,805 Avg Close — Range —
Q3 2024
Shares 6,167 Value ($000) $1,649 Avg Close — Range —
Q2 2024
Shares 3,522 Value ($000) $881 Avg Close — Range —
Q1 2024
Shares 3,470 Value ($000) $905 Avg Close — Range —
Q4 2023
Shares 3,118 Value ($000) $754 Avg Close — Range —