VANGUARD INDEX FDS

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

Wealthspire Retirement, LLC's Holding History (CIK: 0002040084)

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

Q4 2025
Shares 19,000 Value ($000) $5,740 Avg Close — Range —
Q3 2025
Shares 9,879 Value ($000) $2,940 Avg Close — Range —
Q2 2025
Shares 6,446 Value ($000) $1,785 Avg Close — Range —
Q1 2025
Shares 6,646 Value ($000) $1,673 Avg Close — Range —
Q4 2024
Shares 6,953 Value ($000) $1,947 Avg Close — Range —
Q3 2024
Shares 6,533 Value ($000) $1,747 Avg Close — Range —
Q2 2024
Shares 6,360 Value ($000) $1,591 Avg Close — Range —
Q1 2024
Shares 6,111 Value ($000) $1,593 Avg Close — Range —
Q4 2023
Shares 6,988 Value ($000) $1,689 Avg Close — Range —
Q3 2023
Shares 5,979 Value ($000) $1,281 Avg Close — Range —
Q2 2023
Shares 6,300 Value ($000) $1,447 Avg Close — Range —
Q1 2023
Shares 6,875 Value ($000) $1,488 Avg Close — Range —
Q4 2022
Shares 4,086 Value ($000) $819 Avg Close — Range —
Q3 2022
Shares 2,014 Value ($000) $393 Avg Close — Range —
Q2 2022
Shares 2,054 Value ($000) $405 Avg Close — Range —
Q1 2022
Shares 962 Value ($000) $239 Avg Close — Range —