VANGUARD INDEX FDS

Ticker: VBR CUSIP: 922908611 Class: SM CP VAL ETF

Dakota Wealth Management's Holding History (CIK: 0001631353)

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

Q4 2025
Shares 1,570 Value ($000) $332 Avg Close Range
Q3 2025
Shares 1,235 Value ($000) $258 Avg Close Range
Q2 2025
Shares 2,242 Value ($000) $437 Avg Close Range
Q1 2025
Shares 2,524 Value ($000) $470 Avg Close Range
Q4 2024
Shares 2,317 Value ($000) $459 Avg Close Range
Q3 2024
Shares 2,353 Value ($000) $473 Avg Close Range
Q2 2024
Shares 2,472 Value ($000) $451 Avg Close Range
Q1 2024
Shares 2,189 Value ($000) $420 Avg Close Range
Q4 2023
Shares 1,719 Value ($000) $309 Avg Close Range