VANGUARD INDEX FDS

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

Klingman & Associates, LLC's Holding History (CIK: 0001662449)

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

Q4 2025
Shares 8,030 Value ($000) $1,701 Avg Close Range
Q3 2025
Shares 3,886 Value ($000) $811 Avg Close Range
Q2 2025
Shares 3,522 Value ($000) $687 Avg Close Range
Q1 2025
Shares 3,464 Value ($000) $645 Avg Close Range
Q4 2024
Shares 3,476 Value ($000) $689 Avg Close Range
Q3 2024
Shares 5,210 Value ($000) $1,046 Avg Close Range
Q2 2024
Shares 5,208 Value ($000) $951 Avg Close Range
Q1 2024
Shares 5,270 Value ($000) $1,011 Avg Close Range
Q4 2023
Shares 5,364 Value ($000) $965 Avg Close Range
Q3 2023
Shares 6,122 Value ($000) $976 Avg Close Range
Q2 2023
Shares 5,848 Value ($000) $967 Avg Close Range
Q1 2023
Shares 5,897 Value ($000) $936 Avg Close Range
Q4 2022
Shares 6,504 Value ($000) $1,033 Avg Close Range
Q3 2022
Shares 5,823 Value ($000) $835 Avg Close Range
Q2 2022
Shares 6,545 Value ($000) $981 Avg Close Range
Q1 2022
Shares 6,558 Value ($000) $1,154 Avg Close Range
Q4 2021
Shares 6,673 Value ($000) $1,194 Avg Close Range
Q3 2021
Shares 7,649 Value ($000) $1,295 Avg Close Range
Q2 2021
Shares 7,303 Value ($000) $1,268 Avg Close Range
Q1 2021
Shares 7,207 Value ($000) $1,194 Avg Close Range
Q4 2020
Shares 6,977 Value ($000) $992 Avg Close Range
Q3 2020
Shares 6,954 Value ($000) $769 Avg Close Range
Q2 2020
Shares 2,214 Value ($000) $237 Avg Close Range
Q1 2020
Shares 2,619 Value ($000) $233 Avg Close Range
Q4 2019
Shares 2,542 Value ($000) $348 Avg Close Range