VANGUARD INDEX FDS

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

Shepherd Financial Partners LLC's Holding History (CIK: 0001696628)

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

Q4 2025
Shares 56,128 Value ($000) $11,887 Avg Close — Range —
Q3 2025
Shares 58,512 Value ($000) $12,212 Avg Close — Range —
Q2 2025
Shares 59,836 Value ($000) $11,669 Avg Close — Range —
Q1 2025
Shares 67,364 Value ($000) $12,549 Avg Close — Range —
Q4 2024
Shares 183,032 Value ($000) $36,273 Avg Close — Range —
Q3 2024
Shares 182,078 Value ($000) $36,558 Avg Close — Range —
Q2 2024
Shares 189,116 Value ($000) $34,517 Avg Close — Range —
Q1 2024
Shares 188,077 Value ($000) $36,087 Avg Close — Range —
Q4 2023
Shares 170,550 Value ($000) $30,694 Avg Close — Range —
Q3 2023
Shares 164,014 Value ($000) $26,158 Avg Close — Range —
Q2 2023
Shares 161,345 Value ($000) $26,686 Avg Close — Range —
Q1 2023
Shares 159,260 Value ($000) $25,285 Avg Close — Range —
Q4 2022
Shares 161,557 Value ($000) $25,655 Avg Close — Range —
Q3 2022
Shares 152,687 Value ($000) $21,895 Avg Close — Range —
Q2 2022
Shares 116,146 Value ($000) $17,401 Avg Close — Range —
Q1 2022
Shares 111,714 Value ($000) $19,658 Avg Close — Range —
Q4 2021
Shares 73,686 Value ($000) $13,187 Avg Close — Range —
Q3 2021
Shares 71,513 Value ($000) $12,138 Avg Close — Range —
Q2 2021
Shares 71,047 Value ($000) $12,338 Avg Close — Range —
Q1 2021
Shares 58,517 Value ($000) $9,692 Avg Close — Range —
Q4 2020
Shares 53,224 Value ($000) $7,591 Avg Close — Range —
Q3 2020
Shares 16,808 Value ($000) $1,859 Avg Close — Range —
Q2 2020
Shares 15,125 Value ($000) $1,617 Avg Close — Range —
Q1 2020
Shares 16,043 Value ($000) $1,359 Avg Close — Range —
Q4 2019
Shares 2,848 Value ($000) $362 Avg Close — Range —