VANGUARD INDEX FDS

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

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q4 2025
Shares 6,226 Value ($000) $1,319 Avg Close — Range —
Q3 2025
Shares 6,281 Value ($000) $1,317 Avg Close — Range —
Q2 2025
Shares 6,533 Value ($000) $1,280 Avg Close — Range —
Q1 2025
Shares 6,702 Value ($000) $1,249 Avg Close — Range —
Q4 2024
Shares 6,854 Value ($000) $1,358 Avg Close — Range —
Q3 2024
Shares 6,880 Value ($000) $1,381 Avg Close — Range —
Q2 2024
Shares 1,332 Value ($000) $244 Avg Close — Range —
Q1 2022
Shares 1,266 Value ($000) $222 Avg Close — Range —
Q4 2021
Shares 2,731 Value ($000) $488 Avg Close — Range —
Q3 2021
Shares 2,850 Value ($000) $482 Avg Close — Range —
Q2 2021
Shares 5,314 Value ($000) $922 Avg Close — Range —
Q1 2021
Shares 5,071 Value ($000) $839 Avg Close — Range —