VANGUARD INDEX FDS

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

Curated Wealth Partners LLC's Holding History (CIK: 0001781284)

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

Q4 2025
Shares 1,928 Value ($000) $408 Avg Close — Range —
Q3 2025
Shares 1,927 Value ($000) $402 Avg Close — Range —
Q2 2025
Shares 1,926 Value ($000) $376 Avg Close — Range —
Q1 2025
Shares 1,926 Value ($000) $359 Avg Close — Range —
Q4 2024
Shares 1,986 Value ($000) $394 Avg Close — Range —
Q4 2022
Shares 2,369 Value ($000) $376 Avg Close — Range —
Q3 2022
Shares 2,369 Value ($000) $340 Avg Close — Range —
Q2 2022
Shares 2,369 Value ($000) $355 Avg Close — Range —