VANGUARD INDEX FDS

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

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 12,125 Value ($000) $2,568 Avg Close — Range —
Q3 2025
Shares 12,187 Value ($000) $2,544 Avg Close — Range —
Q2 2025
Shares 13,355 Value ($000) $2,604 Avg Close — Range —
Q1 2025
Shares 50,108 Value ($000) $9,335 Avg Close — Range —
Q4 2024
Shares 50,697 Value ($000) $10,047 Avg Close — Range —
Q3 2024
Shares 50,051 Value ($000) $10,049 Avg Close — Range —
Q2 2024
Shares 53,967 Value ($000) $9,850 Avg Close — Range —
Q1 2024
Shares 53,495 Value ($000) $10,265 Avg Close — Range —
Q4 2023
Shares 51,096 Value ($000) $9,196 Avg Close — Range —
Q3 2023
Shares 50,923 Value ($000) $8,122 Avg Close — Range —
Q2 2023
Shares 50,320 Value ($000) $8,323 Avg Close — Range —
Q1 2023
Shares 52,101 Value ($000) $8,272 Avg Close — Range —
Q4 2022
Shares 50,304 Value ($000) $7,988 Avg Close — Range —
Q3 2022
Shares 46,085 Value ($000) $6,609 Avg Close — Range —
Q2 2022
Shares 37,122 Value ($000) $5,562 Avg Close — Range —
Q1 2022
Shares 33,184 Value ($000) $5,838 Avg Close — Range —
Q4 2021
Shares 32,625 Value ($000) $5,835 Avg Close — Range —
Q3 2021
Shares 32,417 Value ($000) $5,487 Avg Close — Range —
Q2 2021
Shares 31,511 Value ($000) $5,472 Avg Close — Range —
Q1 2021
Shares 30,008 Value ($000) $4,970 Avg Close — Range —