VANGUARD INDEX FDS

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

Windward Private Wealth Management Inc.'s Holding History (CIK: 0001835866)

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

Q4 2025
Shares 8,412 Value ($000) $1,782 Avg Close — Range —
Q3 2025
Shares 8,901 Value ($000) $1,858 Avg Close — Range —
Q2 2025
Shares 8,947 Value ($000) $1,745 Avg Close — Range —
Q1 2025
Shares 8,949 Value ($000) $1,667 Avg Close — Range —
Q4 2024
Shares 9,481 Value ($000) $1,879 Avg Close — Range —
Q3 2024
Shares 9,705 Value ($000) $1,949 Avg Close — Range —
Q2 2024
Shares 9,630 Value ($000) $1,758 Avg Close — Range —
Q1 2024
Shares 9,958 Value ($000) $1,911 Avg Close — Range —
Q4 2023
Shares 11,704 Value ($000) $2,106 Avg Close — Range —
Q3 2023
Shares 16,315 Value ($000) $2,602 Avg Close — Range —
Q2 2023
Shares 16,188 Value ($000) $2,677 Avg Close — Range —
Q1 2023
Shares 16,768 Value ($000) $2,662 Avg Close — Range —
Q4 2022
Shares 18,077 Value ($000) $2,871 Avg Close — Range —
Q3 2022
Shares 20,065 Value ($000) $2,877 Avg Close — Range —
Q2 2022
Shares 20,839 Value ($000) $3,122 Avg Close — Range —
Q1 2022
Shares 21,726 Value ($000) $3,822 Avg Close — Range —
Q4 2021
Shares 23,690 Value ($000) $4,237 Avg Close — Range —
Q3 2021
Shares 25,176 Value ($000) $4,261 Avg Close — Range —
Q2 2021
Shares 30,883 Value ($000) $5,363 Avg Close — Range —
Q1 2021
Shares 35,781 Value ($000) $5,926 Avg Close — Range —
Q4 2020
Shares 48,247 Value ($000) $6,861 Avg Close — Range —