VANGUARD INDEX FDS

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

Opal Wealth Advisors, LLC's Holding History (CIK: 0001844201)

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

Q4 2025
Shares 192,768 Value ($000) $40,826 Avg Close — Range —
Q3 2025
Shares 187,821 Value ($000) $39,200 Avg Close — Range —
Q2 2025
Shares 184,022 Value ($000) $35,886 Avg Close — Range —
Q1 2025
Shares 172,892 Value ($000) $32,208 Avg Close — Range —
Q4 2024
Shares 123,008 Value ($000) $24,378 Avg Close — Range —
Q3 2024
Shares 121,388 Value ($000) $24,372 Avg Close — Range —
Q2 2024
Shares 112,360 Value ($000) $20,508 Avg Close — Range —
Q1 2024
Shares 103,907 Value ($000) $19,938 Avg Close — Range —
Q4 2023
Shares 98,126 Value ($000) $17,660 Avg Close — Range —
Q3 2023
Shares 149,263 Value ($000) $23,806 Avg Close — Range —
Q2 2023
Shares 3,125 Value ($000) $517 Avg Close — Range —
Q1 2023
Shares 3,445 Value ($000) $547 Avg Close — Range —
Q4 2022
Shares 2,680 Value ($000) $426 Avg Close — Range —
Q1 2022
Shares 1,144 Value ($000) $201 Avg Close — Range —