VANGUARD INDEX FDS

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

Montis Financial, LLC's Holding History (CIK: 0001844314)

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

Q4 2025
Shares 2,361 Value ($000) $500 Avg Close — Range —
Q3 2025
Shares 2,581 Value ($000) $539 Avg Close — Range —