VANGUARD INDEX FDS

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

SOA Wealth Advisors, LLC.'s Holding History (CIK: 0001849444)

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

Q4 2025
Shares 355,427 Value ($000) $7,025 Avg Close — Range —
Q3 2025
Shares 355,121 Value ($000) $6,864 Avg Close — Range —
Q2 2025
Shares 354,002 Value ($000) $6,217 Avg Close — Range —
Q1 2025
Shares 382,521 Value ($000) $3,711 Avg Close — Range —
Q4 2024
Shares 16,474 Value ($000) $3,265 Avg Close — Range —
Q3 2024
Shares 15,976 Value ($000) $3,208 Avg Close — Range —
Q2 2024
Shares 15,484 Value ($000) $2,826 Avg Close — Range —
Q1 2024
Shares 15,037 Value ($000) $2,885 Avg Close — Range —
Q4 2023
Shares 13,489 Value ($000) $2,428 Avg Close — Range —
Q3 2023
Shares 12,364 Value ($000) $1,972 Avg Close — Range —
Q2 2023
Shares 11,533 Value ($000) $1,908 Avg Close — Range —
Q1 2023
Shares 12,988 Value ($000) $2,062 Avg Close — Range —
Q4 2022
Shares 13,630 Value ($000) $2,164 Avg Close — Range —
Q3 2022
Shares 12,299 Value ($000) $1,763 Avg Close — Range —
Q2 2022
Shares 12,115 Value ($000) $1,815 Avg Close — Range —
Q1 2022
Shares 17,140 Value ($000) $3,015 Avg Close — Range —
Q4 2021
Shares 17,128 Value ($000) $3,060 Avg Close — Range —
Q3 2021
Shares 18,081 Value ($000) $3,060 Avg Close — Range —
Q2 2021
Shares 20,760 Value ($000) $3,605 Avg Close — Range —
Q1 2021
Shares 28,173 Value ($000) $4,665 Avg Close — Range —
Q4 2020
Shares 28,299 Value ($000) $4,448 Avg Close — Range —