VANGUARD INDEX FDS

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

Wescott Financial Advisory Group, LLC's Holding History (CIK: 0001864880)

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

Q4 2025
Shares 3,651 Value ($000) $773 Avg Close — Range —
Q3 2025
Shares 3,650 Value ($000) $762 Avg Close — Range —
Q2 2025
Shares 3,638 Value ($000) $709 Avg Close — Range —
Q1 2025
Shares 5,403 Value ($000) $1,007 Avg Close — Range —
Q4 2024
Shares 6,064 Value ($000) $1,202 Avg Close — Range —
Q3 2024
Shares 6,936 Value ($000) $1,393 Avg Close — Range —
Q2 2024
Shares 7,277 Value ($000) $1,328 Avg Close — Range —
Q1 2024
Shares 5,275 Value ($000) $1,012 Avg Close — Range —
Q4 2023
Shares 5,770 Value ($000) $1,038 Avg Close — Range —
Q3 2023
Shares 6,015 Value ($000) $959 Avg Close — Range —
Q2 2023
Shares 6,231 Value ($000) $1,031 Avg Close — Range —
Q1 2023
Shares 6,847 Value ($000) $1,087 Avg Close — Range —
Q4 2022
Shares 7,287 Value ($000) $1,157 Avg Close — Range —
Q3 2022
Shares 7,258 Value ($000) $1,041 Avg Close — Range —
Q2 2022
Shares 7,147 Value ($000) $1,071 Avg Close — Range —
Q1 2022
Shares 10,148 Value ($000) $1,785 Avg Close — Range —