VANGUARD INDEX FDS

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

WMG Financial Advisors, LLC's Holding History (CIK: 0001906711)

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

Q3 2025
Shares 966 Value ($000) $202 Avg Close — Range —
Q3 2024
Shares 1,020 Value ($000) $205 Avg Close — Range —
Q1 2022
Shares 1,342 Value ($000) $237 Avg Close — Range —
Q4 2021
Shares 1,259 Value ($000) $225 Avg Close — Range —