VANGUARD INDEX FDS

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

STAGE HARBOR FINANCIAL, LLC's Holding History (CIK: 0001934721)

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

Q4 2025
Shares 3,285 Value ($000) $696 Avg Close — Range —
Q3 2025
Shares 3,702 Value ($000) $773 Avg Close — Range —
Q2 2025
Shares 3,702 Value ($000) $722 Avg Close — Range —
Q1 2025
Shares 4,018 Value ($000) $749 Avg Close — Range —
Q4 2024
Shares 1,200 Value ($000) $238 Avg Close — Range —