VANGUARD INDEX FDS

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

Schwallier Wealth Management LLC's Holding History (CIK: 0001934951)

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

Q4 2025
Shares 4,543 Value ($000) $1,014 Avg Close — Range —
Q3 2025
Shares 5,693 Value ($000) $1,188 Avg Close — Range —
Q2 2025
Shares 5,719 Value ($000) $1,115 Avg Close — Range —
Q1 2025
Shares 5,237 Value ($000) $976 Avg Close — Range —
Q4 2024
Shares 5,846 Value ($000) $1,159 Avg Close — Range —
Q3 2024
Shares 6,144 Value ($000) $1,234 Avg Close — Range —
Q2 2024
Shares 5,904 Value ($000) $1,078 Avg Close — Range —
Q1 2024
Shares 6,342 Value ($000) $1,217 Avg Close — Range —
Q4 2023
Shares 7,257 Value ($000) $1,306 Avg Close — Range —