VANGUARD INDEX FDS

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

GRAND WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001939443)

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

Q4 2025
Shares 1,934 Value ($000) $410 Avg Close — Range —
Q3 2025
Shares 1,731 Value ($000) $363 Avg Close — Range —
Q2 2025
Shares 1,731 Value ($000) $339 Avg Close — Range —
Q1 2025
Shares 1,774 Value ($000) $330 Avg Close — Range —
Q4 2024
Shares 1,743 Value ($000) $345 Avg Close — Range —
Q3 2024
Shares 1,743 Value ($000) $350 Avg Close — Range —
Q2 2024
Shares 1,743 Value ($000) $320 Avg Close — Range —
Q1 2024
Shares 1,743 Value ($000) $334 Avg Close — Range —
Q4 2023
Shares 1,743 Value ($000) $314 Avg Close — Range —
Q3 2023
Shares 2,011 Value ($000) $321 Avg Close — Range —
Q2 2023
Shares 2,074 Value ($000) $343 Avg Close — Range —
Q1 2023
Shares 2,011 Value ($000) $319 Avg Close — Range —
Q4 2022
Shares 2,011 Value ($000) $319 Avg Close — Range —
Q3 2022
Shares 2,996 Value ($000) $430 Avg Close — Range —
Q2 2022
Shares 3,050 Value ($000) $457 Avg Close — Range —
Q1 2022
Shares 3,050 Value ($000) $537 Avg Close — Range —
Q4 2021
Shares 3,050 Value ($000) $545 Avg Close — Range —