VANGUARD INDEX FDS

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

Lodestone Wealth Management LLC's Holding History (CIK: 0001950158)

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

Q4 2025
Shares 2,476 Value ($000) $524 Avg Close — Range —
Q3 2025
Shares 2,474 Value ($000) $516 Avg Close — Range —
Q2 2025
Shares 2,446 Value ($000) $477 Avg Close — Range —
Q1 2025
Shares 2,324 Value ($000) $433 Avg Close — Range —
Q4 2024
Shares 2,323 Value ($000) $460 Avg Close — Range —
Q3 2024
Shares 2,323 Value ($000) $466 Avg Close — Range —
Q2 2024
Shares 2,538 Value ($000) $463 Avg Close — Range —
Q1 2024
Shares 2,545 Value ($000) $488 Avg Close — Range —
Q4 2023
Shares 2,567 Value ($000) $462 Avg Close — Range —
Q3 2023
Shares 2,795 Value ($000) $446 Avg Close — Range —
Q2 2023
Shares 3,488 Value ($000) $577 Avg Close — Range —
Q1 2023
Shares 4,536 Value ($000) $720 Avg Close — Range —
Q4 2022
Shares 4,545 Value ($000) $722 Avg Close — Range —