VANGUARD INDEX FDS

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

Rooted Wealth Advisors, Inc.'s Holding History (CIK: 0001963732)

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

Q4 2025
Shares 3,112 Value ($000) $711 Avg Close — Range —
Q3 2025
Shares 2,608 Value ($000) $551 Avg Close — Range —
Q2 2025
Shares 2,380 Value ($000) $479 Avg Close — Range —
Q1 2025
Shares 2,144 Value ($000) $363 Avg Close — Range —
Q4 2024
Shares 2,156 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 2,159 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 2,191 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 2,273 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 2,191 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 2,130 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 1,898 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 1,823 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 1,600 Value ($000) $0 Avg Close — Range —