VANGUARD INDEX FDS

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

Evergreen Wealth Management, LLC's Holding History (CIK: 0001965292)

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

Q4 2025
Shares 6,830 Value ($000) $1,447 Avg Close — Range —
Q3 2025
Shares 7,123 Value ($000) $1,487 Avg Close — Range —
Q2 2025
Shares 7,133 Value ($000) $1,391 Avg Close — Range —
Q1 2025
Shares 7,295 Value ($000) $1,359 Avg Close — Range —
Q4 2024
Shares 20,929 Value ($000) $4,148 Avg Close — Range —
Q3 2024
Shares 20,221 Value ($000) $4,060 Avg Close — Range —
Q2 2024
Shares 19,288 Value ($000) $3,520 Avg Close — Range —
Q1 2024
Shares 19,288 Value ($000) $3,701 Avg Close — Range —
Q4 2023
Shares 19,288 Value ($000) $3,471 Avg Close — Range —
Q3 2023
Shares 18,847 Value ($000) $3,006 Avg Close — Range —
Q2 2023
Shares 20,180 Value ($000) $3,338 Avg Close — Range —
Q1 2023
Shares 16,276 Value ($000) $2,584 Avg Close — Range —
Q4 2022
Shares 12,098 Value ($000) $1,921 Avg Close — Range —