VANGUARD INDEX FDS

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

Monument Group Wealth Advisors, LLC's Holding History (CIK: 0001965665)

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

Q4 2025
Shares 7,805 Value ($000) $1,653 Avg Close Range
Q3 2025
Shares 8,227 Value ($000) $1,717 Avg Close Range
Q2 2025
Shares 6,854 Value ($000) $1,337 Avg Close Range
Q1 2025
Shares 5,826 Value ($000) $1,085 Avg Close Range
Q4 2024
Shares 5,725 Value ($000) $1,135 Avg Close Range
Q3 2024
Shares 6,186 Value ($000) $1,242 Avg Close Range
Q2 2024
Shares 6,252 Value ($000) $1,141 Avg Close Range
Q1 2024
Shares 6,983 Value ($000) $1,340 Avg Close Range
Q4 2023
Shares 7,118 Value ($000) $1,281 Avg Close Range