VANGUARD INDEX FDS

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

RF&L WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001965915)

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

Q4 2025
Shares 22,823 Value ($000) $4,834 Avg Close — Range —
Q3 2025
Shares 22,677 Value ($000) $4,733 Avg Close — Range —
Q2 2025
Shares 22,797 Value ($000) $4,446 Avg Close — Range —
Q1 2025
Shares 20,885 Value ($000) $3,891 Avg Close — Range —
Q4 2024
Shares 20,879 Value ($000) $4,138 Avg Close — Range —
Q3 2024
Shares 20,588 Value ($000) $4,134 Avg Close — Range —
Q2 2024
Shares 20,611 Value ($000) $3,762 Avg Close — Range —
Q1 2024
Shares 20,521 Value ($000) $3,938 Avg Close — Range —
Q4 2023
Shares 20,747 Value ($000) $3,734 Avg Close — Range —
Q3 2023
Shares 20,824 Value ($000) $3,321 Avg Close — Range —
Q2 2023
Shares 20,823 Value ($000) $3,444 Avg Close — Range —
Q1 2023
Shares 22,318 Value ($000) $3,543 Avg Close — Range —
Q4 2022
Shares 22,607 Value ($000) $3,590 Avg Close — Range —