VANGUARD INDEX FDS

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

Strategies Wealth Advisors, LLC's Holding History (CIK: 0001976435)

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

Q4 2025
Shares 180,173 Value ($000) $38,159 Avg Close — Range —
Q3 2025
Shares 172,619 Value ($000) $36,027 Avg Close — Range —
Q2 2025
Shares 171,025 Value ($000) $33,352 Avg Close — Range —
Q1 2025
Shares 170,901 Value ($000) $31,837 Avg Close — Range —
Q4 2024
Shares 164,981 Value ($000) $33,544 Avg Close — Range —
Q3 2024
Shares 157,304 Value ($000) $31,584 Avg Close — Range —
Q2 2024
Shares 156,576 Value ($000) $28,578 Avg Close — Range —
Q1 2024
Shares 160,802 Value ($000) $30,855 Avg Close — Range —
Q4 2023
Shares 149,310 Value ($000) $26,871 Avg Close — Range —
Q3 2023
Shares 143,276 Value ($000) $22,851 Avg Close — Range —
Q2 2023
Shares 136,008 Value ($000) $22,496 Avg Close — Range —
Q1 2023
Shares 128,774 Value ($000) $20,444 Avg Close — Range —
Q4 2022
Shares 121,626 Value ($000) $19,314 Avg Close — Range —
Q2 2022
Shares 109,327 Value ($000) $16,379 Avg Close — Range —
Q1 2022
Shares 100,629 Value ($000) $17,705 Avg Close — Range —
Q4 2021
Shares 86,201 Value ($000) $15,417 Avg Close — Range —