VANGUARD INDEX FDS

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

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

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

Q4 2025
Shares 2,178 Value ($000) $461 Avg Close — Range —
Q3 2025
Shares 2,443 Value ($000) $510 Avg Close — Range —
Q2 2025
Shares 4,085 Value ($000) $797 Avg Close — Range —
Q1 2025
Shares 6,613 Value ($000) $1,234 Avg Close — Range —
Q4 2024
Shares 6,614 Value ($000) $1,311 Avg Close — Range —
Q3 2024
Shares 2,090 Value ($000) $420 Avg Close — Range —
Q4 2023
Shares 1,193 Value ($000) $215 Avg Close — Range —
Q1 2023
Shares 1,872 Value ($000) $297 Avg Close — Range —