VANGUARD INDEX FDS

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

Cherry Tree Wealth Management, LLC's Holding History (CIK: 0001985414)

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

Q4 2025
Shares 58,605 Value ($000) $12,412 Avg Close — Range —
Q3 2025
Shares 58,402 Value ($000) $12,189 Avg Close — Range —
Q2 2025
Shares 57,398 Value ($000) $11,193 Avg Close — Range —
Q1 2025
Shares 57,636 Value ($000) $10,737 Avg Close — Range —
Q4 2024
Shares 57,326 Value ($000) $11,361 Avg Close — Range —
Q3 2024
Shares 57,680 Value ($000) $11,581 Avg Close — Range —
Q2 2024
Shares 59,476 Value ($000) $10,856 Avg Close — Range —
Q1 2024
Shares 59,881 Value ($000) $11,490 Avg Close — Range —
Q4 2023
Shares 58,536 Value ($000) $10,535 Avg Close — Range —
Q3 2023
Shares 67,722 Value ($000) $10,801 Avg Close — Range —
Q2 2023
Shares 65,222 Value ($000) $10,788 Avg Close — Range —