VANGUARD INDEX FDS

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

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 7,271 Value ($000) $1,540 Avg Close — Range —
Q3 2025
Shares 7,037 Value ($000) $1,469 Avg Close — Range —
Q2 2025
Shares 4,012 Value ($000) $782 Avg Close — Range —
Q1 2025
Shares 3,890 Value ($000) $725 Avg Close — Range —
Q4 2024
Shares 3,617 Value ($000) $717 Avg Close — Range —
Q3 2024
Shares 4,501 Value ($000) $904 Avg Close — Range —
Q4 2023
Shares 1,148 Value ($000) $207 Avg Close — Range —