VANGUARD INDEX FDS

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

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

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

Q4 2025
Shares 3,612 Value ($000) $765 Avg Close — Range —
Q3 2025
Shares 6,145 Value ($000) $1,283 Avg Close — Range —
Q2 2025
Shares 3,286 Value ($000) $641 Avg Close — Range —
Q1 2025
Shares 3,477 Value ($000) $648 Avg Close — Range —
Q4 2024
Shares 9,269 Value ($000) $1,837 Avg Close — Range —
Q3 2024
Shares 9,241 Value ($000) $1,855 Avg Close — Range —
Q2 2024
Shares 17,802 Value ($000) $3,249 Avg Close — Range —
Q1 2024
Shares 17,209 Value ($000) $3,302 Avg Close — Range —
Q4 2023
Shares 18,309 Value ($000) $3,295 Avg Close — Range —
Q3 2023
Shares 14,518 Value ($000) $2,316 Avg Close — Range —