VANGUARD INDEX FDS

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

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 51,014 Value ($000) $10,804 Avg Close — Range —
Q3 2025
Shares 49,701 Value ($000) $10,373 Avg Close — Range —
Q2 2025
Shares 50,710 Value ($000) $9,889 Avg Close — Range —
Q1 2025
Shares 50,048 Value ($000) $9,323 Avg Close — Range —
Q4 2024
Shares 50,683 Value ($000) $10,044 Avg Close — Range —
Q3 2024
Shares 50,655 Value ($000) $10,170 Avg Close — Range —
Q2 2024
Shares 47,123 Value ($000) $8,601 Avg Close — Range —
Q1 2024
Shares 46,090 Value ($000) $8,844 Avg Close — Range —
Q4 2023
Shares 46,666 Value ($000) $8,398 Avg Close — Range —