VANGUARD INDEX FDS

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

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 3,126 Value ($000) $662 Avg Close — Range —
Q3 2025
Shares 2,758 Value ($000) $576 Avg Close — Range —
Q2 2025
Shares 2,768 Value ($000) $540 Avg Close — Range —
Q1 2025
Shares 2,849 Value ($000) $531 Avg Close — Range —
Q4 2024
Shares 2,615 Value ($000) $518 Avg Close — Range —
Q3 2024
Shares 2,446 Value ($000) $491 Avg Close — Range —
Q2 2024
Shares 2,460 Value ($000) $449 Avg Close — Range —