VANGUARD INDEX FDS

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

BKM Wealth Management, LLC's Holding History (CIK: 0002007263)

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

Q4 2025
Shares 6,317 Value ($000) $1,338 Avg Close — Range —
Q3 2025
Shares 5,407 Value ($000) $1,129 Avg Close — Range —
Q2 2025
Shares 5,046 Value ($000) $984 Avg Close — Range —
Q1 2025
Shares 4,814 Value ($000) $897 Avg Close — Range —
Q4 2024
Shares 4,366 Value ($000) $865 Avg Close — Range —
Q3 2024
Shares 4,446 Value ($000) $893 Avg Close — Range —
Q2 2024
Shares 4,138 Value ($000) $755 Avg Close — Range —
Q1 2024
Shares 3,721 Value ($000) $714 Avg Close — Range —
Q4 2023
Shares 3,648 Value ($000) $657 Avg Close — Range —