VANGUARD INDEX FDS

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

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q4 2025
Shares 8,527 Value ($000) $1,913 Avg Close Range
Q3 2025
Shares 5,749 Value ($000) $1,194 Avg Close Range
Q2 2025
Shares 1,244 Value ($000) $247 Avg Close Range
Q1 2025
Shares 1,244 Value ($000) $232 Avg Close Range
Q4 2024
Shares 1,244 Value ($000) $246 Avg Close Range
Q3 2024
Shares 1,244 Value ($000) $250 Avg Close Range
Q2 2024
Shares 1,244 Value ($000) $227 Avg Close Range
Q1 2024
Shares 1,244 Value ($000) $239 Avg Close Range
Q4 2023
Shares 1,244 Value ($000) $224 Avg Close Range