VANGUARD INDEX FDS

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

Discipline Wealth Solutions, LLC's Holding History (CIK: 0002010507)

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

Q4 2025
Shares 87,397 Value ($000) $18,510 Avg Close — Range —
Q3 2025
Shares 21,662 Value ($000) $4,521 Avg Close — Range —
Q2 2025
Shares 13,118 Value ($000) $2,558 Avg Close — Range —
Q1 2025
Shares 5,092 Value ($000) $949 Avg Close — Range —
Q4 2024
Shares 6,012 Value ($000) $1,191 Avg Close — Range —
Q3 2024
Shares 6,669 Value ($000) $1,339 Avg Close — Range —
Q2 2024
Shares 4,961 Value ($000) $906 Avg Close — Range —
Q1 2024
Shares 2,247 Value ($000) $427 Avg Close — Range —
Q4 2023
Shares 3,445 Value ($000) $609 Avg Close — Range —