VANGUARD INDEX FDS

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

Financial Synergies Wealth Advisors, Inc.'s Holding History (CIK: 0002017868)

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

Q4 2025
Shares 60,086 Value ($000) $12,726 Avg Close — Range —
Q3 2025
Shares 59,624 Value ($000) $12,448 Avg Close — Range —
Q2 2025
Shares 59,549 Value ($000) $11,616 Avg Close — Range —
Q1 2025
Shares 60,505 Value ($000) $11,271 Avg Close — Range —
Q4 2024
Shares 60,472 Value ($000) $11,984 Avg Close — Range —
Q3 2024
Shares 60,560 Value ($000) $12,159 Avg Close — Range —
Q2 2024
Shares 61,086 Value ($000) $11,153 Avg Close — Range —
Q1 2024
Shares 67,303 Value ($000) $12,914 Avg Close — Range —
Q4 2023
Shares 119,056 Value ($000) $18,906 Avg Close — Range —
Q3 2023
Shares 75,583 Value ($000) $12,055 Avg Close — Range —
Q2 2023
Shares 79,265 Value ($000) $13,110 Avg Close — Range —
Q1 2023
Shares 117,696 Value ($000) $18,685 Avg Close — Range —
Q4 2022
Shares 119,056 Value ($000) $18,906 Avg Close — Range —
Q3 2022
Shares 118,126 Value ($000) $16,939 Avg Close — Range —
Q2 2022
Shares 123,341 Value ($000) $18,479 Avg Close — Range —
Q1 2022
Shares 134,684 Value ($000) $23,696 Avg Close — Range —
Q4 2021
Shares 138,287 Value ($000) $24,733 Avg Close — Range —
Q3 2021
Shares 146,424 Value ($000) $24,784 Avg Close — Range —
Q2 2021
Shares 154,541 Value ($000) $26,838 Avg Close — Range —
Q1 2021
Shares 155,041 Value ($000) $25,676 Avg Close — Range —
Q4 2020
Shares 154,766 Value ($000) $22,009 Avg Close — Range —
Q3 2020
Shares 202,773 Value ($000) $22,433 Avg Close — Range —
Q2 2020
Shares 249,309 Value ($000) $26,656 Avg Close — Range —