VANGUARD INDEX FDS

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

BWM Planning, LLC's Holding History (CIK: 0002039698)

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

Q4 2025
Shares 1,655 Value ($000) $351 Avg Close — Range —
Q3 2025
Shares 1,653 Value ($000) $345 Avg Close — Range —
Q2 2025
Shares 1,651 Value ($000) $322 Avg Close — Range —
Q1 2025
Shares 1,651 Value ($000) $308 Avg Close — Range —
Q4 2024
Shares 1,650 Value ($000) $327 Avg Close — Range —
Q3 2024
Shares 1,615 Value ($000) $324 Avg Close — Range —