VANGUARD INDEX FDS

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

Wealthspire Retirement, LLC's Holding History (CIK: 0002040084)

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

Q4 2025
Shares 11,648 Value ($000) $2,467 Avg Close — Range —
Q3 2025
Shares 10,607 Value ($000) $2,214 Avg Close — Range —
Q2 2025
Shares 10,632 Value ($000) $2,073 Avg Close — Range —
Q1 2025
Shares 10,643 Value ($000) $1,983 Avg Close — Range —
Q4 2024
Shares 13,874 Value ($000) $2,750 Avg Close — Range —
Q3 2024
Shares 13,166 Value ($000) $2,644 Avg Close — Range —
Q2 2024
Shares 12,841 Value ($000) $2,344 Avg Close — Range —
Q1 2024
Shares 9,217 Value ($000) $1,769 Avg Close — Range —
Q4 2023
Shares 11,510 Value ($000) $2,072 Avg Close — Range —
Q3 2023
Shares 10,798 Value ($000) $1,722 Avg Close — Range —
Q2 2023
Shares 12,574 Value ($000) $2,080 Avg Close — Range —
Q1 2023
Shares 18,304 Value ($000) $2,906 Avg Close — Range —
Q4 2022
Shares 18,217 Value ($000) $2,893 Avg Close — Range —
Q3 2022
Shares 21,268 Value ($000) $3,050 Avg Close — Range —
Q2 2022
Shares 23,451 Value ($000) $3,513 Avg Close — Range —
Q1 2022
Shares 23,183 Value ($000) $4,079 Avg Close — Range —
Q4 2021
Shares 4,500 Value ($000) $805 Avg Close — Range —
Q3 2021
Shares 3,866 Value ($000) $655 Avg Close — Range —
Q2 2021
Shares 6,134 Value ($000) $1,065 Avg Close — Range —
Q1 2021
Shares 3,408 Value ($000) $565 Avg Close — Range —