VANGUARD INDEX FDS

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

Balance Wealth, LLC's Holding History (CIK: 0002065247)

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

Q4 2025
Shares 47,740 Value ($000) $10,111 Avg Close — Range —
Q3 2025
Shares 100,413 Value ($000) $20,957 Avg Close — Range —