VANGUARD INDEX FDS

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

LWM ADVISORS INC's Holding History (CIK: 0002067328)

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

Q4 2025
Shares 1,544 Value ($000) $327 Avg Close — Range —
Q3 2025
Shares 1,544 Value ($000) $322 Avg Close — Range —
Q2 2025
Shares 1,545 Value ($000) $301 Avg Close — Range —
Q1 2025
Shares 1,545 Value ($000) $287 Avg Close — Range —
Q4 2024
Shares 1,295 Value ($000) $257 Avg Close — Range —