VANGUARD INDEX FDS

Ticker: VO CUSIP: 922908629 Class: MID CAP ETF

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q4 2025
Shares 10,301 Value ($000) $2,990 Avg Close — Range —
Q3 2025
Shares 9,037 Value ($000) $2,664 Avg Close — Range —
Q2 2025
Shares 8,762 Value ($000) $2,461 Avg Close — Range —
Q1 2025
Shares 9,290 Value ($000) $2,403 Avg Close — Range —
Q4 2024
Shares 8,802 Value ($000) $2,325 Avg Close — Range —
Q3 2024
Shares 8,924 Value ($000) $2,354 Avg Close — Range —
Q2 2024
Shares 5,943 Value ($000) $1,444 Avg Close — Range —
Q1 2024
Shares 2,466 Value ($000) $616 Avg Close — Range —
Q4 2023
Shares 2,465 Value ($000) $573 Avg Close — Range —
Q3 2023
Shares 2,423 Value ($000) $504 Avg Close — Range —
Q1 2023
Shares 1,187 Value ($000) $250 Avg Close — Range —
Q2 2022
Shares 1,168 Value ($000) $230 Avg Close — Range —
Q1 2022
Shares 906 Value ($000) $215 Avg Close — Range —
Q4 2021
Shares 967 Value ($000) $246 Avg Close — Range —