VANGUARD INDEX FDS

Ticker: VUG CUSIP: 922908736 Class: GROWTH ETF

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

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

Q4 2025
Shares 38,624 Value ($000) $18,843 Avg Close — Range —
Q3 2025
Shares 47,249 Value ($000) $22,685 Avg Close — Range —
Q2 2025
Shares 51,892 Value ($000) $22,758 Avg Close — Range —
Q1 2025
Shares 40,399 Value ($000) $14,981 Avg Close — Range —
Q4 2024
Shares 59,712 Value ($000) $24,508 Avg Close — Range —
Q3 2024
Shares 73,573 Value ($000) $28,247 Avg Close — Range —
Q2 2024
Shares 84,178 Value ($000) $31,522 Avg Close — Range —
Q1 2024
Shares 83,521 Value ($000) $28,748 Avg Close — Range —
Q4 2023
Shares 92,718 Value ($000) $28,824 Avg Close — Range —
Q3 2023
Shares 89,504 Value ($000) $24,373 Avg Close — Range —
Q2 2023
Shares 90,645 Value ($000) $25,649 Avg Close — Range —
Q1 2023
Shares 73,750 Value ($000) $18,396 Avg Close — Range —
Q4 2022
Shares 67,938 Value ($000) $14,478 Avg Close — Range —
Q3 2022
Shares 62,860 Value ($000) $13,448 Avg Close — Range —
Q2 2022
Shares 75,120 Value ($000) $16,743 Avg Close — Range —
Q1 2022
Shares 50,225 Value ($000) $14,444 Avg Close — Range —
Q4 2021
Shares 47,376 Value ($000) $15,203 Avg Close — Range —
Q3 2021
Shares 43,025 Value ($000) $12,484 Avg Close — Range —
Q2 2021
Shares 42,677 Value ($000) $12,240 Avg Close — Range —
Q1 2021
Shares 44,539 Value ($000) $11,448 Avg Close — Range —
Q4 2020
Shares 45,019 Value ($000) $11,405 Avg Close — Range —
Q3 2020
Shares 44,122 Value ($000) $10,042 Avg Close — Range —
Q2 2020
Shares 40,950 Value ($000) $8,275 Avg Close — Range —
Q1 2020
Shares 29,314 Value ($000) $4,593 Avg Close — Range —
Q4 2019
Shares 27,478 Value ($000) $5,005 Avg Close — Range —
Q3 2019
Shares 27,627 Value ($000) $4,594 Avg Close — Range —
Q2 2019
Shares 24,702 Value ($000) $4,046 Avg Close — Range —
Q1 2019
Shares 24,699 Value ($000) $3,874 Avg Close — Range —
Q4 2018
Shares 24,941 Value ($000) $3,350 Avg Close — Range —