VANGUARD INDEX FDS

Ticker: VTV CUSIP: 922908744 Class: VALUE ETF

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

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

Q4 2025
Shares 128,907 Value ($000) $24,620 Avg Close — Range —
Q3 2025
Shares 128,523 Value ($000) $24,089 Avg Close — Range —
Q2 2025
Shares 134,073 Value ($000) $23,825 Avg Close — Range —
Q1 2025
Shares 133,006 Value ($000) $22,976 Avg Close — Range —
Q4 2024
Shares 130,972 Value ($000) $22,174 Avg Close — Range —
Q3 2024
Shares 132,927 Value ($000) $23,205 Avg Close — Range —
Q2 2024
Shares 25,347 Value ($000) $4,092 Avg Close — Range —
Q1 2024
Shares 24,492 Value ($000) $3,989 Avg Close — Range —
Q4 2023
Shares 26,754 Value ($000) $4,000 Avg Close — Range —
Q3 2023
Shares 29,649 Value ($000) $4,089 Avg Close — Range —
Q2 2023
Shares 53,237 Value ($000) $7,565 Avg Close — Range —
Q1 2023
Shares 93,528 Value ($000) $12,917 Avg Close — Range —
Q4 2022
Shares 143,483 Value ($000) $20,141 Avg Close — Range —
Q3 2022
Shares 55,036 Value ($000) $6,795 Avg Close — Range —
Q2 2022
Shares 71,641 Value ($000) $9,448 Avg Close — Range —
Q1 2022
Shares 29,652 Value ($000) $4,381 Avg Close — Range —
Q4 2021
Shares 66,245 Value ($000) $9,745 Avg Close — Range —
Q3 2021
Shares 87,651 Value ($000) $11,865 Avg Close — Range —
Q2 2021
Shares 76,243 Value ($000) $10,480 Avg Close — Range —
Q1 2020
Shares 3,667 Value ($000) $327 Avg Close — Range —
Q3 2019
Shares 2,560 Value ($000) $286 Avg Close — Range —