VANGUARD INDEX FDS

Ticker: VTV CUSIP: 922908744 Class: VALUE ETF

BKM Wealth Management, LLC's Holding History (CIK: 0002007263)

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

Q4 2025
Shares 20,619 Value ($000) $3,938 Avg Close — Range —
Q3 2025
Shares 18,712 Value ($000) $3,490 Avg Close — Range —
Q2 2025
Shares 17,340 Value ($000) $3,065 Avg Close — Range —
Q1 2025
Shares 17,051 Value ($000) $2,945 Avg Close — Range —
Q4 2024
Shares 16,524 Value ($000) $2,798 Avg Close — Range —
Q3 2024
Shares 16,733 Value ($000) $2,921 Avg Close — Range —
Q2 2024
Shares 16,096 Value ($000) $2,582 Avg Close — Range —
Q1 2024
Shares 14,697 Value ($000) $2,394 Avg Close — Range —
Q4 2023
Shares 14,429 Value ($000) $2,157 Avg Close — Range —