VANGUARD INDEX FDS

Ticker: VTV CUSIP: 922908744 Class: VALUE ETF

Financial Synergies Wealth Advisors, Inc.'s Holding History (CIK: 0002017868)

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

Q4 2025
Shares 539,758 Value ($000) $103,088 Avg Close — Range —
Q3 2025
Shares 523,872 Value ($000) $97,699 Avg Close — Range —
Q2 2025
Shares 511,708 Value ($000) $90,441 Avg Close — Range —
Q1 2025
Shares 506,072 Value ($000) $87,419 Avg Close — Range —
Q4 2024
Shares 491,016 Value ($000) $83,129 Avg Close — Range —
Q3 2024
Shares 480,678 Value ($000) $83,912 Avg Close — Range —
Q2 2024
Shares 466,776 Value ($000) $74,878 Avg Close — Range —
Q1 2024
Shares 461,918 Value ($000) $75,228 Avg Close — Range —
Q4 2023
Shares 454,787 Value ($000) $63,838 Avg Close — Range —
Q3 2023
Shares 456,919 Value ($000) $63,023 Avg Close — Range —
Q2 2023
Shares 450,360 Value ($000) $63,996 Avg Close — Range —
Q1 2023
Shares 443,499 Value ($000) $61,252 Avg Close — Range —
Q4 2022
Shares 454,787 Value ($000) $63,838 Avg Close — Range —
Q3 2022
Shares 447,831 Value ($000) $55,298 Avg Close — Range —
Q2 2022
Shares 449,603 Value ($000) $59,294 Avg Close — Range —
Q1 2022
Shares 431,359 Value ($000) $63,746 Avg Close — Range —
Q4 2021
Shares 441,109 Value ($000) $64,892 Avg Close — Range —
Q3 2021
Shares 440,165 Value ($000) $59,585 Avg Close — Range —
Q2 2021
Shares 434,219 Value ($000) $59,688 Avg Close — Range —
Q1 2021
Shares 412,071 Value ($000) $54,171 Avg Close — Range —
Q4 2020
Shares 394,112 Value ($000) $46,884 Avg Close — Range —
Q3 2020
Shares 158,441 Value ($000) $16,559 Avg Close — Range —
Q2 2020
Shares 4,565 Value ($000) $455 Avg Close — Range —
Q4 2019
Shares 2,117 Value ($000) $254 Avg Close — Range —
Q3 2019
Shares 2,350 Value ($000) $262 Avg Close — Range —
Q2 2019
Shares 2,243 Value ($000) $249 Avg Close — Range —
Q1 2019
Shares 2,641 Value ($000) $284 Avg Close — Range —