VANGUARD INDEX FDS

Ticker: VB CUSIP: 922908751 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 17,050 Value ($000) $4,398 Avg Close — Range —
Q3 2025
Shares 17,159 Value ($000) $4,377 Avg Close — Range —
Q2 2025
Shares 34,690 Value ($000) $8,248 Avg Close — Range —
Q1 2025
Shares 36,261 Value ($000) $8,041 Avg Close — Range —
Q4 2024
Shares 36,959 Value ($000) $8,881 Avg Close — Range —
Q3 2024
Shares 46,470 Value ($000) $11,052 Avg Close — Range —
Q2 2024
Shares 3,741 Value ($000) $819 Avg Close — Range —
Q1 2024
Shares 4,615 Value ($000) $1,055 Avg Close — Range —
Q4 2023
Shares 4,732 Value ($000) $1,010 Avg Close — Range —
Q3 2023
Shares 9,674 Value ($000) $1,829 Avg Close — Range —
Q2 2023
Shares 14,965 Value ($000) $2,976 Avg Close — Range —
Q1 2023
Shares 16,059 Value ($000) $3,044 Avg Close — Range —
Q4 2022
Shares 24,115 Value ($000) $4,426 Avg Close — Range —
Q3 2022
Shares 15,449 Value ($000) $2,640 Avg Close — Range —
Q2 2022
Shares 32,119 Value ($000) $5,656 Avg Close — Range —
Q1 2022
Shares 14,560 Value ($000) $3,094 Avg Close — Range —
Q4 2021
Shares 22,079 Value ($000) $4,990 Avg Close — Range —