VANGUARD INDEX FDS

Ticker: VB CUSIP: 922908751 Class: Exchange Traded Fund

KWB Wealth's Holding History (CIK: 0001822236)

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

Q4 2025
Shares 1,267 Value ($000) $327 Avg Close — Range —
Q3 2025
Shares 1,267 Value ($000) $300 Avg Close — Range —
Q2 2025
Shares 1,267 Value ($000) $281 Avg Close — Range —
Q1 2025
Shares 1,267 Value ($000) $304 Avg Close — Range —
Q4 2024
Shares 1,267 Value ($000) $301 Avg Close — Range —
Q3 2024
Shares 1,267 Value ($000) $276 Avg Close — Range —
Q2 2024
Shares 1,329 Value ($000) $304 Avg Close — Range —
Q1 2024
Shares 1,329 Value ($000) $304 Avg Close — Range —
Q4 2023
Shares 1,350 Value ($000) $288 Avg Close — Range —
Q3 2023
Shares 1,350 Value ($000) $269 Avg Close — Range —
Q2 2023
Shares 1,350 Value ($000) $269 Avg Close — Range —
Q1 2023
Shares 1,772 Value ($000) $325 Avg Close — Range —
Q4 2022
Shares 1,772 Value ($000) $325 Avg Close — Range —
Q3 2022
Shares 1,814 Value ($000) $310 Avg Close — Range —
Q2 2022
Shares 1,814 Value ($000) $319 Avg Close — Range —
Q1 2022
Shares 1,841 Value ($000) $416 Avg Close — Range —
Q4 2021
Shares 1,841 Value ($000) $416 Avg Close — Range —
Q3 2021
Shares 1,868 Value ($000) $408 Avg Close — Range —
Q2 2021
Shares 1,851 Value ($000) $396 Avg Close — Range —
Q1 2021
Shares 1,851 Value ($000) $396 Avg Close — Range —
Q4 2020
Shares 1,851 Value ($000) $360 Avg Close — Range —