VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

RF&L WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001965915)

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

Q4 2025
Shares 15,606 Value ($000) $5,232 Avg Close — Range —
Q3 2025
Shares 15,650 Value ($000) $5,136 Avg Close — Range —
Q2 2025
Shares 15,615 Value ($000) $4,746 Avg Close — Range —
Q1 2025
Shares 15,740 Value ($000) $4,326 Avg Close — Range —
Q4 2024
Shares 15,724 Value ($000) $4,557 Avg Close — Range —
Q3 2024
Shares 15,968 Value ($000) $4,522 Avg Close — Range —
Q2 2024
Shares 16,143 Value ($000) $4,318 Avg Close — Range —
Q1 2024
Shares 16,275 Value ($000) $4,230 Avg Close — Range —
Q4 2023
Shares 16,870 Value ($000) $4,002 Avg Close — Range —
Q3 2023
Shares 16,969 Value ($000) $3,604 Avg Close — Range —
Q2 2023
Shares 17,108 Value ($000) $3,769 Avg Close — Range —
Q1 2023
Shares 18,019 Value ($000) $3,678 Avg Close — Range —
Q4 2022
Shares 18,128 Value ($000) $3,466 Avg Close — Range —