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Robertson Stephens Wealth Management, LLC
> VTV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | VANGUARD INDEX FUNDS | VTV | 53,237 | -40,291 | 7,564,945,000 | -5,352,230,000 | $142,099.39 |
| 03/31/2023 | VANGUARD INDEX FUNDS | VTV | 93,528 | -49,955 | 12,917,175,000 | -7,223,542,000 | $138,110.25 |
| 12/31/2022 | VANGUARD INDEX FUNDS | VTV | 143,483 | 88,447 | 20,140,717,000 | 20,133,922,000 | $140,370.06 |
| 09/30/2022 | VANGUARD INDEX FUNDS | VTV | 55,036 | -16,605 | 6,795,000 | -2,653,000 | $123.46 |
| 06/30/2022 | VANGUARD INDEX FUNDS | VTV | 71,641 | 41,989 | 9,448,000 | 5,067,000 | $131.88 |
| 03/31/2022 | VANGUARD INDEX FUNDS | VTV | 29,652 | -57,999 | 4,381,000 | -7,484,000 | $147.75 |
| 09/30/2021 | VANGUARD INDEX FUNDS | VTV | 87,651 | 11,408 | 11,865,000 | 1,385,000 | $135.37 |
| 06/30/2021 | VANGUARD INDEX FUNDS | VTV | 76,243 | 76,243 | 10,480,000 | 10,480,000 | $137.46 |
| 06/30/2020 | VANGUARD INDEX FUNDS | VTV | 0 | -3,667 | 0 | -327,000 | |
| 03/31/2020 | VANGUARD INDEX FUNDS | VTV | 3,667 | 1,107 | 327,000 | 41,000 | $89.17 |
| 09/30/2019 | VANGUARD INDEX FUNDS | VTV | 2,560 | 2,560 | 286,000 | 286,000 | $111.72 |
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