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Lutz Financial Services LLC
> VBR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Vanguard Small-Cap Value ETF | VBR | 26,402 | -1,789 | 4,366,881,000 | -109,919,000 | $165,399.63 |
| 12/31/2022 | Vanguard Small-Cap Value ETF | VBR | 28,191 | -1,976 | 4,476,800,000 | 4,472,280,000 | $158,802.45 |
| 06/30/2022 | Vanguard Small-Cap Value ETF | VBR | 30,167 | 1,857 | 4,520,000 | -461,000 | $149.83 |
| 03/31/2022 | Vanguard Small-Cap Value ETF | VBR | 28,310 | -4,277 | 4,981,000 | -847,000 | $175.94 |
| 12/31/2021 | Vanguard Small-Cap Value ETF | VBR | 32,587 | -6,591 | 5,828,000 | -803,000 | $178.84 |
| 09/30/2021 | Vanguard Small-Cap Value ETF | VBR | 39,178 | 3,857 | 6,631,000 | 497,000 | $169.25 |
| 06/30/2021 | Vanguard Small-Cap Value ETF | VBR | 35,321 | -3,982 | 6,134,000 | 545,000 | $173.66 |
| 12/31/2020 | Vanguard Small-Cap Value ETF | VBR | 39,303 | 538 | 5,589,000 | 1,300,000 | $142.20 |
| 09/30/2020 | Vanguard Small-Cap Value ETF | VBR | 38,765 | 1,483 | 4,289,000 | 303,000 | $110.64 |
| 06/30/2020 | Vanguard Small-Cap Value ETF | VBR | 37,282 | -27,227 | 3,986,000 | -1,742,000 | $106.91 |
| 03/31/2020 | Vanguard Small-Cap Value ETF | VBR | 64,509 | 61,838 | 5,728,000 | 5,362,000 | $88.79 |
| 12/31/2019 | Vanguard Small-Cap Value ETF | VBR | 2,671 | 1 | 366,000 | 22,000 | $137.03 |
| 09/30/2019 | Vanguard Small-Cap Value ETF | VBR | 2,670 | 558 | 344,000 | 68,000 | $128.84 |
| 06/30/2019 | Vanguard Small-Cap Value ETF | VBR | 2,112 | 2,112 | 276,000 | 276,000 | $130.68 |
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