REBALANCE, LLC: VTI position timeline

REBALANCE, LLC held 703,210 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 703,210 shares

   Change vs previous 13F -37,346 shares

   13.64% of the 13F portfolio, value $260,215,934.

   13F-HR 0001811052-26-000007 filed by REBALANCE, LLC
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 740,556 shares

   Change vs previous 13F -5,795 shares

   13.79% of the 13F portfolio, value $237,577,618.

   13F-HR 0001811052-26-000006 filed by REBALANCE, LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 746,351 shares

   Change vs previous 13F -6,208 shares

   14.63% of the 13F portfolio, value $250,229,034.

   13F-HR 0001811052-26-000002 filed by REBALANCE, LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 752,559 shares

   Change vs previous 13F +8,036 shares

   14.9% of the 13F portfolio, value $246,967,188.

   13F-HR 0001811052-25-000007 filed by REBALANCE, LLC
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 744,523 shares

   Change vs previous 13F +85,635 shares

   15.37% of the 13F portfolio, value $226,282,874.

   13F-HR 0001811052-25-000006 filed by REBALANCE, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 658,888 shares

   Change vs previous 13F +11,505 shares

   13.33% of the 13F portfolio, value $181,088,773.

   13F-HR 0001811052-25-000005 filed by REBALANCE, LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 647,383 shares

   Change vs previous 13F -6,607 shares

   14.02% of the 13F portfolio, value $187,617,986.

   13F-HR 0001811052-25-000002 filed by REBALANCE, LLC
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 653,990 shares

   Change vs previous 13F not available

   13.57% of the 13F portfolio, value $185,183,888.

   13F-HR 0001811052-24-000008 filed by REBALANCE, LLC
   Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).