Castle Rock Wealth Management, LLC

Position in VXF — Vanguard Extended Market ETF

CIK 1727605 WALNUT CREEK, CA

Position in VXF

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$355,828

-$5,113 QoQ

Shares Held

1,729

+0.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$355,828	1,729	+0.2%	Shares	Sole	2026-04-08
2025-12-31	$360,941	1,726	+0.2%	Shares	Sole	2026-02-05
2025-09-30	$360,692	1,723	+0.2%	Shares	Sole	2025-10-16
2025-06-30	$331,461	1,720	-2.7%	Shares	Sole	2025-07-23
2025-03-31	$304,383	1,767	+0.2%	Shares	Sole	2025-04-09
2024-12-31	$335,124	1,764	-3.1%	Shares	Sole	2025-03-05
2024-09-30	$331,403	1,821	+0.3%	Shares	Sole	2024-10-09
2024-06-30	$306,353	1,815	0.0%	Shares	Sole	2024-07-12
2024-03-31	$318,115	1,815	-12.4%	Shares	Sole	2024-05-13
2023-12-31	$340,842	2,073	+0.2%	Shares	Sole	2024-01-09
2023-09-30	$296,549	2,069	+0.2%	Shares	Sole	2023-10-11
2023-06-30	$307,333	2,065	+0.1%	Shares	Sole	2023-07-11
2023-03-31	$289,092	2,062	+0.1%	Shares	Sole	2023-05-12
2022-12-31	$273,558	2,059	-4.4%	Shares	Sole	2023-01-31
2022-09-30	$273,794	2,154	+0.1%	Shares	Sole	2022-10-14
2022-06-30	$281,996	2,151	+0.1%	Shares	Sole	2022-07-13
2022-03-31	$356,003	2,149	-7.3%	Shares	Sole	2022-04-25
2021-12-31	$423,869	2,318	-12.2%	Shares	Sole	2022-02-02
2021-09-30	$481,248	2,639	+0.0%	Shares	Sole	2021-11-12
2021-06-30	$497,500	2,638	+0.1%	Shares	Sole	2021-08-13
2021-03-31	$466,334	2,636	+9.5%	Shares	Sole	2021-04-27
2020-12-31	$396,549	2,408	+30.8%	Shares	Sole	2021-01-29
2020-06-30	$217,863	1,841	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.