VANGUARD SPECIALIZED FUNDS

Ticker: VIG CUSIP: 921908844 Class: DIV APP ETF

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

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

Q4 2025
Shares 2,339 Value ($000) $524 Avg Close Range
Q3 2025
Shares 2,373 Value ($000) $517 Avg Close Range
Q2 2025
Shares 2,550 Value ($000) $525 Avg Close Range
Q1 2025
Shares 2,606 Value ($000) $481 Avg Close Range
Q4 2024
Shares 2,618 Value ($000) $505 Avg Close Range
Q3 2024
Shares 2,811 Value ($000) $565 Avg Close Range
Q2 2024
Shares 2,847 Value ($000) $528 Avg Close Range
Q1 2024
Shares 2,844 Value ($000) $495 Avg Close Range