VANGUARD BD INDEX FDS

Ticker: BSV CUSIP: 921937827 Class: SHORT TRM BOND

Essential Planning, LLC.'s Holding History (CIK: 0001949824)

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

Q4 2025
Shares 95,869 Value ($000) $7,555 Avg Close — Range —
Q3 2025
Shares 91,134 Value ($000) $7,191 Avg Close — Range —
Q2 2025
Shares 86,764 Value ($000) $6,828 Avg Close — Range —
Q1 2025
Shares 83,199 Value ($000) $6,513 Avg Close — Range —
Q4 2024
Shares 4,825,007 Value ($000) $374,535 Avg Close — Range —
Q3 2024
Shares 73,394 Value ($000) $5,775 Avg Close — Range —
Q2 2024
Shares 72,476 Value ($000) $5,559 Avg Close — Range —
Q1 2024
Shares 66,420 Value ($000) $5,116 Avg Close — Range —
Q4 2023
Shares 66,376 Value ($000) $5,112 Avg Close — Range —
Q3 2023
Shares 70,969 Value ($000) $5,332 Avg Close — Range —
Q2 2023
Shares 73,217 Value ($000) $5,532 Avg Close — Range —
Q1 2023
Shares 72,312 Value ($000) $5,510 Avg Close — Range —
Q4 2022
Shares 71,709 Value ($000) $5,343 Avg Close — Range —