VANGUARD WHITEHALL FDS

Ticker: VYM CUSIP: 921946406 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 2,112 Value ($000) $313 Avg Close — Range —
Q3 2025
Shares 2,129 Value ($000) $301 Avg Close — Range —
Q2 2025
Shares 2,302 Value ($000) $310 Avg Close — Range —
Q1 2025
Shares 2,357 Value ($000) $285 Avg Close — Range —
Q4 2024
Shares 2,410 Value ($000) $304 Avg Close — Range —
Q3 2024
Shares 2,638 Value ($000) $346 Avg Close — Range —
Q2 2024
Shares 2,677 Value ($000) $321 Avg Close — Range —
Q1 2024
Shares 2,722 Value ($000) $313 Avg Close — Range —
Q4 2023
Shares 2,897 Value ($000) $320 Avg Close — Range —
Q3 2023
Shares 2,889 Value ($000) $295 Avg Close — Range —
Q2 2023
Shares 2,888 Value ($000) $306 Avg Close — Range —
Q1 2023
Shares 2,865 Value ($000) $306 Avg Close — Range —
Q4 2022
Shares 2,945 Value ($000) $327 Avg Close — Range —