VANGUARD MALVERN FDS

Ticker: VTIP CUSIP: 922020805 Class: STRM INFPROIDX

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

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

Q4 2025
Shares 115,356 Value ($000) $5,706 Avg Close Range
Q3 2025
Shares 119,501 Value ($000) $6,050 Avg Close Range
Q2 2025
Shares 114,552 Value ($000) $5,759 Avg Close Range
Q1 2025
Shares 112,121 Value ($000) $5,595 Avg Close Range
Q4 2024
Shares 6,826,984 Value ($000) $333,576 Avg Close Range
Q3 2024
Shares 105,451 Value ($000) $5,200 Avg Close Range
Q2 2024
Shares 105,510 Value ($000) $5,121 Avg Close Range
Q1 2024
Shares 104,140 Value ($000) $4,946 Avg Close Range
Q4 2023
Shares 103,802 Value ($000) $4,930 Avg Close Range
Q3 2023
Shares 108,258 Value ($000) $5,117 Avg Close Range
Q2 2023
Shares 110,474 Value ($000) $5,238 Avg Close Range
Q1 2023
Shares 110,674 Value ($000) $5,274 Avg Close Range
Q4 2022
Shares 141,319 Value ($000) $6,727 Avg Close Range
Q3 2022
Shares 7,163 Value ($000) $344 Avg Close Range