VANGUARD INSTL INDEX FD

Ticker: VGUS CUSIP: 922040852 Class: ULTRA-SHORT TREA

Planning Center, Inc.'s Holding History (CIK: 0001910966)

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

Q4 2025
Shares 30,241 Value ($000) $2,282 Avg Close — Range —
Q3 2025
Shares 14,932 Value ($000) $1,130 Avg Close — Range —
Q2 2025
Shares 6,156 Value ($000) $465 Avg Close — Range —
Q1 2025
Shares 2,849 Value ($000) $215 Avg Close — Range —