VANGUARD WORLD FDS

Ticker: VGT CUSIP: 92204A702 Class: ETF

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 590 Value ($000) $444 Avg Close — Range —
Q3 2025
Shares 691 Value ($000) $516 Avg Close — Range —
Q2 2025
Shares 819 Value ($000) $543 Avg Close — Range —
Q1 2025
Shares 616 Value ($000) $334 Avg Close — Range —
Q4 2024
Shares 596 Value ($000) $370 Avg Close — Range —
Q3 2024
Shares 561 Value ($000) $329 Avg Close — Range —