VANGUARD WORLD FDS

Ticker: VPU CUSIP: 92204A876 Class: UTILITIES ETF

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 5,135 Value ($000) $950 Avg Close — Range —
Q3 2025
Shares 4,825 Value ($000) $914 Avg Close — Range —
Q2 2025
Shares 4,796 Value ($000) $847 Avg Close — Range —
Q1 2025
Shares 2,286 Value ($000) $390 Avg Close — Range —
Q4 2024
Shares 2,464 Value ($000) $403 Avg Close — Range —
Q3 2024
Shares 2,412 Value ($000) $420 Avg Close — Range —
Q2 2024
Shares 2,489 Value ($000) $368 Avg Close — Range —
Q1 2024
Shares 1,542 Value ($000) $220 Avg Close — Range —