VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

Capital Planning Advisors, LLC's Holding History (CIK: 0001631941)

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

Q4 2025
Shares 13,517 Value ($000) $8,477 Avg Close — Range —
Q3 2025
Shares 13,136 Value ($000) $8,044 Avg Close — Range —
Q2 2025
Shares 12,868 Value ($000) $7,309 Avg Close — Range —
Q1 2025
Shares 12,166 Value ($000) $6,252 Avg Close — Range —
Q4 2024
Shares 11,299 Value ($000) $6,088 Avg Close — Range —
Q3 2024
Shares 10,084 Value ($000) $5,321 Avg Close — Range —
Q2 2024
Shares 9,135 Value ($000) $4,569 Avg Close — Range —
Q1 2024
Shares 6,807 Value ($000) $3,272 Avg Close — Range —
Q4 2023
Shares 5,947 Value ($000) $2,598 Avg Close — Range —
Q3 2023
Shares 2,417 Value ($000) $949 Avg Close — Range —
Q2 2023
Shares 1,354 Value ($000) $551 Avg Close — Range —
Q3 2022
Shares 831 Value ($000) $273 Avg Close — Range —
Q2 2022
Shares 761 Value ($000) $264 Avg Close — Range —
Q1 2022
Shares 811 Value ($000) $337 Avg Close — Range —
Q4 2021
Shares 861 Value ($000) $376 Avg Close — Range —
Q3 2021
Shares 740 Value ($000) $292 Avg Close — Range —
Q2 2021
Shares 740 Value ($000) $291 Avg Close — Range —
Q3 2019
Shares 55 Value ($000) $15 Avg Close — Range —