VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

Cornerstone Planning, LLC's Holding History (CIK: 0001802105)

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

Q4 2025
Shares 1,799 Value ($000) $1,128 Avg Close — Range —
Q4 2024
Shares 957 Value ($000) $516 Avg Close — Range —