VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 439 Value ($000) $275 Avg Close — Range —
Q3 2025
Shares 438 Value ($000) $268 Avg Close — Range —
Q2 2025
Shares 443 Value ($000) $252 Avg Close — Range —
Q1 2025
Shares 454 Value ($000) $233 Avg Close — Range —
Q4 2024
Shares 448 Value ($000) $241 Avg Close — Range —
Q3 2024
Shares 461 Value ($000) $243 Avg Close — Range —
Q2 2024
Shares 413 Value ($000) $206 Avg Close — Range —
Q2 2023
Shares 849 Value ($000) $346 Avg Close — Range —