VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

Plan Group Financial, LLC's Holding History (CIK: 0001940033)

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

Q4 2025
Shares 27,535 Value ($000) $17,268 Avg Close Range
Q3 2025
Shares 27,971 Value ($000) $17,129 Avg Close Range
Q2 2025
Shares 32,284 Value ($000) $18,338 Avg Close Range
Q1 2025
Shares 39,248 Value ($000) $20,170 Avg Close Range
Q4 2024
Shares 30,155 Value ($000) $16,248 Avg Close Range
Q3 2024
Shares 30,913 Value ($000) $16,312 Avg Close Range
Q2 2024
Shares 30,297 Value ($000) $15,153 Avg Close Range
Q1 2024
Shares 27,670 Value ($000) $13,301 Avg Close Range
Q4 2023
Shares 21,847 Value ($000) $9,543 Avg Close Range
Q3 2023
Shares 18,346 Value ($000) $7,204 Avg Close Range
Q2 2023
Shares 8,339 Value ($000) $3,396 Avg Close Range
Q2 2022
Shares 3,849 Value ($000) $1,374 Avg Close Range