VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

Essential Planning, LLC.'s Holding History (CIK: 0001949824)

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

Q4 2025
Shares 967 Value ($000) $606 Avg Close — Range —
Q3 2025
Shares 1,052 Value ($000) $644 Avg Close — Range —
Q2 2025
Shares 1,051 Value ($000) $597 Avg Close — Range —
Q1 2025
Shares 1,051 Value ($000) $540 Avg Close — Range —
Q4 2024
Shares 73,197 Value ($000) $39,635 Avg Close — Range —
Q3 2024
Shares 1,288 Value ($000) $680 Avg Close — Range —
Q2 2024
Shares 1,291 Value ($000) $646 Avg Close — Range —
Q1 2024
Shares 1,087 Value ($000) $475 Avg Close — Range —
Q4 2023
Shares 1,087 Value ($000) $475 Avg Close — Range —
Q3 2023
Shares 743 Value ($000) $292 Avg Close — Range —
Q2 2023
Shares 580 Value ($000) $236 Avg Close — Range —
Q1 2023
Shares 570 Value ($000) $215 Avg Close — Range —