VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

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

Q4 2025
Shares 9,636 Value ($000) $6,073 Avg Close — Range —
Q3 2025
Shares 8,962 Value ($000) $5,533 Avg Close — Range —
Q2 2025
Shares 9,004 Value ($000) $5,134 Avg Close — Range —
Q1 2025
Shares 8,586 Value ($000) $4,212 Avg Close — Range —
Q4 2024
Shares 9,357 Value ($000) $4,996 Avg Close — Range —
Q3 2024
Shares 8,742 Value ($000) $4,679 Avg Close — Range —
Q2 2024
Shares 8,558 Value ($000) $4,414 Avg Close — Range —
Q1 2024
Shares 8,744 Value ($000) $4,047 Avg Close — Range —
Q4 2023
Shares 9,111 Value ($000) $3,990 Avg Close — Range —
Q3 2023
Shares 8,420 Value ($000) $3,300 Avg Close — Range —
Q2 2023
Shares 7,507 Value ($000) $3,057 Avg Close — Range —
Q1 2023
Shares 7,550 Value ($000) $2,883 Avg Close — Range —
Q4 2022
Shares 7,649 Value ($000) $2,902 Avg Close — Range —