VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 84,447 Value ($000) $52,959 Avg Close Range
Q3 2025
Shares 80,283 Value ($000) $49,163 Avg Close Range
Q2 2025
Shares 82,796 Value ($000) $47,031 Avg Close Range
Q1 2025
Shares 70,482 Value ($000) $36,222 Avg Close Range
Q4 2024
Shares 56,114 Value ($000) $30,235 Avg Close Range
Q3 2024
Shares 32,551 Value ($000) $17,176 Avg Close Range
Q2 2024
Shares 19,273 Value ($000) $9,639 Avg Close Range
Q1 2024
Shares 11,477 Value ($000) $5,517 Avg Close Range
Q4 2023
Shares 5,265 Value ($000) $2,300 Avg Close Range
Q3 2023
Shares 1,225 Value ($000) $481 Avg Close Range
Q2 2023
Shares 989 Value ($000) $403 Avg Close Range