VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

BWM Planning, LLC's Holding History (CIK: 0002039698)

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

Q4 2025
Shares 1,618 Value ($000) $1,015 Avg Close — Range —
Q3 2025
Shares 791 Value ($000) $484 Avg Close — Range —
Q2 2025
Shares 789 Value ($000) $448 Avg Close — Range —
Q1 2025
Shares 789 Value ($000) $405 Avg Close — Range —
Q4 2024
Shares 844 Value ($000) $455 Avg Close — Range —
Q3 2024
Shares 791 Value ($000) $418 Avg Close — Range —