VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

Next Level Wealth Planning, LLC's Holding History (CIK: 0002044208)

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

Q4 2025
Shares 93,333 Value ($000) $58,532 Avg Close Range
Q3 2025
Shares 90,914 Value ($000) $55,674 Avg Close Range
Q2 2025
Shares 86,626 Value ($000) $49,206 Avg Close Range
Q1 2025
Shares 81,276 Value ($000) $41,769 Avg Close Range
Q4 2024
Shares 76,639 Value ($000) $41,293 Avg Close Range