VANGUARD INDEX FDS

Ticker: VOE CUSIP: 922908512 Class: MCAP VL IDXVIP

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q4 2025
Shares 9,877 Value ($000) $1,752 Avg Close Range
Q3 2025
Shares 173,377 Value ($000) $30,268 Avg Close Range
Q2 2025
Shares 168,612 Value ($000) $27,730 Avg Close Range
Q1 2025
Shares 163,750 Value ($000) $26,288 Avg Close Range
Q4 2024
Shares 160,045 Value ($000) $25,890 Avg Close Range
Q3 2024
Shares 159,127 Value ($000) $26,681 Avg Close Range
Q2 2024
Shares 156,710 Value ($000) $24,743 Avg Close Range
Q1 2024
Shares 152,368 Value ($000) $23,756 Avg Close Range
Q4 2023
Shares 150,846 Value ($000) $21,874 Avg Close Range
Q3 2023
Shares 142,367 Value ($000) $18,644 Avg Close Range
Q2 2023
Shares 137,108 Value ($000) $18,973 Avg Close Range
Q1 2023
Shares 130,097 Value ($000) $17,442 Avg Close Range
Q4 2022
Shares 120,756 Value ($000) $16,331 Avg Close Range
Q3 2022
Shares 125,064 Value ($000) $15,229 Avg Close Range
Q2 2022
Shares 112,411 Value ($000) $14,559 Avg Close Range
Q1 2022
Shares 108,126 Value ($000) $16,183 Avg Close Range
Q4 2021
Shares 48,264 Value ($000) $5,207 Avg Close Range
Q3 2021
Shares 95,880 Value ($000) $13,386 Avg Close Range
Q2 2021
Shares 89,990 Value ($000) $12,644 Avg Close Range
Q1 2021
Shares 88,828 Value ($000) $11,980 Avg Close Range
Q4 2020
Shares 85,365 Value ($000) $10,155 Avg Close Range
Q3 2020
Shares 83,717 Value ($000) $8,486 Avg Close Range
Q2 2020
Shares 82,916 Value ($000) $7,935 Avg Close Range
Q1 2020
Shares 80,335 Value ($000) $6,530 Avg Close Range
Q4 2019
Shares 46,918 Value ($000) $5,592 Avg Close Range
Q3 2019
Shares 47,202 Value ($000) $5,334 Avg Close Range
Q2 2019
Shares 48,133 Value ($000) $5,359 Avg Close Range
Q1 2019
Shares 48,264 Value ($000) $5,207 Avg Close Range
Q4 2018
Shares 49,476 Value ($000) $4,713 Avg Close Range