VANGUARD INDEX FDS

Ticker: VOE CUSIP: 922908512 Class: MCAP VL IDXVIP

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q3 2025
Shares 2,663 Value ($000) $465 Avg Close Range
Q2 2025
Shares 2,663 Value ($000) $438 Avg Close Range
Q1 2025
Shares 2,663 Value ($000) $428 Avg Close Range
Q4 2024
Shares 2,697 Value ($000) $436 Avg Close Range
Q3 2024
Shares 2,675 Value ($000) $449 Avg Close Range
Q2 2024
Shares 2,675 Value ($000) $402 Avg Close Range
Q1 2024
Shares 2,675 Value ($000) $417 Avg Close Range
Q4 2023
Shares 2,714 Value ($000) $394 Avg Close Range
Q3 2023
Shares 2,114 Value ($000) $277 Avg Close Range
Q2 2023
Shares 2,114 Value ($000) $293 Avg Close Range
Q1 2023
Shares 2,114 Value ($000) $283 Avg Close Range
Q4 2022
Shares 2,114 Value ($000) $286 Avg Close Range