VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

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

Q4 2025
Shares 45,816 Value ($000) $12,789 Avg Close Range
Q3 2025
Shares 48,104 Value ($000) $14,132 Avg Close Range
Q2 2025
Shares 48,897 Value ($000) $13,906 Avg Close Range
Q1 2025
Shares 29,771 Value ($000) $7,283 Avg Close Range
Q4 2024
Shares 24,467 Value ($000) $6,209 Avg Close Range
Q3 2024
Shares 25,208 Value ($000) $6,137 Avg Close Range
Q2 2024
Shares 32,670 Value ($000) $7,500 Avg Close Range
Q1 2024
Shares 34,187 Value ($000) $8,061 Avg Close Range
Q4 2023
Shares 36,609 Value ($000) $8,038 Avg Close Range
Q3 2023
Shares 41,231 Value ($000) $8,031 Avg Close Range
Q2 2023
Shares 38,161 Value ($000) $7,852 Avg Close Range
Q1 2023
Shares 38,496 Value ($000) $7,502 Avg Close Range
Q4 2022
Shares 38,177 Value ($000) $6,863 Avg Close Range
Q3 2022
Shares 36,089 Value ($000) $6,155 Avg Close Range
Q2 2022
Shares 39,044 Value ($000) $6,848 Avg Close Range
Q1 2022
Shares 5,918 Value ($000) $1,319 Avg Close Range
Q3 2018
Shares 41 Value ($000) $6 Avg Close Range
Q1 2018
Shares 41 Value ($000) $5 Avg Close Range