VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

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

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

Q4 2025
Shares 4,016 Value ($000) $1,121 Avg Close — Range —
Q3 2025
Shares 64,943 Value ($000) $19,080 Avg Close — Range —
Q2 2025
Shares 65,148 Value ($000) $18,528 Avg Close — Range —
Q1 2025
Shares 63,860 Value ($000) $15,623 Avg Close — Range —
Q4 2024
Shares 63,994 Value ($000) $16,239 Avg Close — Range —
Q3 2024
Shares 63,373 Value ($000) $15,429 Avg Close — Range —
Q2 2024
Shares 61,757 Value ($000) $14,797 Avg Close — Range —
Q1 2024
Shares 60,657 Value ($000) $14,302 Avg Close — Range —
Q4 2023
Shares 60,471 Value ($000) $13,278 Avg Close — Range —
Q3 2023
Shares 58,537 Value ($000) $11,401 Avg Close — Range —
Q2 2023
Shares 56,621 Value ($000) $11,651 Avg Close — Range —
Q1 2023
Shares 55,015 Value ($000) $10,722 Avg Close — Range —
Q4 2022
Shares 49,332 Value ($000) $8,868 Avg Close — Range —
Q3 2022
Shares 47,529 Value ($000) $8,106 Avg Close — Range —
Q2 2022
Shares 41,206 Value ($000) $7,227 Avg Close — Range —
Q1 2022
Shares 38,498 Value ($000) $8,578 Avg Close — Range —
Q4 2021
Shares 19,846 Value ($000) $2,833 Avg Close — Range —
Q3 2021
Shares 32,190 Value ($000) $7,606 Avg Close — Range —
Q2 2021
Shares 30,303 Value ($000) $7,162 Avg Close — Range —
Q1 2021
Shares 27,781 Value ($000) $5,962 Avg Close — Range —
Q4 2020
Shares 25,991 Value ($000) $5,512 Avg Close — Range —
Q3 2020
Shares 25,308 Value ($000) $4,559 Avg Close — Range —
Q2 2020
Shares 27,102 Value ($000) $4,474 Avg Close — Range —
Q1 2020
Shares 25,415 Value ($000) $3,220 Avg Close — Range —
Q4 2019
Shares 18,135 Value ($000) $2,879 Avg Close — Range —
Q3 2019
Shares 18,745 Value ($000) $2,776 Avg Close — Range —
Q2 2019
Shares 19,273 Value ($000) $2,878 Avg Close — Range —
Q1 2019
Shares 19,846 Value ($000) $2,833 Avg Close — Range —
Q4 2018
Shares 20,188 Value ($000) $2,416 Avg Close — Range —