VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

Falcon Wealth Planning's Holding History (CIK: 0001839850)

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

Q4 2025
Shares 5,501 Value ($000) $1,536 Avg Close — Range —
Q3 2025
Shares 5,616 Value ($000) $1,650 Avg Close — Range —
Q2 2025
Shares 6,248 Value ($000) $1,777 Avg Close — Range —
Q1 2025
Shares 7,934 Value ($000) $1,941 Avg Close — Range —
Q4 2024
Shares 7,140 Value ($000) $1,812 Avg Close — Range —
Q3 2024
Shares 7,330 Value ($000) $1,785 Avg Close — Range —
Q2 2024
Shares 7,354 Value ($000) $1,688 Avg Close — Range —
Q1 2024
Shares 7,779 Value ($000) $1,834 Avg Close — Range —
Q4 2023
Shares 8,568 Value ($000) $1,881 Avg Close — Range —
Q3 2023
Shares 5,447 Value ($000) $1,061 Avg Close — Range —
Q2 2023
Shares 5,596 Value ($000) $1,151 Avg Close — Range —
Q1 2023
Shares 5,581 Value ($000) $1,088 Avg Close — Range —
Q4 2022
Shares 5,773 Value ($000) $1,038 Avg Close — Range —
Q3 2022
Shares 3,702 Value ($000) $631 Avg Close — Range —
Q2 2022
Shares 5,524 Value ($000) $969 Avg Close — Range —
Q1 2022
Shares 2,885 Value ($000) $643 Avg Close — Range —
Q4 2021
Shares 936 Value ($000) $238 Avg Close — Range —