VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

Prosperity Planning, Inc.'s Holding History (CIK: 0001843292)

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

Q4 2025
Shares 32,398 Value ($000) $9,044 Avg Close — Range —
Q3 2025
Shares 32,296 Value ($000) $9,488 Avg Close — Range —
Q2 2025
Shares 32,345 Value ($000) $9,199 Avg Close — Range —
Q1 2025
Shares 31,551 Value ($000) $7,719 Avg Close — Range —
Q4 2024
Shares 31,324 Value ($000) $7,949 Avg Close — Range —
Q3 2024
Shares 32,066 Value ($000) $7,807 Avg Close — Range —
Q2 2024
Shares 31,742 Value ($000) $7,287 Avg Close — Range —
Q1 2024
Shares 31,368 Value ($000) $7,396 Avg Close — Range —
Q4 2023
Shares 30,399 Value ($000) $6,675 Avg Close — Range —
Q3 2023
Shares 29,482 Value ($000) $5,742 Avg Close — Range —
Q2 2023
Shares 28,519 Value ($000) $5,868 Avg Close — Range —
Q1 2023
Shares 27,047 Value ($000) $5,271 Avg Close — Range —
Q4 2022
Shares 25,447 Value ($000) $4,724 Avg Close — Range —
Q3 2022
Shares 25,447 Value ($000) $4,340 Avg Close — Range —
Q2 2022
Shares 18,218 Value ($000) $4,261 Avg Close — Range —
Q1 2022
Shares 18,218 Value ($000) $4,722 Avg Close — Range —
Q4 2021
Shares 18,218 Value ($000) $4,639 Avg Close — Range —
Q3 2021
Shares 17,278 Value ($000) $4,083 Avg Close — Range —
Q2 2021
Shares 16,954 Value ($000) $4,007 Avg Close — Range —
Q1 2021
Shares 15,846 Value ($000) $3,400 Avg Close — Range —
Q4 2020
Shares 14,300 Value ($000) $3,033 Avg Close — Range —