VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

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

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

Q3 2025
Shares 1,766 Value ($000) $519 Avg Close — Range —
Q2 2025
Shares 1,766 Value ($000) $502 Avg Close — Range —
Q1 2025
Shares 1,896 Value ($000) $464 Avg Close — Range —
Q4 2024
Shares 2,013 Value ($000) $511 Avg Close — Range —
Q3 2024
Shares 2,013 Value ($000) $490 Avg Close — Range —
Q2 2024
Shares 2,013 Value ($000) $462 Avg Close — Range —
Q1 2024
Shares 2,013 Value ($000) $475 Avg Close — Range —
Q4 2023
Shares 2,038 Value ($000) $447 Avg Close — Range —
Q3 2023
Shares 1,538 Value ($000) $300 Avg Close — Range —
Q2 2023
Shares 1,538 Value ($000) $316 Avg Close — Range —
Q1 2023
Shares 1,538 Value ($000) $300 Avg Close — Range —
Q4 2022
Shares 1,408 Value ($000) $253 Avg Close — Range —