VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 3,485 Value ($000) $973 Avg Close — Range —
Q3 2025
Shares 3,005 Value ($000) $883 Avg Close — Range —
Q2 2025
Shares 1,090 Value ($000) $310 Avg Close — Range —
Q1 2025
Shares 1,599 Value ($000) $391 Avg Close — Range —
Q4 2024
Shares 1,363 Value ($000) $346 Avg Close — Range —
Q2 2024
Shares 2,695 Value ($000) $619 Avg Close — Range —