VANGUARD INDEX FDS

Ticker: VBK CUSIP: 922908595 Class: SML CP GRW ETF

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

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

Q4 2025
Shares 51,022 Value ($000) $15,414 Avg Close — Range —
Q3 2025
Shares 54,585 Value ($000) $16,246 Avg Close — Range —
Q2 2025
Shares 55,539 Value ($000) $15,381 Avg Close — Range —
Q1 2025
Shares 37,187 Value ($000) $9,363 Avg Close — Range —
Q4 2024
Shares 29,883 Value ($000) $8,369 Avg Close — Range —
Q3 2024
Shares 30,561 Value ($000) $8,171 Avg Close — Range —
Q2 2024
Shares 34,520 Value ($000) $8,634 Avg Close — Range —
Q1 2024
Shares 36,009 Value ($000) $9,388 Avg Close — Range —
Q4 2023
Shares 40,316 Value ($000) $9,747 Avg Close — Range —
Q3 2023
Shares 34,959 Value ($000) $7,488 Avg Close — Range —
Q2 2023
Shares 33,816 Value ($000) $7,769 Avg Close — Range —
Q1 2023
Shares 34,482 Value ($000) $7,462 Avg Close — Range —
Q4 2022
Shares 34,441 Value ($000) $6,907 Avg Close — Range —
Q3 2022
Shares 27,546 Value ($000) $5,375 Avg Close — Range —
Q2 2022
Shares 31,946 Value ($000) $6,294 Avg Close — Range —
Q1 2022
Shares 12,433 Value ($000) $3,085 Avg Close — Range —
Q4 2021
Shares 8,332 Value ($000) $2,348 Avg Close — Range —
Q3 2021
Shares 6,502 Value ($000) $1,822 Avg Close — Range —
Q2 2020
Shares 1,021 Value ($000) $204 Avg Close — Range —
Q1 2020
Shares 2,925 Value ($000) $440 Avg Close — Range —
Q4 2019
Shares 3,037 Value ($000) $603 Avg Close — Range —
Q3 2018
Shares 540 Value ($000) $101 Avg Close — Range —
Q1 2018
Shares 360 Value ($000) $59 Avg Close — Range —