VANGUARD INDEX FDS

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

Essential Planning, LLC.'s Holding History (CIK: 0001949824)

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

Q4 2025
Shares 16,203 Value ($000) $4,895 Avg Close — Range —
Q3 2025
Shares 16,261 Value ($000) $4,839 Avg Close — Range —
Q2 2025
Shares 16,863 Value ($000) $4,670 Avg Close — Range —
Q1 2025
Shares 16,970 Value ($000) $4,272 Avg Close — Range —
Q4 2024
Shares 1,109,409 Value ($000) $313,304 Avg Close — Range —
Q3 2024
Shares 17,769 Value ($000) $4,751 Avg Close — Range —
Q2 2024
Shares 17,861 Value ($000) $4,467 Avg Close — Range —
Q1 2024
Shares 17,941 Value ($000) $4,338 Avg Close — Range —
Q4 2023
Shares 17,971 Value ($000) $4,345 Avg Close — Range —
Q3 2023
Shares 18,170 Value ($000) $3,898 Avg Close — Range —
Q2 2023
Shares 17,984 Value ($000) $4,127 Avg Close — Range —
Q1 2023
Shares 17,093 Value ($000) $3,699 Avg Close — Range —
Q4 2022
Shares 15,777 Value ($000) $3,081 Avg Close — Range —