VANGUARD INDEX FDS

Ticker: VBR CUSIP: 922908611 Class: SM CP VAL ETF

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q4 2025
Shares 5,862 Value ($000) $1,241 Avg Close — Range —
Q3 2025
Shares 108,675 Value ($000) $22,682 Avg Close — Range —
Q2 2025
Shares 107,740 Value ($000) $21,010 Avg Close — Range —
Q1 2025
Shares 99,312 Value ($000) $18,501 Avg Close — Range —
Q4 2024
Shares 97,002 Value ($000) $19,224 Avg Close — Range —
Q3 2024
Shares 98,297 Value ($000) $19,736 Avg Close — Range —
Q2 2024
Shares 96,430 Value ($000) $18,922 Avg Close — Range —
Q1 2024
Shares 94,939 Value ($000) $18,217 Avg Close — Range —
Q4 2023
Shares 96,172 Value ($000) $17,308 Avg Close — Range —
Q3 2023
Shares 93,968 Value ($000) $14,987 Avg Close — Range —
Q2 2023
Shares 93,890 Value ($000) $15,529 Avg Close — Range —
Q1 2023
Shares 89,402 Value ($000) $14,193 Avg Close — Range —
Q4 2022
Shares 85,609 Value ($000) $13,595 Avg Close — Range —
Q3 2022
Shares 89,233 Value ($000) $12,796 Avg Close — Range —
Q2 2022
Shares 85,399 Value ($000) $12,794 Avg Close — Range —
Q1 2022
Shares 83,821 Value ($000) $14,747 Avg Close — Range —
Q4 2021
Shares 58,991 Value ($000) $7,594 Avg Close — Range —
Q3 2021
Shares 77,458 Value ($000) $13,111 Avg Close — Range —
Q2 2021
Shares 71,242 Value ($000) $12,372 Avg Close — Range —
Q1 2021
Shares 72,577 Value ($000) $12,019 Avg Close — Range —
Q4 2020
Shares 76,211 Value ($000) $10,838 Avg Close — Range —
Q3 2020
Shares 82,525 Value ($000) $9,130 Avg Close — Range —
Q2 2020
Shares 82,597 Value ($000) $8,831 Avg Close — Range —
Q1 2020
Shares 88,945 Value ($000) $7,898 Avg Close — Range —
Q4 2019
Shares 64,764 Value ($000) $8,877 Avg Close — Range —
Q3 2019
Shares 63,604 Value ($000) $8,195 Avg Close — Range —
Q2 2019
Shares 59,651 Value ($000) $7,787 Avg Close — Range —
Q1 2019
Shares 58,991 Value ($000) $7,594 Avg Close — Range —
Q4 2018
Shares 60,178 Value ($000) $6,864 Avg Close — Range —