VANGUARD INDEX FDS

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

Center for Financial Planning, Inc.'s Holding History (CIK: 0001803557)

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

Q4 2025
Shares 57,300 Value ($000) $12,136 Avg Close — Range —
Q3 2025
Shares 58,024 Value ($000) $12,110 Avg Close — Range —
Q2 2025
Shares 58,544 Value ($000) $11,417 Avg Close — Range —
Q1 2025
Shares 244,343 Value ($000) $45,519 Avg Close — Range —
Q4 2024
Shares 247,394 Value ($000) $49,028 Avg Close — Range —
Q3 2024
Shares 247,971 Value ($000) $49,788 Avg Close — Range —
Q2 2024
Shares 245,894 Value ($000) $44,881 Avg Close — Range —
Q1 2024
Shares 243,933 Value ($000) $46,806 Avg Close — Range —
Q4 2023
Shares 236,969 Value ($000) $42,647 Avg Close — Range —
Q3 2023
Shares 215,894 Value ($000) $34,433 Avg Close — Range —
Q2 2023
Shares 212,580 Value ($000) $35,161 Avg Close — Range —
Q1 2023
Shares 210,625 Value ($000) $33,439 Avg Close — Range —
Q4 2022
Shares 212,276 Value ($000) $33,709 Avg Close — Range —
Q3 2022
Shares 215,451 Value ($000) $30,896 Avg Close — Range —
Q2 2022
Shares 217,616 Value ($000) $32,603 Avg Close — Range —
Q1 2022
Shares 233,239 Value ($000) $41,036 Avg Close — Range —
Q4 2021
Shares 230,096 Value ($000) $41,153 Avg Close — Range —
Q3 2021
Shares 225,286 Value ($000) $38,132 Avg Close — Range —
Q2 2021
Shares 224,569 Value ($000) $38,999 Avg Close — Range —
Q1 2021
Shares 236,037 Value ($000) $39,090 Avg Close — Range —
Q4 2020
Shares 270,166 Value ($000) $38,420 Avg Close — Range —
Q3 2020
Shares 309,185 Value ($000) $34,205 Avg Close — Range —
Q2 2020
Shares 343,680 Value ($000) $36,746 Avg Close — Range —
Q1 2020
Shares 343,179 Value ($000) $30,474 Avg Close — Range —
Q4 2019
Shares 388,014 Value ($000) $53,185 Avg Close — Range —