VANGUARD INDEX FDS

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

Forbes Financial Planning, Inc.'s Holding History (CIK: 0001911316)

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

Q4 2025
Shares 52,246 Value ($000) $11,066 Avg Close — Range —
Q3 2025
Shares 45,326 Value ($000) $9,541 Avg Close — Range —
Q2 2025
Shares 44,574 Value ($000) $8,692 Avg Close — Range —
Q1 2025
Shares 47,367 Value ($000) $8,824 Avg Close — Range —
Q4 2024
Shares 48,106 Value ($000) $9,534 Avg Close — Range —
Q3 2024
Shares 47,970 Value ($000) $9,631 Avg Close — Range —
Q2 2024
Shares 46,019 Value ($000) $8,399 Avg Close — Range —
Q1 2024
Shares 10,947 Value ($000) $2,101 Avg Close — Range —
Q4 2023
Shares 7,194 Value ($000) $1,295 Avg Close — Range —
Q3 2023
Shares 3,415 Value ($000) $545 Avg Close — Range —
Q2 2023
Shares 3,482 Value ($000) $576 Avg Close — Range —
Q1 2023
Shares 3,479 Value ($000) $552 Avg Close — Range —
Q4 2022
Shares 3,473 Value ($000) $498 Avg Close — Range —
Q3 2022
Shares 3,473 Value ($000) $498 Avg Close — Range —
Q2 2022
Shares 3,470 Value ($000) $516 Avg Close — Range —
Q1 2022
Shares 3,468 Value ($000) $612 Avg Close — Range —
Q4 2021
Shares 3,172 Value ($000) $565 Avg Close — Range —