VANGUARD INDEX FDS

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

Capasso Planning Partners LLC's Holding History (CIK: 0001911938)

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

Q4 2025
Shares 1,565 Value ($000) $332 Avg Close — Range —
Q3 2025
Shares 2,056 Value ($000) $429 Avg Close — Range —
Q2 2025
Shares 2,256 Value ($000) $440 Avg Close — Range —
Q1 2025
Shares 3,268 Value ($000) $609 Avg Close — Range —
Q4 2024
Shares 3,928 Value ($000) $778 Avg Close — Range —
Q3 2024
Shares 5,646 Value ($000) $1,134 Avg Close — Range —
Q2 2024
Shares 6,978 Value ($000) $1,274 Avg Close — Range —
Q1 2024
Shares 3,189 Value ($000) $612 Avg Close — Range —
Q4 2023
Shares 2,890 Value ($000) $520 Avg Close — Range —
Q3 2023
Shares 3,054 Value ($000) $487 Avg Close — Range —
Q2 2023
Shares 3,551 Value ($000) $587 Avg Close — Range —
Q1 2023
Shares 3,409 Value ($000) $541 Avg Close — Range —
Q4 2022
Shares 3,763 Value ($000) $598 Avg Close — Range —
Q3 2022
Shares 3,930 Value ($000) $564 Avg Close — Range —