VANGUARD INDEX FDS

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

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

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

Q4 2025
Shares 3,243 Value ($000) $687 Avg Close — Range —
Q3 2025
Shares 1,000 Value ($000) $209 Avg Close — Range —
Q4 2024
Shares 55,956 Value ($000) $11,483 Avg Close — Range —