VANGUARD INDEX FDS

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

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 57,018 Value ($000) $12,076 Avg Close — Range —
Q3 2025
Shares 59,019 Value ($000) $12,318 Avg Close — Range —
Q2 2025
Shares 57,208 Value ($000) $11,156 Avg Close — Range —
Q1 2025
Shares 66,932 Value ($000) $12,469 Avg Close — Range —
Q4 2024
Shares 15,714 Value ($000) $3,114 Avg Close — Range —
Q3 2024
Shares 4,941 Value ($000) $992 Avg Close — Range —
Q2 2024
Shares 8,072 Value ($000) $1,473 Avg Close — Range —
Q1 2024
Shares 7,539 Value ($000) $1,447 Avg Close — Range —
Q4 2023
Shares 6,802 Value ($000) $1,224 Avg Close — Range —
Q3 2023
Shares 6,170 Value ($000) $984 Avg Close — Range —
Q2 2023
Shares 4,378 Value ($000) $724 Avg Close — Range —
Q1 2023
Shares 3,946 Value ($000) $626 Avg Close — Range —