VANGUARD INDEX FDS

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

Peak Retirement Planning, Inc.'s Holding History (CIK: 0002056697)

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

Q4 2025
Shares 34,743 Value ($000) $7,358 Avg Close — Range —
Q3 2025
Shares 31,843 Value ($000) $6,646 Avg Close — Range —
Q2 2025
Shares 24,028 Value ($000) $4,686 Avg Close — Range —
Q1 2025
Shares 22,972 Value ($000) $4,279 Avg Close — Range —
Q4 2024
Shares 17,257 Value ($000) $3,420 Avg Close — Range —